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Invesco AI and Next Gen Software ETF

146 hedge funds and large institutions have $257M invested in Invesco AI and Next Gen Software ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

1.43% more ownership

Funds ownership: 37.99%39.42% (+1.4%)

4% more capital invested

Capital invested by funds: $248M → $257M (+$9.59M)

1% less funds holding

Funds holding: 148146 (-2)

Holders
146
Holders Change
-2
Holders Change %
-1.35%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
40
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
126
Edmond de Rothschild Holding
Switzerland
$14.5K -$4.62K -74 -23%
ADL
127
Asset Dedication LLC
California
$13.6K +$7.86K +126 +117%
NL
128
NorthAvenue LLC
Ohio
$13.6K +$7.86K +126 +117%
GWM
129
Geneos Wealth Management
Colorado
$13K
EWA
130
EverSource Wealth Advisors
Alabama
$12.9K
RFA
131
Register Financial Advisors
Georgia
$11.6K
MIM
132
Marshall Investment Management
Colorado
$10.1K +$10.9K +174 New
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$9.12K
SRCM
134
Signature Resources Capital Management
California
$8.94K
CMP
135
Coston McIsaac & Partners
Maine
$8K
FPB
136
First PREMIER Bank
South Dakota
$7K
CFD
137
Creative Financial Designs
Indiana
$6.27K
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.35K
PAI
139
Pittenger & Anderson Inc
Nebraska
$3.48K +$3.74K +60 New
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$2.9K
AIC
141
Archer Investment Corporation
Indiana
$2.9K
CB
142
CNB Bank
Pennsylvania
$2.5K
IA
143
IFG Advisory
Georgia
$2.32K -$545K -8,735 -100%
SWM
144
SHP Wealth Management
Massachusetts
$2.29K
AAG
145
Armstrong Advisory Group
Massachusetts
$1.16K
HPC
146
HM Payson & Co
Maine
$581 +$624 +10 New
IA
147
Integrity Alliance
Iowa
-$1.86M -31,267 Closed
OCM
148
Orser Capital Management
Texas
-$1.67M -28,005 Closed
P
149
&Partners
Tennessee
-$894K -15,025 Closed
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
-$549K -9,230 Closed