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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

97 hedge funds and large institutions have $162M invested in Invesco AI and Next Gen Software ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+14
Holders Change %
+16.87%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
33
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.55M
2
NCM
Niemann Capital Management
Nevada
+$2.85M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.5M
4
Truist Financial
Truist Financial
North Carolina
+$974K
5
AI
Atria Investments
North Carolina
+$950K

Top Sellers

1
JFM
Jackson Financial Management
California
-$3.92M
2
FMP
Financial Management Professionals
Texas
-$3.46M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.8M
4
IMC Chicago
IMC Chicago
Illinois
-$2.33M
5
IA
IFP Advisors
Florida
-$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$26M +$862K +25,908 +3%
UBS Group
2
UBS Group
Switzerland
$17M +$395K +11,886 +2%
Morgan Stanley
3
Morgan Stanley
New York
$16.4M -$1.32M -39,690 -7%
HighTower Advisors
4
HighTower Advisors
Illinois
$12.1M +$123K +3,717 +1%
LPL Financial
5
LPL Financial
California
$11.8M +$4.55M +136,893 +63%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$7.61M +$2.5M +75,321 +49%
Bank of America
7
Bank of America
North Carolina
$6.37M +$359K +10,785 +6%
SPC
8
Sigma Planning Corp
Michigan
$5.99M +$229K +6,879 +4%
Ameriprise
9
Ameriprise
Minnesota
$5.31M +$731K +22,050 +16%
RJA
10
Raymond James & Associates
Florida
$3.67M -$53K -1,593 -1%
Stifel Financial
11
Stifel Financial
Missouri
$3.1M +$86.1K +2,595 +3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.93M -$937K -28,167 -24%
NCM
13
Niemann Capital Management
Nevada
$2.85M +$2.85M +85,602 New
RICHC
14
Renaissance Investment Consultants Holding Company
Pennsylvania
$2.56M +$2.56M +77,364 New
Citadel Advisors
15
Citadel Advisors
Florida
$2.17M -$2.8M -84,303 -56%
CA
16
Cetera Advisors
Colorado
$2M +$318K +9,651 +19%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.8M – – –
IMC Chicago
18
IMC Chicago
Illinois
$1.53M -$2.33M -70,053 -60%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.44M +$588K +17,685 +69%
AG
20
Advisor Group
Arizona
$1.39M -$674K -20,253 -33%
AWM
21
AE Wealth Management
Kansas
$1.3M +$457K +13,728 +54%
EWA
22
EP Wealth Advisors
California
$1.29M +$12.8K +384 +1%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$1.27M – – –
AWCI
24
Alpine Woods Capital Investors
New York
$1.25M – – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.18M +$24.4K +735 +2%
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