Invesco AI and Next Gen Software ETF
IGPT
40 hedge funds and large institutions have $63.8M invested in Invesco AI and Next Gen Software ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
5% more funds holding
Funds holding: 38 → 40 (+2)
12% less capital invested
Capital invested by funds: $72.6M → $63.8M (-$8.84M)
20.97% less ownership
Funds ownership: 152.23% → 131.26% (-21%)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.64M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$585K |
| 3 |
BCM
Beck Capital Management
Austin,
Texas
|
+$581K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$542K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$411K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$6.8M |
| 2 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$6.7M |
| 3 |
Jane Street
New York
|
-$2.56M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$977K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$532K |
IGPT Hedge Fund Activity: Q1 2018 in Review
40 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q1 2018, worth a combined $63.8M — down 12% from $72.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IGPT positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.64M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $6.8M sold.
- 40 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q1 2018, up from 38 in Q4 2017.
- Funds reported $63.8M of Invesco AI and Next Gen Software ETF stock for Q1 2018, down 12% quarter-over-quarter.
- 5 funds opened new Invesco AI and Next Gen Software ETF positions in Q1 2018 and 3 closed out, a net change of +2 holders.
- The largest Invesco AI and Next Gen Software ETF buyer in Q1 2018 was Morgan Stanley, an estimated $1.64M added.
- The largest Invesco AI and Next Gen Software ETF seller in Q1 2018 was United Capital Financial Advisors, an estimated $6.8M sold.
Based on aggregated 13F filings for Q1 2018.