IGPT icon

Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

108 hedge funds and large institutions have $112M invested in Invesco AI and Next Gen Software ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
40
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$20.7M
2
Jane Street
2
Jane Street
New York
$5.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$4.11M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.19M
5
SIM
5
Seaview Investment Managers
Florida
$1.99M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$287K
2
Morgan Stanley
2
Morgan Stanley
New York
$15.4M
3
FA
3
Fiduciary Alliance
South Carolina
$0
4
Ameriprise
4
Ameriprise
Minnesota
$5.2M
5
LPL Financial
5
LPL Financial
California
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$20.7M 455,103 +143,493 +46%
Morgan Stanley
2
Morgan Stanley
New York
$15.4M 337,928 -63,977 -16%
LPL Financial
3
LPL Financial
California
$13.2M 289,686 -14,866 -5%
Bank of America
4
Bank of America
North Carolina
$7.83M 172,126 +31,446 +22%
Jane Street
5
Jane Street
New York
$5.5M 120,966 +107,722 +813%
Ameriprise
6
Ameriprise
Minnesota
$5.2M 114,236 -23,134 -17%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$4.11M 90,227 +88,686 +5,755%
Citadel Advisors
8
Citadel Advisors
Florida
$3.19M 70,126 +70,126 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.91M 64,045 +2,619 +4%
MAG
10
Members Advisory Group
New York
$2.81M 61,668 +37,413 +154%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.12M 46,681 -285 -0.6%
SIM
12
Seaview Investment Managers
Florida
$1.99M 43,835 +43,835 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.69M 37,213 +6,814 +22%
KWM
14
Kingsview Wealth Management
Oregon
$1.59M 34,894 +12,124 +53%
IAP
15
Indie Asset Partners
Indiana
$1.46M 32,048 +8,680 +37%
KPWS
16
Kestra Private Wealth Services
Texas
$1.37M 30,072 +1,955 +7%
Stifel Financial
17
Stifel Financial
Missouri
$1.24M 27,216 +1,040 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.14M 25,096 +3,874 +18%
EWA
19
EP Wealth Advisors
California
$1.12M 24,583 -80 -0.3%
Corient Private Wealth
20
Corient Private Wealth
Florida
$1.03M 22,563 +3,541 +19%
RJA
21
Raymond James & Associates
Florida
$1.02M 22,468 -2,586 -10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1M 22,017 +4,516 +26%
PAG
23
Private Advisor Group
New Jersey
$753K 16,559 +2,366 +17%
CCFM
24
Clear Creek Financial Management
Washington
$610K 13,414 +797 +6%
PSF
25
Pacific Sun Financial
California
$541K 11,890 -405 -3%
1
2 3 4 5