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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

104 hedge funds and large institutions have $127M invested in Invesco AI and Next Gen Software ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
104
Holders Change
-4
Holders Change %
-3.7%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
15
Increased
29
Reduced
20
Closed
13
Calls
$68K
Puts
–
Net Calls
+$68K
Net Calls Change
+$68K

Top Buyers

1
RBWA
1
RFG - Bristol Wealth Advisors
Massachusetts
$9.36M
2
MAG
2
Members Advisory Group
New York
$9.8M
3
MIM
3
Marshall Investment Management
Colorado
$5.21M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.41M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$28.4K
3
Citadel Advisors
3
Citadel Advisors
Florida
$509K
4
SIM
4
Seaview Investment Managers
Florida
$1.27M
5
Ameriprise
5
Ameriprise
Minnesota
$4.64M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$20.9M 461,688 +6,585 +1%
Morgan Stanley
2
Morgan Stanley
New York
$17.6M 390,099 +52,171 +15%
LPL Financial
3
LPL Financial
California
$13M 287,929 -1,757 -0.6%
MAG
4
Members Advisory Group
New York
$9.8M 216,753 +155,085 +251%
RBWA
5
RFG - Bristol Wealth Advisors
Massachusetts
$9.36M 206,954 +206,954 New
Bank of America
6
Bank of America
North Carolina
$8.4M 185,722 +13,596 +8%
MIM
7
Marshall Investment Management
Colorado
$5.21M 114,588 +114,588 New
Ameriprise
8
Ameriprise
Minnesota
$4.64M 102,678 -11,558 -10%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.41M 75,412 +50,316 +200%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.9M 64,142 +97 +0.2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.17M 48,063 +1,382 +3%
PFT
12
Providence First Trust
Arizona
$2.11M 46,550 +46,550 New
Raymond James Financial
13
Raymond James Financial
Florida
$1.86M 41,232 +41,232 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.74M 38,514 +1,301 +3%
IAP
15
Indie Asset Partners
Indiana
$1.45M 32,105 +57 +0.2%
KWM
16
Kingsview Wealth Management
Oregon
$1.4M 31,052 -3,842 -11%
SIM
17
Seaview Investment Managers
Florida
$1.27M 28,021 -15,814 -36%
KPWS
18
Kestra Private Wealth Services
Texas
$1.25M 27,548 -2,524 -8%
Corient Private Wealth
19
Corient Private Wealth
Florida
$1.12M 24,831 +2,268 +10%
EWA
20
EP Wealth Advisors
California
$1.11M 24,583 – –
Stifel Financial
21
Stifel Financial
Missouri
$1.01M 22,384 -4,832 -18%
PAG
22
Private Advisor Group
New Jersey
$794K 17,549 +990 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$717K 15,863 -6,154 -28%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$676K 14,938 +3,821 +34%
CCFM
25
Clear Creek Financial Management
Washington
$663K 14,661 +1,247 +9%
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