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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

38 hedge funds and large institutions have $72.6M invested in Invesco AI and Next Gen Software ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$6.8M
2
NCM
Niemann Capital Management
Nevada
+$6.7M
3
Jane Street
Jane Street
New York
+$1.16M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$586K
5
Morgan Stanley
Morgan Stanley
New York
+$388K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.24M
2
UBS Group
UBS Group
Switzerland
-$693K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$526K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$235K
5
AG
Advisor Group
Arizona
-$91.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$12.6M -$693K -32,757 -5%
Morgan Stanley
2
Morgan Stanley
New York
$11.6M +$388K +18,318 +3%
Wells Fargo
3
Wells Fargo
California
$8.35M +$327K +15,444 +4%
UCFA
4
United Capital Financial Advisors
Texas
$6.8M +$6.8M +321,210 New
NCM
5
Niemann Capital Management
Nevada
$6.7M +$6.7M +316,590 New
HighTower Advisors
6
HighTower Advisors
Illinois
$6.45M +$139K +6,579 +2%
Bank of America
7
Bank of America
North Carolina
$2.92M +$203K +9,594 +7%
Jane Street
8
Jane Street
New York
$2.8M +$1.16M +54,642 +70%
RJA
9
Raymond James & Associates
Florida
$2.64M +$68.1K +3,219 +3%
Stifel Financial
10
Stifel Financial
Missouri
$1.95M +$59.3K +2,808 +3%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$1.73M +$586K +27,798 +51%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.69M -$1.24M -58,350 -42%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.31M – – –
Ameriprise
14
Ameriprise
Minnesota
$1.29M -$15.1K -714 -1%
CA
15
Calton & Associates
Florida
$639K +$639K +28,002 New
LPL Financial
16
LPL Financial
California
$593K +$43.2K +2,040 +8%
BRWA
17
B. Riley Wealth Advisors
Florida
$483K +$53.2K +2,511 +12%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$392K +$284K +13,437 +264%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$282K -$526K -24,876 -65%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$263K +$6.66K +315 +3%
WA
21
WBH Advisory
Maryland
$201K +$201K +9,501 New
AG
22
Advisor Group
Arizona
$184K -$91.1K -4,302 -33%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$146K – – –
FANJ
24
Financial Architects (New Jersey)
New Jersey
$98K – – –
CCS
25
Crosspoint Capital Strategies
California
$91K – – –
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