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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

66 hedge funds and large institutions have $43.6M invested in Invesco AI and Next Gen Software ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
LPL Financial
2
LPL Financial
California
$7.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$811K
4
CP
4
Camelot Portfolios
Ohio
$245K
5
CCFM
5
Clear Creek Financial Management
Washington
$235K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.28M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$494K
3
Ameriprise
3
Ameriprise
Minnesota
$1.63M
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.1M 288,564 +117,430 +69%
LPL Financial
2
LPL Financial
California
$7.4M 191,675 +11,430 +6%
Wells Fargo
3
Wells Fargo
California
$3.21M 83,217 -2,953 -3%
Jane Street
4
Jane Street
New York
$2.28M 59,151 -68,679 -54%
UBS Group
5
UBS Group
Switzerland
$1.81M 46,919 +629 +1%
FA
6
Fiduciary Alliance
South Carolina
$1.75M 45,243 -946 -2%
Ameriprise
7
Ameriprise
Minnesota
$1.63M 42,288 -12,121 -22%
Bank of America
8
Bank of America
North Carolina
$1.62M 42,077 -984 -2%
CA
9
Cetera Advisors
Colorado
$1.24M 32,045 -3,786 -11%
RJA
10
Raymond James & Associates
Florida
$1M 25,977 -199 -0.8%
EWA
11
EP Wealth Advisors
California
$952K 24,663 – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$811K 21,011 +9,397 +81%
Stifel Financial
13
Stifel Financial
Missouri
$674K 17,452 -1,626 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$640K 16,568 +44 +0.3%
Osaic Holdings
15
Osaic Holdings
Arizona
$494K 12,798 -14,319 -53%
PSF
16
Pacific Sun Financial
California
$486K 12,595 -320 -2%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$405K 10,500 – –
CAN
18
Cetera Advisor Networks
California
$403K 10,440 +84 +0.8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$373K 9,670 – –
IWM
20
IHT Wealth Management
Illinois
$353K 9,151 -165 -2%
SWM
21
SeaCrest Wealth Management
New York
$334K 8,991 -189 -2%
D
22
Diversified
Delaware
$327K 8,457 – –
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$323K 8,361 -1,845 -18%
OC
24
Oppenheimer & Co
New York
$306K 7,937 -590 -7%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$259K 6,712 +205 +3%
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