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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

65 hedge funds and large institutions have $40.5M invested in Invesco AI and Next Gen Software ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
65
Holders Change
+9
Holders Change %
+16.07%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
11
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$748K
2
FA
2
Fiduciary Alliance
South Carolina
$413K
3
PA
3
PFG Advisors
Arizona
$234K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$222K
5
SCA
5
Sandy Cove Advisors
Massachusetts
$201K

Top Sellers

1
AWCI
1
Alpine Woods Capital Investors
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$397K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$314K
4
Bank of America
4
Bank of America
North Carolina
$1.48M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$6.53M 71,788 -2,125 -3%
Morgan Stanley
2
Morgan Stanley
New York
$5.52M 60,627 -209 -0.3%
UBS Group
3
UBS Group
Switzerland
$4.89M 53,752 -207 -0.4%
LPL Financial
4
LPL Financial
California
$3.98M 43,697 +2,172 +5%
Ameriprise
5
Ameriprise
Minnesota
$1.68M 18,339 +186 +1%
Bank of America
6
Bank of America
North Carolina
$1.48M 16,252 -5,778 -26%
CA
7
Cetera Advisors
Colorado
$1.29M 14,229 -714 -5%
Goldman Sachs
8
Goldman Sachs
New York
$1.28M 14,052 – –
Citadel Advisors
9
Citadel Advisors
Florida
$1.1M 12,044 -4,884 -29%
SPC
10
Sigma Planning Corp
Michigan
$936K 10,288 -240 -2%
RJA
11
Raymond James & Associates
Florida
$892K 9,801 -275 -3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$848K 9,318 -535 -5%
EWA
13
EP Wealth Advisors
California
$748K 8,221 +8,221 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$745K 8,192 +854 +12%
TRCT
15
Tower Research Capital (TRC)
New York
$631K 6,932 -3,656 -35%
Osaic Holdings
16
Osaic Holdings
Arizona
$610K 6,718 -1,731 -20%
Stifel Financial
17
Stifel Financial
Missouri
$603K 6,626 -74 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$508K 5,587 -36 -0.6%
CAN
19
Cetera Advisor Networks
California
$423K 4,652 -2,778 -37%
FA
20
Fiduciary Alliance
South Carolina
$413K 4,537 +4,537 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$397K 4,359 -8,499 -66%
PSF
22
Pacific Sun Financial
California
$388K 4,260 -95 -2%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$373K 4,102 +415 +11%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$365K 4,011 -2,510 -38%
D
25
Diversified
Delaware
$350K 3,841 -2,761 -42%
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