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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

63 hedge funds and large institutions have $38.8M invested in Invesco AI and Next Gen Software ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$581K
2
OC
Oppenheimer & Co
New York
+$555K
3
IWM
IHT Wealth Management
Illinois
+$317K
4
Corient Private Wealth
Corient Private Wealth
Florida
+$218K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$207K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.27M
2
UBS Group
UBS Group
Switzerland
-$1.96M
3
LPL Financial
LPL Financial
California
-$523K
4
EWA
EP Wealth Advisors
California
-$367K
5
TRCT
Tower Research Capital (TRC)
New York
-$307K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.13M -$25.7K -759 -0.4%
Wells Fargo
2
Wells Fargo
California
$4.01M -$3.27M -96,717 -45%
LPL Financial
3
LPL Financial
California
$3.91M -$523K -15,474 -12%
UBS Group
4
UBS Group
Switzerland
$3.49M -$1.96M -58,044 -36%
Ameriprise
5
Ameriprise
Minnesota
$1.78M -$83.4K -2,466 -4%
Bank of America
6
Bank of America
North Carolina
$1.48M -$167K -4,935 -10%
Goldman Sachs
7
Goldman Sachs
New York
$1.42M -$9.13K -270 -0.6%
CA
8
Cetera Advisors
Colorado
$1.28M -$159K -4,701 -11%
SPC
9
Sigma Planning Corp
Michigan
$1.03M -$8.83K -261 -0.8%
RJA
10
Raymond James & Associates
Florida
$979K -$15.6K -462 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$931K +$581K +17,181 +166%
Citadel Advisors
12
Citadel Advisors
Florida
$926K -$296K -8,754 -24%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$924K +$92.6K +2,739 +11%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$699K -$246K -7,269 -26%
Osaic Holdings
15
Osaic Holdings
Arizona
$693K +$11.1K +327 +2%
Stifel Financial
16
Stifel Financial
Missouri
$666K -$6.49K -192 -1%
EWA
17
EP Wealth Advisors
California
$649K -$367K -8,916 -36%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$648K +$207K +6,123 +47%
OC
19
Oppenheimer & Co
New York
$555K +$555K +16,416 New
FA
20
Fiduciary Alliance
South Carolina
$519K +$58.4K +1,728 +13%
CAN
21
Cetera Advisor Networks
California
$484K +$12.3K +363 +3%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$416K – – –
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$399K +$103K +3,036 +35%
TRCT
24
Tower Research Capital (TRC)
New York
$396K -$307K -9,087 -44%
D
25
Diversified
Delaware
$346K -$44K -1,302 -11%
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