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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

108 hedge funds and large institutions have $120M 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
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.47%
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
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$10.1M
2
BMM
Berkshire Money Management
Massachusetts
+$6.4M
3
Jane Street
Jane Street
New York
+$2.15M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.34M
5
AAS
Avantax Advisory Services
Texas
+$1.32M

Top Sellers

1
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
-$7.99M
2
MIM
Marshall Investment Management
Colorado
-$4.62M
3
Morgan Stanley
Morgan Stanley
New York
-$3.8M
4
SIM
Seaview Investment Managers
Florida
-$1.27M
5
MAG
Members Advisory Group
New York
-$921K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
101
Archer Investment Corporation
Indiana
$2.03K – – –
TCOV
102
Trust Company of Vermont
Vermont
$2.03K – – –
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$2.02K – – –
GWM
104
Geneos Wealth Management
Colorado
$1.94K +$972 +24 +100%
HIA
105
Harbor Investment Advisory
Maryland
$1.94K +$1.94K +48 New
AP
106
Aspect Partners
Virginia
$1.46K +$1.46K +36 New
SC
107
Stephens Consulting
Michigan
$851 +$851 +21 New
BWL
108
Bogart Wealth LLC
Virginia
$567 – – –
SIM
109
Seaview Investment Managers
Florida
– -$1.27M -28,021 Closed
HCC
110
Hirtle Callaghan & Co
Pennsylvania
– -$368K -8,142 Closed
SPC
111
Sigma Planning Corp
Michigan
– -$349K -7,707 Closed
Belvedere Trading
112
Belvedere Trading
Illinois
– -$306K -6,756 Closed
SW
113
SteelPeak Wealth
California
– -$265K -5,850 Closed
WA
114
WBH Advisory
Maryland
– -$250K -5,526 Closed
IWM
115
IHT Wealth Management
Illinois
– -$244K -5,394 Closed
FTUS
116
Flow Traders U.S.
New York
– -$240K -5,296 Closed
TWM
117
Thrive Wealth Management
Pennsylvania
– -$238K -5,273 Closed
FFN
118
Focus Financial Network
Minnesota
– -$232K -5,138 Closed
Cerity Partners
119
Cerity Partners
New York
– -$221K -4,880 Closed
VWWMG
120
Vermillion & White Wealth Management Group
Pennsylvania
– -$130K -2,878 Closed
FFA
121
Founders Financial Alliance
North Carolina
– -$81.6K -1,803 Closed
MSS
122
Mitchell Sinkler & Starr
Pennsylvania
– -$80.9K -1,788 Closed
US Bancorp
123
US Bancorp
Minnesota
– -$63.8K -1,410 Closed
TWC
124
TD Waterhouse Canada
Ontario, Canada
– -$39.8K -881 Closed
SS
125
Sunbelt Securities
Texas
– -$2.73K -60 Closed
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