IGPT icon

Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

109 hedge funds and large institutions have $211M invested in Invesco AI and Next Gen Software ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
31
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$3.53M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.07M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.15M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.11M
5
AWM
AE Wealth Management
Kansas
+$833K

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$18.3M
2
Morgan Stanley
Morgan Stanley
New York
-$3.84M
3
RJA
Raymond James & Associates
Florida
-$3.18M
4
Stifel Financial
Stifel Financial
Missouri
-$2.74M
5
SS
Simplicity Solutions
Minnesota
-$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$36.3M -$557K -10,728 -2%
PF
2
Phoenix Financial
Israel
$19.2M -$1.38M -26,556 -7%
UBS Group
3
UBS Group
Switzerland
$18.8M -$1.4M -27,027 -7%
LPL Financial
4
LPL Financial
California
$16M -$1.05M -20,310 -6%
Morgan Stanley
5
Morgan Stanley
New York
$14.1M -$3.84M -73,995 -21%
Bank of America
6
Bank of America
North Carolina
$9.01M -$959K -18,471 -10%
SPC
7
Sigma Planning Corp
Michigan
$8.87M +$89.3K +1,719 +1%
Ameriprise
8
Ameriprise
Minnesota
$5.64M -$1.13M -21,696 -17%
DC
9
Defender Capital
North Carolina
$5.15M -$913K -17,580 -15%
CA
10
Cetera Advisors
Colorado
$4.41M -$117K -2,262 -3%
FTUS
11
Flow Traders U.S.
New York
$3.53M +$3.53M +67,953 New
FEM
12
Fulcrum Equity Management
Texas
$3.44M +$36K +693 +1%
AWM
13
AE Wealth Management
Kansas
$3.37M +$833K +16,044 +33%
Citadel Advisors
14
Citadel Advisors
Florida
$3.07M +$3.07M +59,172 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.96M -$934K -17,979 -24%
FAIM
16
Financial Advocates Investment Management
Washington
$2.85M -$50.6K -975 -2%
D
17
Diversified
Delaware
$2.72M -$106K -2,034 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.71M -$864K -16,569 -24%
BSG
19
Black Swift Group
Colorado
$2.6M -$1.92M -36,975 -43%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.2M +$229K +4,407 +12%
RJA
21
Raymond James & Associates
Florida
$2.14M -$3.18M -61,158 -60%
Truist Financial
22
Truist Financial
North Carolina
$1.97M +$135K +2,601 +7%
AWCI
23
Alpine Woods Capital Investors
New York
$1.95M – – –
EWA
24
EP Wealth Advisors
California
$1.93M -$74.8K -1,440 -4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.71M +$394K +7,578 +30%
1
2 3 4 5