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Invesco AI and Next Gen Software ETF

109 hedge funds and large institutions have $211M invested in Invesco AI and Next Gen Software ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
31
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
101
Jacobi Capital Management
Pennsylvania
$8K -$8.8K -165 -52%
HFM
102
Hartford Financial Management
Connecticut
$8K +$8K +150 New
NFG
103
Next Financial Group
Texas
$5K -$450K -8,373 -99%
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$5K
HI
105
Harbour Investments
Wisconsin
$5K +$5K +90 New
CAC
106
Certified Advisory Corp
Florida
$4K +$4K +84 New
HIA
107
Harbor Investment Advisory
Maryland
$2K +$2K +39 New
BWL
108
Bogart Wealth LLC
Virginia
$1K
AWA
109
Arkadios Wealth Advisors
Georgia
$1K
SS
110
Simplicity Solutions
Minnesota
-$2.29M -44,556 Closed
SIM
111
Seaview Investment Managers
Florida
-$1.43M -27,861 Closed
Jane Street
112
Jane Street
New York
-$838K -16,338 Closed
CS
113
Credit Suisse
Switzerland
-$535K -10,434 Closed
MWM
114
Merriman Wealth Management
Washington
-$309K -6,027 Closed
CCFM
115
Clear Creek Financial Management
Washington
-$265K -5,169 Closed
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
-$232K -4,530 Closed
PWM
117
Perigon Wealth Management
California
-$69K -1,350 Closed
GI
118
Gradient Investments
Minnesota
-$37K -888 Closed
OIM
119
Oder Investment Management
California
-$15K -300 Closed
ASN
120
Advisory Services Network
Georgia
-$15K -300 Closed
FCH
121
Freestone Capital Holdings
Washington
-$9.85K -192 Closed
CYG
122
Clean Yield Group
Vermont
-$6K -120 Closed