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Invesco AI and Next Gen Software ETF

107 hedge funds and large institutions have $244M invested in Invesco AI and Next Gen Software ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+15
Holders Change %
+16.3%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
28
Increased
30
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$36.4M -$413K -8,052 -1%
PF
2
Phoenix Financial
Israel
$20.3M +$20.3M +396,006 New
UBS Group
3
UBS Group
Switzerland
$19.9M -$462K -9,015 -2%
HighTower Advisors
4
HighTower Advisors
Illinois
$18.8M +$783K +15,270 +4%
Morgan Stanley
5
Morgan Stanley
New York
$17.8M +$25.8K +504 +0.1%
LPL Financial
6
LPL Financial
California
$16.8M -$1.04M -20,229 -6%
Bank of America
7
Bank of America
North Carolina
$9.84M +$45.2K +882 +0.5%
SPC
8
Sigma Planning Corp
Michigan
$8.67M -$127K -2,469 -1%
Ameriprise
9
Ameriprise
Minnesota
$6.67M +$113K +2,214 +2%
DC
10
Defender Capital
North Carolina
$5.98M -$388K -7,560 -6%
RJA
11
Raymond James & Associates
Florida
$5.25M -$206K -4,020 -4%
CA
12
Cetera Advisors
Colorado
$4.47M -$52.9K -1,032 -1%
BSG
13
Black Swift Group
Colorado
$4.46M +$635K +12,375 +17%
Stifel Financial
14
Stifel Financial
Missouri
$4.13M +$69.1K +1,347 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.84M -$879K -17,145 -19%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.52M +$63.7K +1,242 +2%
FEM
17
Fulcrum Equity Management
Texas
$3.37M -$66.6K -1,299 -2%
FAIM
18
Financial Advocates Investment Management
Washington
$2.86M -$21.7K -423 -0.8%
TIAM2
19
Tru Independence Asset Management 2
Oregon
$2.69M +$2.69M +52,416 New
AWM
20
AE Wealth Management
Kansas
$2.5M +$408K +7,956 +19%
SS
21
Simplicity Solutions
Minnesota
$2.29M +$498K +9,708 +28%
D
22
Diversified
Delaware
$2.25M +$2.25M +54,444 New
EWA
23
EP Wealth Advisors
California
$1.98M -$11.4K -222 -0.6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.95M -$1.96M -38,244 -50%
AWCI
25
Alpine Woods Capital Investors
New York
$1.92M