IGPT icon

Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

88 hedge funds and large institutions have $58.4M invested in Invesco AI and Next Gen Software ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+22
Holders Change %
+33.33%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
22
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.42M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.03M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.28M
4
CNBT
Canandaigua National Bank & Trust
New York
+$1.02M
5
PAG
Private Advisory Group
Washington
+$572K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.37M
2
Wells Fargo
Wells Fargo
California
-$1.93M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$811K
4
FA
Fiduciary Alliance
South Carolina
-$401K
5
CP
Camelot Portfolios
Ohio
-$245K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$12.1M +$3.42M +75,645 +39%
Morgan Stanley
2
Morgan Stanley
New York
$9.68M -$3.37M -74,588 -26%
Jane Street
3
Jane Street
New York
$3.09M +$415K +9,167 +15%
UBS Group
4
UBS Group
Switzerland
$2.4M +$278K +6,147 +13%
Ameriprise
5
Ameriprise
Minnesota
$2.12M +$206K +4,543 +11%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.03M +$2.03M +44,875 New
Wells Fargo
7
Wells Fargo
California
$1.84M -$1.93M -42,639 -51%
Bank of America
8
Bank of America
North Carolina
$1.81M -$97.5K -2,155 -5%
FA
9
Fiduciary Alliance
South Carolina
$1.67M -$401K -8,765 -19%
RJA
10
Raymond James & Associates
Florida
$1.54M +$363K +8,025 +31%
CA
11
Cetera Advisors
Colorado
$1.29M -$161K -3,558 -11%
Citadel Advisors
12
Citadel Advisors
Florida
$1.28M +$1.28M +28,199 New
EWA
13
EP Wealth Advisors
California
$1.12M – – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.1M +$350K +7,730 +47%
Stifel Financial
15
Stifel Financial
Missouri
$1.03M +$236K +5,217 +30%
CNBT
16
Canandaigua National Bank & Trust
New York
$1.02M +$1.02M +22,611 New
Corient Private Wealth
17
Corient Private Wealth
Florida
$819K +$526K +11,633 +180%
Osaic Holdings
18
Osaic Holdings
Arizona
$739K +$160K +3,532 +28%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$615K +$178K +3,929 +41%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$573K +$269K +5,957 +89%
PAG
21
Private Advisory Group
Washington
$572K +$572K +12,634 New
CAN
22
Cetera Advisor Networks
California
$562K +$89.6K +1,981 +19%
PSF
23
Pacific Sun Financial
California
$559K -$10.9K -240 -2%
PAG
24
Private Advisor Group
New Jersey
$485K +$485K +10,724 New
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$480K – – –
1
2 3 4