IGPT icon

Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

77 hedge funds and large institutions have $156M invested in Invesco AI and Next Gen Software ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
29
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.66M
2
LPL Financial
LPL Financial
California
+$2.54M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.05M
4
Wells Fargo
Wells Fargo
California
+$1.74M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.13M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.07M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$829K
3
Ameriprise
Ameriprise
Minnesota
-$727K
4
PMG
ProVise Management Group
Florida
-$537K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$440K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$23.2M +$1.74M +54,549 +8%
UBS Group
2
UBS Group
Switzerland
$18.8M +$943K +29,529 +5%
Morgan Stanley
3
Morgan Stanley
New York
$16.9M +$3.66M +114,684 +28%
NCM
4
Niemann Capital Management
Nevada
$13.5M -$267K -8,109 -2%
HighTower Advisors
5
HighTower Advisors
Illinois
$11.3M +$545K +17,049 +5%
Bank of America
6
Bank of America
North Carolina
$6.73M +$370K +11,571 +6%
LPL Financial
7
LPL Financial
California
$6.44M +$2.54M +79,626 +65%
SPC
8
Sigma Planning Corp
Michigan
$5.66M -$74.8K -2,343 -1%
JFM
9
Jackson Financial Management
California
$4.01M -$4.41K -138 -0.1%
FMP
10
Financial Management Professionals
Texas
$3.59M +$780K +24,408 +28%
RJA
11
Raymond James & Associates
Florida
$3.52M -$133K -4,173 -4%
Ameriprise
12
Ameriprise
Minnesota
$3.48M -$727K -22,770 -17%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$3.31M +$1.13M +35,526 +52%
Stifel Financial
14
Stifel Financial
Missouri
$3.03M +$20.7K +648 +0.7%
Jane Street
15
Jane Street
New York
$2.19M +$493K +15,423 +29%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$2.08M -$71.7K -2,244 -3%
Citadel Advisors
17
Citadel Advisors
Florida
$2.05M +$2.05M +64,275 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.73M – – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.55M +$55K +1,722 +4%
AG
20
Advisor Group
Arizona
$1.54M +$130K +4,071 +9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.4M +$996K +31,185 +250%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1.27M – – –
EWA
23
EP Wealth Advisors
California
$1.23M -$146K -4,584 -11%
AWCI
24
Alpine Woods Capital Investors
New York
$1.2M – – –
CA
25
Cetera Advisors
Colorado
$1.12M +$473K +14,739 +73%
1
2 3 4