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Invesco AI and Next Gen Software ETF

93 hedge funds and large institutions have $135M invested in Invesco AI and Next Gen Software ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.84% less ownership

Funds ownership: 93.5%87.65% (-5.8%)

6% less funds holding

Funds holding: 9993 (-6)

28% less capital invested

Capital invested by funds: $189M → $135M (-$53.6M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

49% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 39

Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$21.1M -$12.1M -232,785 -35%
UBS Group
2
UBS Group
Switzerland
$15.1M -$1.52M -29,289 -9%
LPL Financial
3
LPL Financial
California
$14.3M -$2.41M -46,644 -14%
Morgan Stanley
4
Morgan Stanley
New York
$14M -$1.52M -29,373 -9%
SPC
5
Sigma Planning Corp
Michigan
$7.89M -$125K -2,412 -1%
Bank of America
6
Bank of America
North Carolina
$6.18M -$429K -8,280 -6%
CA
7
Cetera Advisors
Colorado
$4.93M +$1.5M +28,950 +39%
Ameriprise
8
Ameriprise
Minnesota
$3.01M -$1.63M -31,500 -33%
FTUS
9
Flow Traders U.S.
New York
$2.99M -$2.88M -55,635 -47%
AWM
10
AE Wealth Management
Kansas
$2.63M +$14.4K +279 +0.5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.6M +$48.5K +936 +2%
Goldman Sachs
12
Goldman Sachs
New York
$2.14M +$745K +14,385 +47%
FAIM
13
Financial Advocates Investment Management
Washington
$1.91M +$4.04K +78 +0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.82M -$155K -2,994 -7%
AWCI
15
Alpine Woods Capital Investors
New York
$1.8M
D
16
Diversified
Delaware
$1.79M -$343K -6,633 -15%
Citadel Advisors
17
Citadel Advisors
Florida
$1.74M -$1.04M -20,016 -36%
BSG
18
Black Swift Group
Colorado
$1.71M -$15.5K -300 -0.8%
DC
19
Defender Capital
North Carolina
$1.59M -$3.22M -62,100 -65%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.49M +$644K +12,438 +67%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.48M -$47.5K -918 -3%
RJA
22
Raymond James & Associates
Florida
$1.45M -$271K -5,235 -15%
CPO
23
Cerity Partners OCIO
New York
$1.28M -$31.5K -609 -2%
TRCT
24
Tower Research Capital (TRC)
New York
$1.26M +$283K +5,463 +26%
EWA
25
EP Wealth Advisors
California
$1.25M -$44.4K -858 -3%

IGPT Hedge Fund Activity: Q3 2021 in Review

93 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q3 2021, worth a combined $135M — down 28% from $189M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IGPT and 7 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 20 added.

The largest buyer was Cetera Advisors, adding an estimated $1.5M. The largest seller was Wells Fargo, cutting an estimated $12.1M.

  • 93 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q3 2021, down from 99 in Q2 2021.
  • Funds reported $135M of Invesco AI and Next Gen Software ETF stock for Q3 2021, down 28% quarter-over-quarter.
  • 7 funds opened new Invesco AI and Next Gen Software ETF positions in Q3 2021 and 11 closed out, a net change of -4 holders.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q3 2021 was Cetera Advisors, an estimated $1.5M added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q3 2021 was Wells Fargo, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2021.