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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

70 hedge funds and large institutions have $137M invested in Invesco AI and Next Gen Software ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+18
Holders Change %
+34.62%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
23
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
Niemann Capital Management
Nevada
+$12.6M
2
SPC
Sigma Planning Corp
Michigan
+$5.48M
3
UBS Group
UBS Group
Switzerland
+$4.77M
4
JFM
Jackson Financial Management
California
+$3.83M
5
FMP
Financial Management Professionals
Texas
+$2.68M

Top Sellers

1
STA
Summit Trail Advisors
New York
-$6.23M
2
Morgan Stanley
Morgan Stanley
New York
-$4.51M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.98M
4
Goldman Sachs
Goldman Sachs
New York
-$2.34M
5
TRCT
Tower Research Capital (TRC)
New York
-$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$20.5M +$473K +15,516 +2%
UBS Group
2
UBS Group
Switzerland
$17M +$4.77M +156,501 +39%
Morgan Stanley
3
Morgan Stanley
New York
$12.6M -$4.51M -147,996 -26%
NCM
4
Niemann Capital Management
Nevada
$12.6M +$12.6M +418,983 New
HighTower Advisors
5
HighTower Advisors
Illinois
$10.2M +$331K +10,881 +3%
Bank of America
6
Bank of America
North Carolina
$6.07M +$1.43M +46,827 +31%
SPC
7
Sigma Planning Corp
Michigan
$5.48M +$5.48M +179,652 New
Ameriprise
8
Ameriprise
Minnesota
$3.99M +$1.38M +45,591 +53%
JFM
9
Jackson Financial Management
California
$3.83M +$3.83M +125,595 New
LPL Financial
10
LPL Financial
California
$3.72M +$2.05M +67,335 +123%
RJA
11
Raymond James & Associates
Florida
$3.48M -$197K -6,471 -5%
Stifel Financial
12
Stifel Financial
Missouri
$2.87M +$213K +6,999 +8%
FMP
13
Financial Management Professionals
Texas
$2.68M +$2.68M +87,978 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$2.07M +$126K +4,143 +6%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$2.05M +$2.04M +66,819 +17,818%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.65M -$166K -5,460 -9%
Jane Street
17
Jane Street
New York
$1.62M +$942K +30,921 +139%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.42M +$1.42M +46,668 New
FGAM
19
Financial Gravity Asset Management
Texas
$1.39M +$1.39M +45,117 New
AG
20
Advisor Group
Arizona
$1.35M +$977K +32,064 +265%
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$1.34M +$1.34M +44,325 New
EWA
22
EP Wealth Advisors
California
$1.31M -$119K -3,900 -8%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$1.27M +$1.27M +23,070 New
AWCI
24
Alpine Woods Capital Investors
New York
$1.14M – – –
CIBC World Market
25
CIBC World Market
Ontario, Canada
$1.07M +$1.07M +35,193 New
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