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Invesco AI and Next Gen Software ETF

145 hedge funds and large institutions have $247M invested in Invesco AI and Next Gen Software ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11M
2 +$5.28M
3 +$5.11M
4
JSW
Journey Strategic Wealth
New Jersey
+$3.75M
5
Morgan Stanley
Morgan Stanley
New York
+$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CWIG
101
Chung Wu Investment Group
Texas
$73.7K
EWM
102
Evermay Wealth Management
Virginia
$71.4K
JP Morgan Chase
103
JP Morgan Chase
New York
$53.5K
CVM
104
Cheviot Value Management
California
$50K
MCM
105
MAI Capital Management
Ohio
$49.7K
ITIM
106
Indiana Trust & Investment Management
Indiana
$42.5K
AA
107
Addison Advisors
Vermont
$40.5K
GF
108
GGM Financials
Ohio
$37.5K
WIM
109
Westside Investment Management
California
$35.7K
HAP
110
Harbor Asset Planning
Massachusetts
$34.9K
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$34.2K
IAIM
112
International Assets Investment Management
Florida
$34.1K
SWA
113
SOA Wealth Advisors
New York
$33.9K
NA
114
NewEdge Advisors
Louisiana
$29.1K
BTI
115
Blue Trust Inc
Georgia
$25.3K
SFCL
116
Strengthening Families & Communities LLC
Massachusetts
$23.8K
ACA
117
Aptus Capital Advisors
Alabama
$19.8K
EDRH
118
Edmond de Rothschild Holding
Switzerland
$19.3K
AF
119
Allworth Financial
California
$19.1K
MAS
120
MPWM Advisory Solutions
Georgia
$19K
PA
121
Parallel Advisors
California
$17.9K
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$17.8K
FFA
123
Farther Finance Advisors
California
$17.8K
GWM
124
Geneos Wealth Management
Colorado
$13.3K
EWA
125
EverSource Wealth Advisors
Alabama
$13.3K