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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

104 hedge funds and large institutions have $102M invested in Invesco AI and Next Gen Software ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 13 closing their positions.

Holders
104
Holders Change
+16
Holders Change %
+18.18%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
27
Reduced
14
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$14.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.64M
4
Bank of America
4
Bank of America
North Carolina
$6.68M
5
Ameriprise
5
Ameriprise
Minnesota
$6.52M

Top Sellers

1
Jane Street
1
Jane Street
New York
$629K
2
Wells Fargo
2
Wells Fargo
California
$16.6K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CNBT
4
Canandaigua National Bank & Trust
New York
$0
5
PAG
5
Private Advisory Group
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.1M 401,905 +187,929 +88%
UBS Group
2
UBS Group
Switzerland
$14.8M 311,610 +258,544 +487%
LPL Financial
3
LPL Financial
California
$14.5M 304,552 +37,232 +14%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.64M 181,993 +169,324 +1,337%
Bank of America
5
Bank of America
North Carolina
$6.68M 140,680 +100,758 +252%
Ameriprise
6
Ameriprise
Minnesota
$6.52M 137,370 +90,539 +193%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.92M 61,426 +47,827 +352%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.23M 46,966 +2,091 +5%
FA
9
Fiduciary Alliance
South Carolina
$1.55M 32,445 -4,033 -11%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.44M 30,399 +6,101 +25%
KPWS
11
Kestra Private Wealth Services
Texas
$1.34M 28,117 +28,117 New
Stifel Financial
12
Stifel Financial
Missouri
$1.24M 26,176 +3,507 +15%
RJA
13
Raymond James & Associates
Florida
$1.19M 25,054 -8,948 -26%
EWA
14
EP Wealth Advisors
California
$1.17M 24,663 – –
MAG
15
Members Advisory Group
New York
$1.15M 24,255 +24,255 New
IAP
16
Indie Asset Partners
Indiana
$1.11M 23,368 +16,930 +263%
KWM
17
Kingsview Wealth Management
Oregon
$1.08M 22,770 +22,770 New
Osaic Holdings
18
Osaic Holdings
Arizona
$1.01M 21,222 +4,892 +30%
Corient Private Wealth
19
Corient Private Wealth
Florida
$903K 19,022 +930 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$831K 17,501 +7,692 +78%
PAG
21
Private Advisor Group
New Jersey
$674K 14,193 +3,469 +32%
Jane Street
22
Jane Street
New York
$629K 13,244 -55,074 -81%
CCFM
23
Clear Creek Financial Management
Washington
$599K 12,617 +2,372 +23%
PSF
24
Pacific Sun Financial
California
$584K 12,295 -60 -0.5%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$515K 10,500 – –
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