IGPT icon

Invesco AI and Next Gen Software ETF

20 hedge funds and large institutions have $19.3M invested in Invesco AI and Next Gen Software ETF in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.16M +$77.8K +5,583 +2%
UBS Group
2
UBS Group
Switzerland
$4.01M -$285K -20,466 -7%
Wells Fargo
3
Wells Fargo
California
$3.23M -$671K -48,141 -17%
Bank of America
4
Bank of America
North Carolina
$2.69M +$880K +63,165 +49%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.21M +$36.1K +2,589 +3%
SG Americas Securities
6
SG Americas Securities
New York
$1.1M -$4.18K -300 -0.4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$860K +$76.1K +5,460 +10%
RIG
8
RiverFront Investment Group
Virginia
$583K +$19.1K +1,368 +3%
PAG
9
Pinnacle Advisory Group
Maryland
$511K -$145K -10,455 -22%
LPL Financial
10
LPL Financial
California
$444K +$444K +32,100 New
Jane Street
11
Jane Street
New York
$361K +$361K +25,878 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$50K +$20.8K +1,500 +71%
SNT
13
Security National Trust
West Virginia
$42K
Citigroup
14
Citigroup
New York
$8K
AIG
15
American International Group
New York
$7.28K
MPWT
16
MassMutual Private Wealth & Trust
Connecticut
$7.15K +$7.15K +513 New
BRWM
17
B. Riley Wealth Management
Tennessee
$4K
MFS
18
MSI Financial Services
Massachusetts
$4K +$4K +318 New
WA
19
WBH Advisory
Maryland
$216
BRWA
20
B. Riley Wealth Advisors
Florida
-$34 -2,550 Closed
VSWA
21
Vontobel Swiss Wealth Advisors
Switzerland
-$32K -2,400 Closed
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
-$12K -894 Closed