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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

67 hedge funds and large institutions have $40.8M invested in Invesco AI and Next Gen Software ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.86M
2
FA
2
Fiduciary Alliance
South Carolina
$1.61M
3
LPL Financial
3
LPL Financial
California
$4.71M
4
PSF
4
Pacific Sun Financial
California
$435K
5
KWM
5
Kingsview Wealth Management
Oregon
$333K

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$885K
2
SPC
2
Sigma Planning Corp
Michigan
$450K
3
Citadel Advisors
3
Citadel Advisors
Florida
$461K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$638K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.86M 73,010 +12,636 +21%
LPL Financial
2
LPL Financial
California
$4.71M 43,738 +5,199 +13%
Wells Fargo
3
Wells Fargo
California
$3.96M 36,774 -2,775 -7%
UBS Group
4
UBS Group
Switzerland
$3.49M 32,422 -1,982 -6%
Ameriprise
5
Ameriprise
Minnesota
$2.06M 19,132 +1,615 +9%
FA
6
Fiduciary Alliance
South Carolina
$1.61M 14,952 +9,839 +192%
Bank of America
7
Bank of America
North Carolina
$1.51M 14,045 -562 -4%
CA
8
Cetera Advisors
Colorado
$1.3M 12,104 -558 -4%
RJA
9
Raymond James & Associates
Florida
$1.05M 9,715 +68 +0.7%
EWA
10
EP Wealth Advisors
California
$885K 870 -4,379 -83%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$762K 7,075 -2,030 -22%
Stifel Financial
12
Stifel Financial
Missouri
$694K 6,448 -114 -2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$638K 5,924 -3,253 -35%
Osaic Holdings
14
Osaic Holdings
Arizona
$627K 5,825 -1,002 -15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$617K 5,732 -1,163 -17%
OC
16
Oppenheimer & Co
New York
$614K 5,706 +234 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$551K 5,118 -134 -3%
TRCT
18
Tower Research Capital (TRC)
New York
$519K 4,822 +919 +24%
Goldman Sachs
19
Goldman Sachs
New York
$494K 13,753 -209 -1%
Citadel Advisors
20
Citadel Advisors
Florida
$461K 4,285 -4,841 -53%
SPC
21
Sigma Planning Corp
Michigan
$450K 4,174 -6,027 -59%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$442K 4,102 – –
PSF
23
Pacific Sun Financial
California
$435K 4,290 +4,290 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$408K 3,787 -2,613 -41%
CAN
25
Cetera Advisor Networks
California
$383K 3,559 -1,214 -25%
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