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

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

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$57.85M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$9.41M
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IGPT Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC10,841$490K0.0%+27.8%0.114%
2/17/2025 Vermillion & White Wealth Management Group LLC2,878$130K0.1%+724.6%0.042%
2/17/2025 Cetera Investment Advisers48,063$2.17M0.0%+3.0%0.707%
2/17/2025 Captrust Financial Advisors9,200$416K0.0%+3.1%0.135%
2/17/2025 Citadel Advisors LLC11,253$509K0.0%-84.0%0.165%
2/17/2025 Bank of America Corp DE185,722$8.40M0.0%+7.9%2.731%
2/17/2025 Ameriprise Financial Inc.102,678$4.64M0.0%-10.1%1.510%
2/14/2025 IHT Wealth Management LLC5,394$244K0.0%-13.1%0.079%
2/14/2025 Stifel Financial Corp22,384$1.01M0.0%-17.8%0.329%
2/14/2025 Seaview Investment Managers LLC28,021$1.27M0.4%-36.1%0.412%
2/13/2025 NewEdge Advisors LLC5,201$235K0.0%+909.9%0.076%
2/13/2025 Raymond James Financial Inc.41,232$1.87M0.0%N/A0.606%
2/13/2025 Bank of Montreal Can627$28K0.0%-99.3%0.009%
2/13/2025 Envestnet Asset Management Inc.7,536$341K0.0%+13.2%0.111%
2/13/2025 Wells Fargo & Company MN1,034$47K0.0%+92.6%0.015%
2/12/2025 RFG Bristol Wealth Advisors LLC206,954$9.36M3.1%N/A3.043%
2/11/2025 Hirtle Callaghan & Co LLC8,142$368K0.0%N/A0.120%
2/11/2025 LPL Financial LLC287,929$13.02M0.0%-0.6%4.234%
2/10/2025 Corient Private Wealth LLC24,831$1.12M0.0%+10.1%0.365%
2/6/2025 Raymond James Financial Inc.41,232$1.87M0.0%N/A0.606%
2/6/2025 Steward Partners Investment Advisory LLC2,776$126K0.0%+120.8%0.041%
2/6/2025 Jones Financial Companies Lllp14,938$676K0.0%+34.4%0.220%
2/5/2025 Providence First Trust Co46,550$2.11M0.8%N/A0.685%
2/4/2025 Members Advisory Group LLC216,753$9.80M4.0%+251.5%3.188%
2/4/2025 Marshall Investment Management LLC114,588$5.21M3.1%N/A1.685%
2/3/2025 Sigma Planning Corp7,707$349K0.0%-7.6%0.113%
2/3/2025 Pacific Sun Financial Corp11,670$528K0.3%-1.9%0.172%
2/3/2025 Private Advisor Group LLC17,549$794K0.0%+6.0%0.258%
1/29/2025 Collier Financial4,520$204K0.2%N/A0.066%
1/28/2025 Kestra Private Wealth Services LLC27,548$1.25M0.0%-8.4%0.405%
1/28/2025 Kingsview Wealth Management LLC31,052$1.40M0.0%-11.0%0.457%
1/24/2025 Clear Creek Financial Management LLC14,661$663K0.1%+9.3%0.216%
1/23/2025 SteelPeak Wealth LLC5,850$265K0.0%-17.4%0.086%
1/21/2025 Flagship Harbor Advisors LLC6,937$314K0.0%N/A0.102%
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%
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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%
11/13/2024Diversified 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%
8/14/2024Semmax 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%
7/31/2024 Commonwealth 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%
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%
5/2/2024Diversified 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%
4/30/2024 Commonwealth 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%
4/17/2024 Sandy Cove Advisors LLC7,902$357K0.2%N/A0.000%
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4/1/2024 Canandaigua National Bank & Trust Co.22,611$1.02M0.2%N/A0.000%
(Data available from 1/1/2016 forward)

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IGPT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGPT shares?

During the previous two years, 66 institutional investors and hedge funds held shares of Invesco AI and Next Gen Software ETF. The most heavily invested institutionals were LPL Financial LLC ($13.02M), Members Advisory Group LLC ($9.80M), RFG Bristol Wealth Advisors LLC ($9.36M), Bank of America Corp DE ($8.40M), Jane Street Group LLC ($5.50M), Marshall Investment Management LLC ($5.21M), and Ameriprise Financial Inc. ($4.64M).Learn more on IGPT's institutional investors.

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

Of the 57 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: RFG Bristol Wealth Advisors LLC ($206.95K), Members Advisory Group LLC ($179.34K), Marshall Investment Management LLC ($114.59K), Jane Street Group LLC ($107.72K), Bank of Montreal Can ($88.69K), Raymond James Financial Inc. ($82.46K), and Commonwealth Equity Services LLC ($61.43K).

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

Institutional investors have bought a total of 1,271,606 shares in the last 24 months. This purchase volume represents approximately $57.85M in transactions.

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

Of the 17 institutional investors that sold Invesco AI and Next Gen Software ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Montreal Can ($89.60K), Citadel Advisors LLC ($58.87K), Seaview Investment Managers LLC ($15.81K), Ameriprise Financial Inc. ($11.56K), Raymond James & Associates ($8.95K), Stifel Financial Corp ($4.83K), and Fiduciary Alliance LLC ($4.03K).

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

Institutional investors have sold a total of 207,430 shares in the last 24 months. This volume of shares sold represents approximately $9.41M in transactions.


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This page (NYSEARCA:IGPT) was last updated on 3/27/2025 by MarketBeat.com Staff
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