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Invesco AI and Next Gen Software ETF

109 hedge funds and large institutions have $121M invested in Invesco AI and Next Gen Software ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

4% more funds holding

Funds holding: 105109 (+4)

0.06% less ownership

Funds ownership: 31.44%31.39% (-0.06%)

6% less capital invested

Capital invested by funds: $128M → $121M (-$7.47M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
22
Increased
25
Reduced
21
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.43K
AIC
102
Archer Investment Corporation
Indiana
$2.02K
TCOV
103
Trust Company of Vermont
Vermont
$2.02K
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$2.02K
GWM
105
Geneos Wealth Management
Colorado
$1.94K +$1.09K +24 +100%
HIA
106
Harbor Investment Advisory
Maryland
$1.94K +$2.19K +48 New
AP
107
Aspect Partners
Virginia
$1.46K +$1.64K +36 New
SC
108
Stephens Consulting
Michigan
$851 +$956 +21 New
BWL
109
Bogart Wealth LLC
Virginia
$567
SIM
110
Seaview Investment Managers
Florida
-$1.27M -28,021 Closed
HCC
111
Hirtle Callaghan & Co
Pennsylvania
-$368K -8,142 Closed
SPC
112
Sigma Planning Corp
Michigan
-$349K -7,707 Closed
Belvedere Trading
113
Belvedere Trading
Illinois
-$306K -6,756 Closed
SW
114
SteelPeak Wealth
California
-$265K -5,850 Closed
WA
115
WBH Advisory
Maryland
-$250K -5,526 Closed
IWM
116
IHT Wealth Management
Illinois
-$244K -5,394 Closed
FTUS
117
Flow Traders U.S.
New York
-$240K -5,296 Closed
TWM
118
Thrive Wealth Management
Pennsylvania
-$238K -5,273 Closed
FFN
119
Focus Financial Network
Minnesota
-$232K -5,138 Closed
Cerity Partners
120
Cerity Partners
New York
-$221K -4,880 Closed
VWWMG
121
Vermillion & White Wealth Management Group
Pennsylvania
-$130K -2,878 Closed
FFA
122
Founders Financial Alliance
North Carolina
-$81.6K -1,803 Closed
MSS
123
Mitchell Sinkler & Starr
Pennsylvania
-$80.9K -1,788 Closed
US Bancorp
124
US Bancorp
Minnesota
-$63.8K -1,410 Closed
TWC
125
TD Waterhouse Canada
Ontario, Canada
-$39.8K -881 Closed

IGPT Hedge Fund Activity: Q1 2025 in Review

109 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q1 2025, worth a combined $121M — down 5.8% from $128M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IGPT positions and 17 closed out — a net gain of 5 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was UBS Group, adding an estimated $11.4M. The largest seller was RFG - Bristol Wealth Advisors, cutting an estimated $8.98M.

  • 109 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q1 2025, up from 105 in Q4 2024.
  • Funds reported $121M of Invesco AI and Next Gen Software ETF stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 22 funds opened new Invesco AI and Next Gen Software ETF positions in Q1 2025 and 17 closed out, a net change of +5 holders.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q1 2025 was UBS Group, an estimated $11.4M added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q1 2025 was RFG - Bristol Wealth Advisors, an estimated $8.98M sold.

Based on aggregated 13F filings for Q1 2025.