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Invesco AI and Next Gen Software ETF

118 hedge funds and large institutions have $196M invested in Invesco AI and Next Gen Software ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 17

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $169M → $196M (+$27M)

1% more funds holding

Funds holding: 117118 (+1)

0.12% more ownership

Funds ownership: 35%35.12% (+0.12%)

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
38
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$42.5M -$6.14M -120,044 -13%
LPL Financial
2
LPL Financial
California
$22.1M +$4.39M +85,891 +27%
Morgan Stanley
3
Morgan Stanley
New York
$19M +$3.55M +69,441 +25%
JSW
4
Journey Strategic Wealth
New Jersey
$16.4M +$1.12M +21,899 +8%
BMM
5
Berkshire Money Management
Massachusetts
$13.2M +$4.05M +79,172 +48%
Bank of America
6
Bank of America
North Carolina
$8.72M +$458K +8,953 +6%
MAG
7
Members Advisory Group
New York
$6.48M -$1.41M -27,624 -19%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.41M +$187K +3,655 +3%
Ameriprise
9
Ameriprise
Minnesota
$6.19M +$987K +19,305 +20%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.21M +$1.57M +30,792 +65%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$3.97M +$817K +15,984 +28%
PFT
12
Providence First Trust
Arizona
$2.51M
Two Sigma Investments
13
Two Sigma Investments
New York
$2.32M +$2.2M +43,000 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.24M +$23.9K +468 +1%
Raymond James Financial
15
Raymond James Financial
Florida
$2.1M +$114K +2,239 +6%
KPWS
16
Kestra Private Wealth Services
Texas
$1.9M +$16.9K +331 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.68M +$778K +15,227 +96%
DAS
18
Dynamic Advisor Solutions
Arizona
$1.53M +$138K +2,693 +11%
OCM
19
Orser Capital Management
Texas
$1.51M -$92.8K -1,815 -6%
IAP
20
Indie Asset Partners
Indiana
$1.5M -$45.5K -890 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.47M +$24.5K +479 +2%
Corient Private Wealth
22
Corient Private Wealth
Florida
$1.43M -$102K -1,992 -7%
KWM
23
Kingsview Wealth Management
Oregon
$1.31M -$90.2K -1,764 -7%
BCA
24
Bay Capital Advisors
Virginia
$1.22M +$246K +4,809 +27%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.22M +$580K +11,350 +109%

IGPT Hedge Fund Activity: Q3 2025 in Review

118 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q3 2025, worth a combined $196M — up 16% from $169M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IGPT positions and 10 closed out — a net gain of 4 holders — while 38 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.39M. The largest seller was UBS Group, cutting an estimated $6.14M.

  • 118 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q3 2025, up from 117 in Q2 2025.
  • Funds reported $196M of Invesco AI and Next Gen Software ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 14 funds opened new Invesco AI and Next Gen Software ETF positions in Q3 2025 and 10 closed out, a net change of +4 holders.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q3 2025 was LPL Financial, an estimated $4.39M added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q3 2025 was UBS Group, an estimated $6.14M sold.

Based on aggregated 13F filings for Q3 2025.