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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

92 hedge funds and large institutions have $175M invested in Invesco AI and Next Gen Software ETF in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
23
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.36M
2
BSG
Black Swift Group
Colorado
+$2.32M
3
Wells Fargo
Wells Fargo
California
+$1.57M
4
FAIM
Financial Advocates Investment Management
Washington
+$1.43M
5
CA
Cetera Advisors
Colorado
+$754K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$8.5M
2
IMC Chicago
IMC Chicago
Illinois
-$6.05M
3
TRCT
Tower Research Capital (TRC)
New York
-$3.15M
4
DC
Defender Capital
North Carolina
-$1.99M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$27.7M +$1.57M +40,971 +6%
Morgan Stanley
2
Morgan Stanley
New York
$17.6M +$404K +10,560 +2%
UBS Group
3
UBS Group
Switzerland
$16.4M -$503K -13,143 -3%
LPL Financial
4
LPL Financial
California
$15.6M +$3.36M +87,918 +28%
HighTower Advisors
5
HighTower Advisors
Illinois
$13.6M -$80.1K -2,094 -0.6%
Bank of America
6
Bank of America
North Carolina
$8.62M +$686K +17,916 +9%
SPC
7
Sigma Planning Corp
Michigan
$6.41M -$73.9K -1,932 -1%
DC
8
Defender Capital
North Carolina
$5.64M -$1.99M -51,900 -26%
Ameriprise
9
Ameriprise
Minnesota
$3.69M -$183K -4,791 -5%
RJA
10
Raymond James & Associates
Florida
$3.65M -$40K -1,044 -1%
CA
11
Cetera Advisors
Colorado
$3.33M +$754K +19,692 +29%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.25M -$684K -17,865 -17%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.24M -$8.5M -222,039 -72%
Stifel Financial
14
Stifel Financial
Missouri
$3.17M -$10.9K -285 -0.3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.94M -$67.2K -1,755 -2%
BSG
16
Black Swift Group
Colorado
$2.32M +$2.32M +60,600 New
IMC Chicago
17
IMC Chicago
Illinois
$2.2M -$6.05M -157,998 -73%
FAIM
18
Financial Advocates Investment Management
Washington
$2.13M +$1.43M +37,368 +204%
RICHC
19
Renaissance Investment Consultants Holding Company
Pennsylvania
$2.13M -$386K -9,864 -15%
EWA
20
EP Wealth Advisors
California
$1.48M – – –
AWCI
21
Alpine Woods Capital Investors
New York
$1.44M – – –
AWM
22
AE Wealth Management
Kansas
$1.43M -$97.2K -2,541 -6%
Citadel Advisors
23
Citadel Advisors
Florida
$1.33M -$1.29M -33,723 -49%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1.27M – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.22M -$154K -4,014 -11%
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