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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

63 hedge funds and large institutions have $35.7M invested in Invesco AI and Next Gen Software ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 54 increasing their positions, 0 reducing their positions, and 12 closing their positions.

Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
54
Reduced
–
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.84M
2
Jane Street
2
Jane Street
New York
$4.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.55M
4
Wells Fargo
4
Wells Fargo
California
$2.79M
5
Ameriprise
5
Ameriprise
Minnesota
$1.76M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$0
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
PA
4
PFG Advisors
Arizona
$0
5
SCA
5
Sandy Cove Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$5.84M 180,245 +136,507 +312%
Morgan Stanley
2
Morgan Stanley
New York
$5.55M 171,134 +98,124 +134%
Jane Street
3
Jane Street
New York
$4.14M 127,830 +127,830 New
Wells Fargo
4
Wells Fargo
California
$2.79M 86,170 +49,396 +134%
Ameriprise
5
Ameriprise
Minnesota
$1.76M 54,409 +35,277 +184%
UBS Group
6
UBS Group
Switzerland
$1.5M 46,290 +13,868 +43%
FA
7
Fiduciary Alliance
South Carolina
$1.5M 46,189 +31,237 +209%
Bank of America
8
Bank of America
North Carolina
$1.4M 43,061 +29,016 +207%
CA
9
Cetera Advisors
Colorado
$1.16M 35,831 +23,727 +196%
Osaic Holdings
10
Osaic Holdings
Arizona
$879K 27,117 +21,292 +366%
RJA
11
Raymond James & Associates
Florida
$848K 26,176 +16,461 +169%
EWA
12
EP Wealth Advisors
California
$799K 24,663 +23,793 +2,735%
Stifel Financial
13
Stifel Financial
Missouri
$618K 19,078 +12,630 +196%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$536K 16,524 +10,792 +188%
PSF
15
Pacific Sun Financial
California
$419K 12,915 +8,625 +201%
SPC
16
Sigma Planning Corp
Michigan
$388K 11,965 +7,791 +187%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$376K 11,614 +5,690 +96%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$340K 10,500 +10,500 New
CAN
19
Cetera Advisor Networks
California
$336K 10,356 +6,797 +191%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$334K 10,296 +10,296 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$331K 10,206 +6,104 +149%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$313K 9,670 +4,552 +89%
IWM
23
IHT Wealth Management
Illinois
$302K 9,316 +6,146 +194%
SWM
24
SeaCrest Wealth Management
New York
$298K 9,180 +6,065 +195%
Citadel Advisors
25
Citadel Advisors
Florida
$285K 8,781 +4,496 +105%
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