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Invesco AI and Next Gen Software ETF

108 hedge funds and large institutions have $112M invested in Invesco AI and Next Gen Software ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
40
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
101
Sunbelt Securities
Texas
$2.73K -$262K -5,760 -99%
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.73K
TCOV
103
Trust Company of Vermont
Vermont
$2.28K -$4.55K -100 -67%
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$2.28K
GWM
105
Geneos Wealth Management
Colorado
$1.09K
HR
106
Howe & Rusling
New York
$910 +$910 +20 New
BWL
107
Bogart Wealth LLC
Virginia
$637
CMP
108
Coston McIsaac & Partners
Maine
$6
FA
109
Fiduciary Alliance
South Carolina
-$1.55M -32,445 Closed
EH
110
Equitable Holdings
New York
-$238K -5,018 Closed
BW
111
Bison Wealth
Georgia
-$226K -4,995 Closed
DC
112
Davenport & Co
Virginia
-$214K -4,500 Closed
WP
113
WealthShield Partners
North Carolina
-$118K -2,494 Closed
CA
114
Clearstead Advisors
Ohio
-$42.7K -900 Closed
IAIM
115
International Assets Investment Management
Florida
-$27.2K -573 Closed
GI
116
Gradient Investments
Minnesota
-$8.26K -174 Closed
TAM
117
Tucker Asset Management
Colorado
-$7.98K -168 Closed
WWP
118
WR Wealth Planners
Missouri
-$6.41K -135 Closed
KFS
119
Kelly Financial Services
Massachusetts
-$5.21K -110 Closed
TRCT
120
Tower Research Capital (TRC)
New York
-$2.37K -50 Closed