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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

116 hedge funds and large institutions have $166M invested in Invesco AI and Next Gen Software ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
23
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSW
Journey Strategic Wealth
New Jersey
+$13.8M
2
UBS Group
UBS Group
Switzerland
+$9.61M
3
OCM
Orser Capital Management
Texas
+$1.47M
4
DAS
Dynamic Advisor Solutions
Arizona
+$1.26M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$953K

Top Sellers

1
MAG
Members Advisory Group
New York
-$2.29M
2
Jane Street
Jane Street
New York
-$2.15M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.34M
4
PCP
Proficio Capital Partners
Massachusetts
-$1.03M
5
Bank of America
Bank of America
North Carolina
-$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$44.6M +$9.61M +195,573 +27%
LPL Financial
2
LPL Financial
California
$15.9M +$192K +3,899 +1%
Morgan Stanley
3
Morgan Stanley
New York
$13.9M -$686K -13,966 -5%
JSW
4
Journey Strategic Wealth
New Jersey
$13.8M +$13.8M +281,158 New
BMM
5
Berkshire Money Management
Massachusetts
$8.08M +$312K +6,344 +4%
Bank of America
6
Bank of America
North Carolina
$7.49M -$838K -17,057 -10%
MAG
7
Members Advisory Group
New York
$7.25M -$2.29M -46,561 -24%
Ameriprise
8
Ameriprise
Minnesota
$4.68M -$394K -8,025 -8%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.13M -$1.34M -29,524 -30%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.04M -$96.9K -1,972 -3%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$2.83M +$492K +10,081 +21%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.31M -$23K -467 -1%
PFT
13
Providence First Trust
Arizona
$2.29M -$295 -6 -0%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.01M +$30.1K +613 +2%
Raymond James Financial
15
Raymond James Financial
Florida
$1.8M -$339K -6,898 -16%
AAS
16
Avantax Advisory Services
Texas
$1.77M +$169K +3,441 +11%
KPWS
17
Kestra Private Wealth Services
Texas
$1.71M +$57.5K +1,171 +3%
OCM
18
Orser Capital Management
Texas
$1.47M +$1.47M +29,820 New
IAP
19
Indie Asset Partners
Indiana
$1.41M -$231K -4,698 -14%
Corient Private Wealth
20
Corient Private Wealth
Florida
$1.4M +$82.4K +1,677 +6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.31M +$772K +15,711 +144%
KWM
22
Kingsview Wealth Management
Oregon
$1.28M -$127K -2,587 -9%
DAS
23
Dynamic Advisor Solutions
Arizona
$1.26M +$1.26M +25,625 New
HSBC Holdings
24
HSBC Holdings
United Kingdom
$953K +$953K +19,400 New
RBWA
25
RFG - Bristol Wealth Advisors
Massachusetts
$938K +$462K +9,400 +97%
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