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Invesco AI and Next Gen Software ETF

32 hedge funds and large institutions have $32.7M invested in Invesco AI and Next Gen Software ETF in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

10% more funds holding

Funds holding: 2932 (+3)

34.83% less ownership

Funds ownership: 167.52%132.69% (-35%)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

49% less capital invested

Capital invested by funds: $64.6M → $32.7M (-$32M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
7
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.34M -$2.81M -213,399 -36%
Morgan Stanley
2
Morgan Stanley
New York
$5.02M -$16.2M -1,234,902 -78%
Bank of America
3
Bank of America
North Carolina
$5.01M -$1.94M -147,258 -29%
Wells Fargo
4
Wells Fargo
California
$4.94M +$325K +24,702 +8%
HighTower Advisors
5
HighTower Advisors
Illinois
$3.57M +$31.6K +2,403 +1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.65M +$1.12M +85,170 +266%
Stifel Financial
7
Stifel Financial
Missouri
$1.45M +$86.9K +6,612 +7%
LPL Financial
8
LPL Financial
California
$920K -$588K -44,712 -41%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$867K +$39 +3 +0%
Jane Street
10
Jane Street
New York
$828K -$331K -25,209 -30%
SCA
11
Snowden Capital Advisors
New York
$825K +$772K +58,692 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$633K -$461K -35,064 -44%
RJA
13
Raymond James & Associates
Florida
$385K -$271K -20,586 -43%
Citadel Advisors
14
Citadel Advisors
Florida
$375K +$350K +26,634 New
Ameriprise
15
Ameriprise
Minnesota
$328K +$306K +23,292 New
WA
16
WBH Advisory
Maryland
$218K
AIG
17
American International Group
New York
$79K -$117K -8,865 -61%
FANJ
18
Financial Architects (New Jersey)
New Jersey
$65K +$60.6K +4,611 New
SNT
19
Security National Trust
West Virginia
$42K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$35K -$152K -11,565 -82%
TFA
21
Transamerica Financial Advisors
Florida
$23K +$4.77K +363 +29%
RAM
22
Riggs Asset Management
Pennsylvania
$13K -$8.91M -677,817 -100%
TRCT
23
Tower Research Capital (TRC)
New York
$8K +$7.89K +600 New
MPWT
24
MassMutual Private Wealth & Trust
Connecticut
$7.21K
ASN
25
Advisory Services Network
Georgia
$6K -$1.97K -150 -27%

IGPT Hedge Fund Activity: Q1 2016 in Review

32 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q1 2016, worth a combined $32.7M — down 49% from $64.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IGPT positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.12M. The largest seller was Morgan Stanley, cutting an estimated $16.2M.

  • 32 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q1 2016, up from 29 in Q4 2015.
  • Funds reported $32.7M of Invesco AI and Next Gen Software ETF stock for Q1 2016, down 49% quarter-over-quarter.
  • 6 funds opened new Invesco AI and Next Gen Software ETF positions in Q1 2016 and 3 closed out, a net change of +3 holders.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q1 2016 was Susquehanna International Group, an estimated $1.12M added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q1 2016 was Morgan Stanley, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2016.