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Invesco AI and Next Gen Software ETF (IGPT) Institutional Ownership

$47.35 +0.42 (+0.89%)
(As of 02:45 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco AI and Next Gen Software ETF (NYSEARCA:IGPT)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$27.94M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$741.99K
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IGPT Institutional Buying and Selling by Quarter

Invesco AI and Next Gen Software ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 LRI Investments LLC3,855$181K0.0%N/A0.057%
11/15/2024 MML Investors Services LLC5,804$264K0.0%+13.0%0.085%
11/15/2024 Jane Street Group LLC120,966$5.50M0.0%+813.4%1.779%
11/15/2024 Stifel Financial Corp27,216$1.24M0.0%+4.0%0.400%
11/15/2024 IHT Wealth Management LLC6,207$282K0.0%+5.7%0.091%
11/15/2024 HighTower Advisors LLC6,011$273K0.0%+5.9%0.088%
11/14/2024 Flow Traders U.S. LLC7,879$358K0.0%N/A0.116%
11/14/2024 Captrust Financial Advisors8,926$406K0.0%-2.7%0.131%
11/14/2024 Rockefeller Capital Management L.P.10,957$499K0.0%N/A0.161%
11/13/2024 Glenmede Trust Co. NA3,000$136K0.0%N/A0.044%
11/13/2024 Bank of Montreal Can90,227$4.11M0.0%+5,755.1%1.327%
11/13/2024 Diversified LLC7,763$353K0.0%-8.2%0.114%
11/12/2024 Kingsview Wealth Management LLC34,894$1.59M0.0%+53.2%0.513%
11/5/2024 Apollon Wealth Management LLC5,432$247K0.0%N/A0.080%
11/4/2024 Sigma Planning Corp8,344$380K0.0%-12.3%0.123%
11/1/2024 Carson Advisory Inc.9,155$417K0.3%+7.0%0.135%
10/29/2024 Indie Asset Partners LLC32,048$1.46M1.1%+37.1%0.471%
10/29/2024 Clear Creek Financial Management LLC13,414$610K0.1%+6.3%0.197%
10/25/2024 SteelPeak Wealth LLC7,080$322K0.0%+9.6%0.104%
10/24/2024 Wealth Enhancement Advisory Services LLC8,483$386K0.0%+89.2%0.125%
10/22/2024 Private Advisor Group LLC16,559$753K0.0%+16.7%0.244%
10/9/2024 Pacific Sun Financial Corp11,890$541K0.3%-3.3%0.175%
10/4/2024 Thrive Wealth Management LLC5,273$240K0.0%+21.8%0.078%
8/22/2024 Cetera Investment Advisers46,966$2.23M0.0%+4.7%0.691%
8/16/2024 Sunbelt Securities Inc.5,820$276K0.0%+9,600.0%0.086%
8/14/2024 Semmax Financial Advisors Inc.1,040$45K0.0%N/A0.015%
8/9/2024 Abound Wealth Management2,015$96K0.0%N/A0.030%
8/7/2024 Carson Advisory Inc.8,557$406K0.3%N/A0.126%
8/5/2024 Private Advisor Group LLC14,193$674K0.0%+32.3%0.209%
8/2/2024 Evermay Wealth Management LLC1,200$57K0.0%N/A0.018%
7/31/2024Commonwealth Equity Services LLC61,426$2.92M0.0%+351.7%0.903%
7/30/2024 International Assets Investment Management LLC573$27K0.0%N/A0.008%
7/26/2024 Members Advisory Group LLC24,255$1.15M0.6%N/A0.357%
7/26/2024 Cambridge Investment Research Advisors Inc.30,399$1.44M0.0%+25.1%0.447%
7/25/2024 Clear Creek Financial Management LLC12,617$599K0.1%+23.2%0.186%
7/19/2024Raymond James & Associates25,054$1.19M0.0%-26.3%0.368%
7/17/2024 SteelPeak Wealth LLC6,460$307K0.0%N/A0.095%
7/12/2024 Thrive Wealth Management LLC4,330$206K0.0%N/A0.064%
7/11/2024 WBH Advisory Inc.5,526$262K0.0%-3.9%0.081%
7/10/2024 Fiduciary Alliance LLC32,445$1.55M0.3%-11.1%0.477%
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7/5/2024 Thurston Springer Miller Herd & Titak Inc.679$32K0.0%N/A0.010%
5/24/2024Cetera Advisors LLC28,487$1.29M0.0%N/A0.419%
5/24/2024 Cetera Investment Advisers44,875$2.03M0.0%N/A0.660%
5/14/2024 EP Wealth Advisors LLC24,663$1.12M0.0%N/A0.363%
5/11/2024 Resurgent Financial Advisors LLC4,559$206K0.1%N/A0.067%
5/7/2024 Oppenheimer & Co. Inc.7,923$358K0.0%N/A0.124%
5/2/2024 Diversified LLC8,457$383K0.1%N/A0.133%
4/30/2024 Private Advisor Group LLC10,724$485K0.0%N/A0.168%
4/30/2024 Mitchell Sinkler & Starr PA1,788$81K0.0%N/A0.028%
4/30/2024Commonwealth Equity Services LLC13,599$615K0.0%N/A0.213%
4/26/2024 Clear Creek Financial Management LLC10,245$463K0.1%N/A0.161%
4/25/2024 Lindbrook Capital LLC1,500$68K0.0%N/A0.024%
4/23/2024 Global Retirement Partners LLC750$34K0.0%N/A0.012%
4/18/2024 SeaCrest Wealth Management LLC8,999$407K0.0%N/A0.000%
4/17/2024 Fiduciary Alliance LLC36,478$1.67M0.3%N/A0.000%
4/17/2024Sandy Cove Advisors LLC7,902$357K0.2%N/A0.000%
4/1/2024 Canandaigua National Bank & Trust Co.22,611$1.02M0.2%N/A0.000%
(Data available from 1/1/2016 forward)

IGPT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGPT shares?

During the previous two years, 46 institutional investors and hedge funds held shares of Invesco AI and Next Gen Software ETF. The most heavily invested institutionals were Jane Street Group LLC ($5.50M), Bank of Montreal Can ($4.11M), Commonwealth Equity Services LLC ($2.92M), Cetera Investment Advisers ($2.23M), Kingsview Wealth Management LLC ($1.59M), Fiduciary Alliance LLC ($1.55M), and Indie Asset Partners LLC ($1.46M).Learn more on IGPT's institutional investors.

Which institutional investors have been buying Invesco AI and Next Gen Software ETF stock?

Of the 41 institutional investors that purchased Invesco AI and Next Gen Software ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($107.72K), Bank of Montreal Can ($88.69K), Commonwealth Equity Services LLC ($61.43K), Cetera Investment Advisers ($46.97K), Fiduciary Alliance LLC ($36.48K), Cetera Advisors LLC ($28.49K), and EP Wealth Advisors LLC ($24.66K).

How much institutional buying is happening at Invesco AI and Next Gen Software ETF?

Institutional investors have bought a total of 610,320 shares in the last 24 months. This purchase volume represents approximately $27.94M in transactions.

Which Invesco AI and Next Gen Software ETF major shareholders have been selling company stock?

The following institutional investors have sold Invesco AI and Next Gen Software ETF stock in the last 24 months: Raymond James & Associates ($8.95K), Fiduciary Alliance LLC ($4.03K), Sigma Planning Corp ($1.17K), Diversified LLC ($694.00), Pacific Sun Financial Corp ($405.00), Captrust Financial Advisors ($252.00), and WBH Advisory Inc. ($225.00).

How much institutional selling is happening at Invesco AI and Next Gen Software ETF?

Institutional investors have sold a total of 15,730 shares in the last 24 months. This volume of shares sold represents approximately $741.99K in transactions.



This page (NYSEARCA:IGPT) was last updated on 11/21/2024 by MarketBeat.com Staff
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