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

$49.58 -1.09 (-2.15%)
Closing price 08/1/2025 04:10 PM Eastern
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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)
63
Total
Institutional Inflows
(last 12 months)
$60.98M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$12.88M
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IGPT Institutional Buying and Selling by Quarter

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
8/1/2025Envestnet Asset Management Inc.26,638$1.31M0.0%+143.8%0.269%
7/30/2025 Pacific Sun Financial Corp10,310$507K0.3%-4.6%0.104%
7/30/2025 WBH Advisory Inc.4,551$224K0.0%N/A0.046%
7/29/2025 Members Advisory Group LLC147,451$7.25M2.7%-24.0%1.489%
7/29/2025 Harbor Asset Planning Inc.586$29K0.0%N/A0.006%
7/28/2025 Harbour Investments Inc.1,484$73K0.0%+19.1%0.015%
7/25/2025 Apollon Wealth Management LLC5,463$268K0.0%-4.5%0.055%
7/23/2025 Clear Creek Financial Management LLC18,086$889K0.1%+9.7%0.183%
7/22/2025 Berkshire Money Management Inc.164,343$8.08M0.8%+4.0%1.660%
7/22/2025 Chung Wu Investment Group LLC1,240$61K0.1%N/A0.013%
7/18/2025 Truist Financial Corp8,155$401K0.0%+8.1%0.082%
7/16/2025 Crowley Wealth Management Inc.3,160$160K0.1%+87.0%0.032%
7/15/2025 Bay Capital Advisors LLC17,819$876K0.7%N/A0.181%
7/14/2025 Park Avenue Securities LLC5,255$258K0.0%N/A0.053%
7/10/2025 Wealth Enhancement Advisory Services LLC10,375$510K0.0%-3.6%0.106%
7/10/2025 Focus Financial Network Inc.4,214$207K0.0%N/A0.043%
7/9/2025 Orser Capital Management LLC29,820$1.47M1.1%N/A0.303%
7/9/2025 Sandy Cove Advisors LLC5,712$281K0.1%-18.9%0.058%
5/19/2025Jane Street Group LLC53,141$2.15M0.0%N/A0.567%
5/16/2025Jones Financial Companies Lllp2,013$82K0.0%-86.5%0.021%
5/15/2025EP Wealth Advisors LLC24,222$981K0.0%-1.5%0.258%
5/15/2025Royal Bank of Canada15,396$623K0.0%-2.9%0.164%
5/14/2025Northwestern Mutual Wealth Management Co.9,586$388K0.0%+15.7%0.102%
5/13/2025Cresset Asset Management LLC10,130$410K0.0%N/A0.108%
5/9/2025Cheviot Value Management LLC750$32K0.0%N/A0.008%
5/8/2025IFG Advisory LLC10,116$410K0.0%+7.3%0.108%
5/7/2025Indie Asset Partners LLC33,310$1.35M1.2%+3.8%0.355%
5/7/2025LPL Financial LLC320,131$12.96M0.0%+11.2%3.413%
5/6/2025Cetera Investment Advisers47,535$1.93M0.0%-1.1%0.507%
5/6/2025Avantax Advisory Services Inc.32,548$1.32M0.0%N/A0.347%
5/6/2025Proficio Capital Partners LLC26,980$1.09M0.1%N/A0.288%
5/5/2025Kestra Private Wealth Services LLC33,660$1.36M0.0%+22.2%0.359%
5/5/2025 Members Advisory Group LLC194,012$7.86M3.3%-10.5%2.068%
5/5/2025Private Advisor Group LLC18,168$736K0.0%+3.5%0.194%
5/2/2025Kingsview Wealth Management LLC28,575$1.16M0.0%-8.0%0.305%
4/29/2025Envestnet Asset Management Inc.10,927$442K0.0%+45.0%0.116%
4/29/2025 Concurrent Investment Advisors LLC5,473$222K0.0%N/A0.058%
4/28/2025 Clear Creek Financial Management LLC16,489$668K0.1%+12.5%0.176%
4/23/2025Atala Financial Inc1,206$49K0.0%N/A0.013%
4/23/2025 Berkshire Money Management Inc.157,999$6.40M0.7%N/A1.684%
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4/22/2025Flagship Harbor Advisors LLC7,511$304K0.0%+8.3%0.080%
4/22/2025 Cambridge Investment Research Advisors Inc.40,318$1.63M0.0%+4.7%0.430%
4/17/2025 Pacific Sun Financial Corp10,810$438K0.2%-7.4%0.115%
4/16/2025 Crowley Wealth Management Inc.1,690$68K0.1%N/A0.018%
4/11/2025 SeaCrest Wealth Management LLC7,924$321K0.0%-12.5%0.084%
3/17/2025 Wealth Enhancement Advisory Services LLC10,841$490K0.0%+27.8%0.114%
2/17/2025Vermillion & White Wealth Management Group LLC2,878$130K0.1%+724.6%0.042%
2/17/2025Cetera Investment Advisers48,063$2.17M0.0%+3.0%0.707%
2/17/2025Captrust Financial Advisors9,200$416K0.0%+3.1%0.135%
2/17/2025Citadel Advisors LLC11,253$509K0.0%-84.0%0.165%
2/17/2025Bank of America Corp DE185,722$8.40M0.0%+7.9%2.731%
2/17/2025Ameriprise Financial Inc.102,678$4.64M0.0%-10.1%1.510%
2/14/2025IHT Wealth Management LLC5,394$244K0.0%-13.1%0.079%
2/14/2025Stifel Financial Corp22,384$1.01M0.0%-17.8%0.329%
2/14/2025Seaview Investment Managers LLC28,021$1.27M0.4%-36.1%0.412%
2/13/2025NewEdge Advisors LLC5,201$235K0.0%+909.9%0.076%
2/13/2025Raymond James Financial Inc.41,232$1.87M0.0%N/A0.606%
2/13/2025Bank of Montreal Can627$28K0.0%-99.3%0.009%
2/13/2025Envestnet Asset Management Inc.7,536$341K0.0%+13.2%0.111%
2/13/2025Wells Fargo & Company MN1,034$47K0.0%+92.6%0.015%
2/12/2025RFG Bristol Wealth Advisors LLC206,954$9.36M3.1%N/A3.043%
2/11/2025Hirtle Callaghan & Co LLC8,142$368K0.0%N/A0.120%
2/11/2025LPL Financial LLC287,929$13.02M0.0%-0.6%4.234%
2/10/2025Corient Private Wealth LLC24,831$1.12M0.0%+10.1%0.365%
2/6/2025Raymond James Financial Inc.41,232$1.87M0.0%N/A0.606%
2/6/2025Steward Partners Investment Advisory LLC2,776$126K0.0%+120.8%0.041%
2/6/2025Jones Financial Companies Lllp14,938$676K0.0%+34.4%0.220%
2/5/2025Providence 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%
2/4/2025Marshall Investment Management LLC114,588$5.21M3.1%N/A1.685%
2/3/2025Sigma Planning Corp7,707$349K0.0%-7.6%0.113%
2/3/2025 Pacific Sun Financial Corp11,670$528K0.3%-1.9%0.172%
2/3/2025Private Advisor Group LLC17,549$794K0.0%+6.0%0.258%
1/29/2025Collier Financial4,520$204K0.2%N/A0.066%
1/28/2025Kestra Private Wealth Services LLC27,548$1.25M0.0%-8.4%0.405%
1/28/2025Kingsview 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%
1/21/2025Flagship Harbor Advisors LLC6,937$314K0.0%N/A0.102%
11/15/2024 LRI Investments LLC3,855$181K0.0%N/A0.057%
11/15/2024MML Investors Services LLC5,804$264K0.0%+13.0%0.085%
11/15/2024Jane Street Group LLC120,966$5.50M0.0%+813.4%1.779%
11/15/2024Stifel Financial Corp27,216$1.24M0.0%+4.0%0.400%
11/15/2024IHT Wealth Management LLC6,207$282K0.0%+5.7%0.091%
11/15/2024HighTower Advisors LLC6,011$273K0.0%+5.9%0.088%
11/14/2024Flow Traders U.S. LLC7,879$358K0.0%N/A0.116%
11/14/2024Captrust Financial Advisors8,926$406K0.0%-2.7%0.131%
11/14/2024Rockefeller Capital Management L.P.10,957$499K0.0%N/A0.161%
11/13/2024Glenmede Trust Co. NA3,000$136K0.0%N/A0.044%
11/13/2024Bank of Montreal Can90,227$4.11M0.0%+5,755.1%1.327%
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11/13/2024Diversified LLC7,763$353K0.0%-8.2%0.114%
11/12/2024Kingsview Wealth Management LLC34,894$1.59M0.0%+53.2%0.513%
11/5/2024 Apollon Wealth Management LLC5,432$247K0.0%N/A0.080%
11/4/2024Sigma Planning Corp8,344$380K0.0%-12.3%0.123%
11/1/2024Carson Advisory Inc.9,155$417K0.3%+7.0%0.135%
10/29/2024Indie 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%
10/22/2024Private Advisor Group LLC16,559$753K0.0%+16.7%0.244%
(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, 85 institutional investors and hedge funds held shares of Invesco AI and Next Gen Software ETF. The most heavily invested institutionals were LPL Financial LLC ($12.96M), RFG Bristol Wealth Advisors LLC ($9.36M), Bank of America Corp DE ($8.40M), Berkshire Money Management Inc. ($8.08M), Members Advisory Group LLC ($7.25M), Marshall Investment Management LLC ($5.21M), and Ameriprise Financial Inc. ($4.64M).Learn more on Invesco AI and Next Gen Software ETF's institutional investors.

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

Of the 78 institutional investors that purchased Invesco AI and Next Gen Software ETF's 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), Berkshire Money Management Inc. ($164.34K), Jane Street Group LLC ($160.86K), Marshall Investment Management LLC ($114.59K), Bank of Montreal Can ($88.69K), and Raymond James Financial Inc. ($82.46K).

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

Institutional investors have bought a total of 1,373,342 shares in the last 24 months. This purchase volume represents approximately $60.98M in transactions.

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

Of the 23 institutional investors that sold Invesco AI and Next Gen Software ETF's 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), Members Advisory Group LLC ($69.30K), Citadel Advisors LLC ($58.87K), Seaview Investment Managers LLC ($15.81K), Jones Financial Companies Lllp ($12.93K), Ameriprise Financial Inc. ($11.56K), and Kingsview Wealth Management LLC ($6.32K).

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

Institutional investors have sold a total of 284,749 shares in the last 24 months. This volume of shares sold represents approximately $12.88M in transactions.


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This page (NYSEARCA:IGPT) was last updated on 8/2/2025 by MarketBeat.com Staff
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