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Invesco AI and Next Gen Software ETF

23 hedge funds and large institutions have $18M invested in Invesco AI and Next Gen Software ETF in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 2423 (-1)

4.62% less ownership

Funds ownership: 104.28%99.66% (-4.6%)

11% less capital invested

Capital invested by funds: $20.1M → $18M (-$2.15M)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.6M -$424K -29,949 -10%
UBS Group
2
UBS Group
Switzerland
$3M -$859K -60,612 -21%
Wells Fargo
3
Wells Fargo
California
$2.75M -$278K -19,611 -9%
Bank of America
4
Bank of America
North Carolina
$1.84M +$80.5K +5,679 +4%
Citadel Advisors
5
Citadel Advisors
Florida
$1.2M +$969K +68,385 +321%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$954K +$168K +11,841 +20%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$939K -$209K -14,766 -17%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$825K
SFM
9
Signet Financial Management
New Jersey
$748K +$527K +37,227 +199%
Jane Street
10
Jane Street
New York
$539K +$40.5K +2,856 +8%
RIG
11
RiverFront Investment Group
Virginia
$475K -$113K -7,992 -18%
PAG
12
Pinnacle Advisory Group
Maryland
$444K
SG Americas Securities
13
SG Americas Securities
New York
$297K -$244K -17,250 -44%
WA
14
WBH Advisory
Maryland
$207K
SNT
15
Security National Trust
West Virginia
$40K
Creative Planning
16
Creative Planning
Kansas
$40K +$42.5K +3,000 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$33K -$5.01K -354 -13%
Citigroup
18
Citigroup
New York
$23K +$17.2K +1,212 +217%
TFA
19
Transamerica Financial Advisors
Florida
$17K +$17.7K +1,248 New
AIG
20
American International Group
New York
$11K
ASN
21
Advisory Services Network
Georgia
$7K -$174K -12,249 -96%
MFS
22
MSI Financial Services
Massachusetts
$4K
LPL Financial
23
LPL Financial
California
-$428K -30,153 Closed
HR
24
Howe & Rusling
New York
-$9K -600 Closed
BRWM
25
B. Riley Wealth Management
Tennessee
-$4K -300 Closed

IGPT Hedge Fund Activity: Q3 2015 in Review

23 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q3 2015, worth a combined $18M — down 11% from $20.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IGPT and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 6 added.

The largest buyer was Citadel Advisors, adding an estimated $969K. The largest seller was UBS Group, cutting an estimated $859K.

  • 23 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q3 2015, down from 24 in Q2 2015.
  • Funds reported $18M of Invesco AI and Next Gen Software ETF stock for Q3 2015, down 11% quarter-over-quarter.
  • 2 funds opened new Invesco AI and Next Gen Software ETF positions in Q3 2015 and 3 closed out, a net change of -1 holder.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q3 2015 was Citadel Advisors, an estimated $969K added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q3 2015 was UBS Group, an estimated $859K sold.

Based on aggregated 13F filings for Q3 2015.