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Invesco AI and Next Gen Software ETF

146 hedge funds and large institutions have $257M invested in Invesco AI and Next Gen Software ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

1.43% more ownership

Funds ownership: 37.99%39.42% (+1.4%)

4% more capital invested

Capital invested by funds: $248M → $257M (+$9.59M)

1% less funds holding

Funds holding: 148146 (-2)

Holders
146
Holders Change
-2
Holders Change %
-1.35%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
40
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$39.6M +$2.44M +39,204 +6%
LPL Financial
2
LPL Financial
California
$26.6M +$604K +9,677 +2%
Morgan Stanley
3
Morgan Stanley
New York
$26.1M +$2.3M +36,950 +9%
JSW
4
Journey Strategic Wealth
New Jersey
$20.2M -$1.27M -20,316 -6%
Ameriprise
5
Ameriprise
Minnesota
$17.2M -$521K -8,358 -3%
HighTower Advisors
6
HighTower Advisors
Illinois
$16.8M +$17.8M +284,654 +5,813%
BMM
7
Berkshire Money Management
Massachusetts
$13.6M -$690K -11,068 -5%
Bank of America
8
Bank of America
North Carolina
$8.93M +$573K +9,190 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.8M -$117K -1,869 -2%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$6.65M +$1.27M +20,414 +21%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.45M -$1.38M -22,099 -17%
Raymond James Financial
12
Raymond James Financial
Florida
$5.45M +$821K +13,168 +16%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.29M -$547K -8,774 -11%
SCP
14
Silverleafe Capital Partners
Tennessee
$4.23M +$4.55M +72,927 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.57M +$113K +1,817 +4%
Jane Street
16
Jane Street
New York
$2.51M -$2.97M -47,606 -52%
Mariner
17
Mariner
Kansas
$2.41M +$2.24M +35,841 +630%
KPWS
18
Kestra Private Wealth Services
Texas
$2.25M +$121K +1,933 +5%
Corient Private Wealth
19
Corient Private Wealth
Florida
$1.86M -$1.27M -20,373 -39%
OCG
20
Opus Capital Group
Ohio
$1.84M +$554K +8,880 +39%
CCFM
21
Clear Creek Financial Management
Washington
$1.79M +$559K +8,970 +41%
KWM
22
Kingsview Wealth Management
Oregon
$1.52M -$19.4K -311 -1%
IAP
23
Indie Asset Partners
Indiana
$1.49M -$34.9K -559 -2%
FTUS
24
Flow Traders U.S.
New York
$1.47M +$1.23M +19,692 +348%
MHS
25
M Holdings Securities
Oregon
$1.37M +$76K +1,218 +7%