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Invesco AI and Next Gen Software ETF

117 hedge funds and large institutions have $169M invested in Invesco AI and Next Gen Software ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

40% more capital invested

Capital invested by funds: $121M → $169M (+$48.5M)

7% more funds holding

Funds holding: 109117 (+8)

3.61% more ownership

Funds ownership: 31.39%35% (+3.6%)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
24
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$44.6M +$8.45M +195,573 +27%
LPL Financial
2
LPL Financial
California
$15.9M +$168K +3,899 +1%
Morgan Stanley
3
Morgan Stanley
New York
$13.9M -$603K -13,966 -5%
JSW
4
Journey Strategic Wealth
New Jersey
$13.8M +$12.1M +281,158 New
BMM
5
Berkshire Money Management
Massachusetts
$8.08M +$274K +6,344 +4%
Bank of America
6
Bank of America
North Carolina
$7.49M -$737K -17,057 -10%
MAG
7
Members Advisory Group
New York
$7.25M -$2.01M -46,561 -24%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.89M +$923K +21,361 +22%
Ameriprise
9
Ameriprise
Minnesota
$4.68M -$347K -8,025 -8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.04M -$85.2K -1,972 -3%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$2.83M +$436K +10,081 +21%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.31M -$20.2K -467 -1%
PFT
13
Providence First Trust
Arizona
$2.29M -$259 -6 -0%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.01M +$26.5K +613 +2%
Raymond James Financial
15
Raymond James Financial
Florida
$1.8M -$298K -6,898 -16%
AAS
16
Avantax Advisory Services
Texas
$1.77M +$149K +3,441 +11%
KPWS
17
Kestra Private Wealth Services
Texas
$1.71M +$50.6K +1,171 +3%
OCM
18
Orser Capital Management
Texas
$1.47M +$1.29M +29,820 New
IAP
19
Indie Asset Partners
Indiana
$1.41M -$203K -4,698 -14%
Corient Private Wealth
20
Corient Private Wealth
Florida
$1.4M +$72.5K +1,678 +6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.31M +$679K +15,711 +144%
KWM
22
Kingsview Wealth Management
Oregon
$1.28M -$112K -2,587 -9%
DAS
23
Dynamic Advisor Solutions
Arizona
$1.26M +$1.11M +25,625 New
HSBC Holdings
24
HSBC Holdings
United Kingdom
$953K +$838K +19,400 New
RBWA
25
RFG - Bristol Wealth Advisors
Massachusetts
$938K +$406K +9,400 +97%

IGPT Hedge Fund Activity: Q2 2025 in Review

117 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q2 2025, worth a combined $169M — up 40% from $121M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IGPT positions and 14 closed out — a net gain of 11 holders — while 24 added to existing stakes and 31 trimmed.

The largest buyer was Journey Strategic Wealth, opening a new position worth an estimated $12.1M. The largest seller was Jane Street, exiting entirely with an estimated $2.15M sold.

  • 117 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q2 2025, up from 109 in Q1 2025.
  • Funds reported $169M of Invesco AI and Next Gen Software ETF stock for Q2 2025, up 40% quarter-over-quarter.
  • 25 funds opened new Invesco AI and Next Gen Software ETF positions in Q2 2025 and 14 closed out, a net change of +11 holders.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q2 2025 was Journey Strategic Wealth, an estimated $12.1M added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q2 2025 was Jane Street, an estimated $2.15M sold.

Based on aggregated 13F filings for Q2 2025.