Invesco AI and Next Gen Software ETF
IGPT
47 hedge funds and large institutions have $102M invested in Invesco AI and Next Gen Software ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
97.37% more ownership
Funds ownership: 131.26% → 228.63% (+97%)
61% more capital invested
Capital invested by funds: $63.8M → $102M (+$38.7M)
18% more funds holding
Funds holding: 40 → 47 (+7)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$69.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$15.3M |
| 3 |
Jane Street
New York
|
+$4.48M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.63M |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.7M |
| 2 |
CA
Calton & Associates
Tampa,
Florida
|
-$656K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$605K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$326K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$306K |
IGPT Hedge Fund Activity: Q2 2018 in Review
47 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q2 2018, worth a combined $102M — up 61% from $63.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IGPT positions and 4 closed out — a net gain of 7 holders — while 11 added to existing stakes and 12 trimmed.
The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $69.9M. The largest seller was Morgan Stanley, cutting an estimated $4.7M.
- 47 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q2 2018, up from 40 in Q1 2018.
- Funds reported $102M of Invesco AI and Next Gen Software ETF stock for Q2 2018, up 61% quarter-over-quarter.
- 11 funds opened new Invesco AI and Next Gen Software ETF positions in Q2 2018 and 4 closed out, a net change of +7 holders.
- The largest Invesco AI and Next Gen Software ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $69.9M added.
- The largest Invesco AI and Next Gen Software ETF seller in Q2 2018 was Morgan Stanley, an estimated $4.7M sold.
Based on aggregated 13F filings for Q2 2018.