We are live on ! Find out more
IGPT icon

Invesco AI and Next Gen Software ETF

109 hedge funds and large institutions have $121M 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

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

4% more funds holding

Funds holding: 105109 (+4)

0.06% less ownership

Funds ownership: 31.44%31.39% (-0.06%)

6% less capital invested

Capital invested by funds: $128M → $121M (-$7.47M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.46%
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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$28.8M +$11.4M +249,996 +54%
LPL Financial
2
LPL Financial
California
$13M +$1.47M +32,202 +11%
Morgan Stanley
3
Morgan Stanley
New York
$12M -$4.27M -93,816 -24%
MAG
4
Members Advisory Group
New York
$7.86M -$1.04M -22,741 -10%
Bank of America
5
Bank of America
North Carolina
$6.86M -$739K -16,233 -9%
BMM
6
Berkshire Money Management
Massachusetts
$6.4M +$7.19M +157,999 New
Ameriprise
7
Ameriprise
Minnesota
$4.17M +$26.1K +574 +0.6%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.99M +$1.05M +23,162 +31%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.58M -$14.7K -322 -0.5%
Jane Street
10
Jane Street
New York
$2.15M +$2.42M +53,141 New
Jones Financial Companies
11
Jones Financial Companies
Missouri
$1.95M +$1.5M +32,982 +221%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.92M -$24K -528 -1%
PFT
13
Providence First Trust
Arizona
$1.88M
Raymond James Financial
14
Raymond James Financial
Florida
$1.76M +$107K +2,354 +6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.63M +$82.1K +1,804 +5%
KPWS
16
Kestra Private Wealth Services
Texas
$1.36M +$278K +6,112 +22%
IAP
17
Indie Asset Partners
Indiana
$1.35M +$54.8K +1,205 +4%
AAS
18
Avantax Advisory Services
Texas
$1.32M +$1.48M +32,548 New
KWM
19
Kingsview Wealth Management
Oregon
$1.16M -$113K -2,477 -8%
PCP
20
Proficio Capital Partners
Massachusetts
$1.09M +$1.23M +26,980 New
Corient Private Wealth
21
Corient Private Wealth
Florida
$1.08M +$86.8K +1,906 +8%
EWA
22
EP Wealth Advisors
California
$981K -$16.4K -361 -1%
Stifel Financial
23
Stifel Financial
Missouri
$750K -$175K -3,853 -17%
PAG
24
Private Advisor Group
New Jersey
$736K +$28.2K +619 +4%
CCFM
25
Clear Creek Financial Management
Washington
$668K +$83.2K +1,828 +12%

IGPT Hedge Fund Activity: Q1 2025 in Review

109 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q1 2025, worth a combined $121M — down 5.8% from $128M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IGPT positions and 17 closed out — a net gain of 5 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was UBS Group, adding an estimated $11.4M. The largest seller was RFG - Bristol Wealth Advisors, cutting an estimated $8.98M.

  • 109 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q1 2025, up from 105 in Q4 2024.
  • Funds reported $121M of Invesco AI and Next Gen Software ETF stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 22 funds opened new Invesco AI and Next Gen Software ETF positions in Q1 2025 and 17 closed out, a net change of +5 holders.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q1 2025 was UBS Group, an estimated $11.4M added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q1 2025 was RFG - Bristol Wealth Advisors, an estimated $8.98M sold.

Based on aggregated 13F filings for Q1 2025.