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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

108 hedge funds and large institutions have $120M invested in Invesco AI and Next Gen Software ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
22
Increased
25
Reduced
21
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$10.1M
2
BMM
Berkshire Money Management
Massachusetts
+$6.4M
3
Jane Street
Jane Street
New York
+$2.15M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.34M
5
AAS
Avantax Advisory Services
Texas
+$1.32M

Top Sellers

1
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
-$7.99M
2
MIM
Marshall Investment Management
Colorado
-$4.62M
3
Morgan Stanley
Morgan Stanley
New York
-$3.8M
4
SIM
Seaview Investment Managers
Florida
-$1.27M
5
MAG
Members Advisory Group
New York
-$921K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$28.8M +$10.1M +249,996 +54%
LPL Financial
2
LPL Financial
California
$13M +$1.3M +32,202 +11%
Morgan Stanley
3
Morgan Stanley
New York
$12M -$3.8M -93,816 -24%
MAG
4
Members Advisory Group
New York
$7.86M -$921K -22,741 -10%
Bank of America
5
Bank of America
North Carolina
$6.86M -$657K -16,233 -9%
BMM
6
Berkshire Money Management
Massachusetts
$6.4M +$6.4M +157,999 New
Ameriprise
7
Ameriprise
Minnesota
$4.17M +$23.2K +574 +0.6%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.99M +$938K +23,162 +31%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.58M -$13K -322 -0.5%
Jane Street
10
Jane Street
New York
$2.15M +$2.15M +53,141 New
Jones Financial Companies
11
Jones Financial Companies
Missouri
$1.95M +$1.34M +32,982 +221%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.92M -$21.4K -528 -1%
PFT
13
Providence First Trust
Arizona
$1.88M – – –
Raymond James Financial
14
Raymond James Financial
Florida
$1.76M +$95.3K +2,354 +6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.63M +$73K +1,804 +5%
KPWS
16
Kestra Private Wealth Services
Texas
$1.36M +$247K +6,112 +22%
IAP
17
Indie Asset Partners
Indiana
$1.35M +$48.8K +1,205 +4%
AAS
18
Avantax Advisory Services
Texas
$1.32M +$1.32M +32,548 New
KWM
19
Kingsview Wealth Management
Oregon
$1.16M -$100K -2,477 -8%
PCP
20
Proficio Capital Partners
Massachusetts
$1.09M +$1.09M +26,980 New
Corient Private Wealth
21
Corient Private Wealth
Florida
$1.08M +$77.2K +1,906 +8%
EWA
22
EP Wealth Advisors
California
$981K -$14.6K -361 -1%
Stifel Financial
23
Stifel Financial
Missouri
$750K -$156K -3,853 -17%
PAG
24
Private Advisor Group
New Jersey
$736K +$25.1K +619 +4%
CCFM
25
Clear Creek Financial Management
Washington
$668K +$74K +1,828 +12%
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