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

$41.99 +1.08 (+2.64%)
Closing price 05/2/2025 04:10 PM Eastern
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$41.94 -0.05 (-0.12%)
As of 05/2/2025 07:44 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)
53
Total
Institutional Inflows
(last 12 months)
$59.33M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$9.59M
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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
5/2/2025 Kingsview Wealth Management LLC28,575$1.16M0.0%-8.0%0.305%
4/29/2025 Envestnet 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%
4/23/2025 Atala Financial Inc1,206$49K0.0%N/A0.013%
4/23/2025 Berkshire Money Management Inc.157,999$6.40M0.7%N/A1.684%
4/22/2025 Flagship 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%
2/13/2025 Envestnet 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%
2/4/2025Members Advisory Group LLC216,753$9.80M4.0%+251.5%3.188%
2/4/2025Marshall Investment Management LLC114,588$5.21M3.1%N/A1.685%
2/3/2025 Sigma Planning Corp7,707$349K0.0%-7.6%0.113%
2/3/2025 Pacific Sun Financial Corp11,670$528K0.3%-1.9%0.172%
2/3/2025Private Advisor Group LLC17,549$794K0.0%+6.0%0.258%
1/29/2025 Collier Financial4,520$204K0.2%N/A0.066%
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1/28/2025Kestra 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%
11/15/2024MML 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%
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%
10/29/2024Indie 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%
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%
8/22/2024Cetera 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%
8/5/2024Private Advisor Group LLC14,193$674K0.0%+32.3%0.209%
8/2/2024Evermay 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%
7/26/2024Members 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%
7/11/2024WBH 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%
5/24/2024Cetera Investment Advisers44,875$2.03M0.0%N/A0.660%
5/14/2024EP Wealth Advisors LLC24,663$1.12M0.0%N/A0.363%
5/11/2024Resurgent Financial Advisors LLC4,559$206K0.1%N/A0.067%
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5/7/2024 Oppenheimer & Co. Inc.7,923$358K0.0%N/A0.124%
5/2/2024Diversified LLC8,457$383K0.1%N/A0.133%
4/30/2024Private Advisor Group LLC10,724$485K0.0%N/A0.168%
4/30/2024Mitchell 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%
4/25/2024Lindbrook Capital LLC1,500$68K0.0%N/A0.024%
4/23/2024Global 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%
(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, 70 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), Berkshire Money Management Inc. ($6.40M), Jane Street Group LLC ($5.50M), and Marshall Investment Management LLC ($5.21M).Learn more on IGPT's institutional investors.

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

Of the 61 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), Berkshire Money Management Inc. ($158.00K), Marshall Investment Management LLC ($114.59K), Jane Street Group LLC ($107.72K), 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 1,445,571 shares in the last 24 months. This purchase volume represents approximately $64.89M in transactions.

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

Of the 18 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), Kingsview Wealth Management LLC ($6.32K), and Stifel Financial Corp ($4.83K).

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

Institutional investors have sold a total of 211,902 shares in the last 24 months. This volume of shares sold represents approximately $9.59M in transactions.


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This page (NYSEARCA:IGPT) was last updated on 5/4/2025 by MarketBeat.com Staff
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