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Invesco AI and Next Gen Software ETF

23 hedge funds and large institutions have $17.4M invested in Invesco AI and Next Gen Software ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 2223 (+1)

2.9% less ownership

Funds ownership: 112.1%109.2% (-2.9%)

12% less capital invested

Capital invested by funds: $19.9M → $17.4M (-$2.48M)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$3.67M +$72.9K +6,024 +2%
Wells Fargo
2
Wells Fargo
California
$3.59M +$187K +15,501 +5%
Morgan Stanley
3
Morgan Stanley
New York
$3.48M -$289K -23,889 -8%
Bank of America
4
Bank of America
North Carolina
$1.61M -$52K -4,299 -3%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.28M +$522K +43,140 +66%
SG Americas Securities
6
SG Americas Securities
New York
$733K +$96.2K +7,950 +15%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$722K -$2.49M -206,058 -77%
PAG
8
Pinnacle Advisory Group
Maryland
$557K
Bank of New York Mellon
9
Bank of New York Mellon
New York
$515K
RIG
10
RiverFront Investment Group
Virginia
$479K -$4.68K -387 -0.9%
Jane Street
11
Jane Street
New York
$386K +$395K +32,637 New
WA
12
WBH Advisory
Maryland
$202K -$21.8K -1,800 -10%
Creative Planning
13
Creative Planning
Kansas
$56K
SNT
14
Security National Trust
West Virginia
$35K
FHA
15
First Horizon Advisors
Tennessee
$35K +$36.3K +3,000 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$25K
PAG
17
Private Advisor Group
New Jersey
$18K +$18.1K +1,500 New
Ameriprise
18
Ameriprise
Minnesota
$13K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11K
Citigroup
20
Citigroup
New York
$11K +$3.63K +300 +54%
AIG
21
American International Group
New York
$6.17K -$61.7K -5,100 -91%
BRWM
22
B. Riley Wealth Management
Tennessee
$4K
NES
23
New England Securities
New York
$4K
SFSIG
24
San Francisco Sentry Investment Group
California
-$211K -17,217 Closed
BRWA
25
B. Riley Wealth Advisors
Florida
-$31.2K -2,550 Closed

IGPT Hedge Fund Activity: Q3 2014 in Review

23 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q3 2014, worth a combined $17.4M — down 12% from $19.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IGPT positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $522K. The largest seller was Royal Bank of Canada, cutting an estimated $2.49M.

  • 23 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q3 2014, up from 22 in Q2 2014.
  • Funds reported $17.4M of Invesco AI and Next Gen Software ETF stock for Q3 2014, down 12% quarter-over-quarter.
  • 3 funds opened new Invesco AI and Next Gen Software ETF positions in Q3 2014 and 2 closed out, a net change of +1 holder.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q3 2014 was Susquehanna International Group, an estimated $522K added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q3 2014 was Royal Bank of Canada, an estimated $2.49M sold.

Based on aggregated 13F filings for Q3 2014.