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Invesco AI and Next Gen Software ETF

148 hedge funds and large institutions have $248M invested in Invesco AI and Next Gen Software ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 7

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

26% more capital invested

Capital invested by funds: $196M → $248M (+$51.5M)

25% more funds holding

Funds holding: 118148 (+30)

2.86% more ownership

Funds ownership: 35.12%37.99% (+2.9%)

Holders
148
Holders Change
+30
Holders Change %
+25.42%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
35
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$38.2M -$8.42M -144,899 -18%
LPL Financial
2
LPL Financial
California
$26.7M +$2.28M +39,155 +10%
Morgan Stanley
3
Morgan Stanley
New York
$24.5M +$3.51M +60,447 +17%
JSW
4
Journey Strategic Wealth
New Jersey
$21.9M +$3.75M +64,447 +21%
Ameriprise
5
Ameriprise
Minnesota
$18.1M +$11M +189,740 +166%
BMM
6
Berkshire Money Management
Massachusetts
$14.6M +$122K +2,105 +0.9%
Bank of America
7
Bank of America
North Carolina
$8.6M -$978K -16,824 -10%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.92M +$558K +9,602 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.08M +$5.11M +87,882 +282%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$5.74M +$1.31M +22,504 +30%
Jane Street
11
Jane Street
New York
$5.4M +$5.28M +90,815 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.92M +$283K +4,862 +6%
Raymond James Financial
13
Raymond James Financial
Florida
$4.8M +$2.43M +41,739 +107%
Two Sigma Investments
14
Two Sigma Investments
New York
$3.13M +$564K +9,700 +23%
Corient Private Wealth
15
Corient Private Wealth
Florida
$3.11M +$1.51M +25,956 +98%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.52M +$56.6K +973 +2%
Citadel Advisors
17
Citadel Advisors
Florida
$2.35M +$2.3M +39,548 New
KPWS
18
Kestra Private Wealth Services
Texas
$2.19M +$100K +1,720 +5%
IA
19
Integrity Alliance
Iowa
$1.86M +$1.82M +31,267 New
OCM
20
Orser Capital Management
Texas
$1.67M
DAS
21
Dynamic Advisor Solutions
Arizona
$1.6M -$85.4K -1,469 -5%
KWM
22
Kingsview Wealth Management
Oregon
$1.57M +$128K +2,206 +9%
IAP
23
Indie Asset Partners
Indiana
$1.56M -$90.7K -1,560 -6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.51M -$98.8K -1,700 -6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.36M