Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free IGPT Stock Alerts

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

Invesco AI and Next Gen Software ETF logo
$95.27 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$67.83M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$27.17M
Get IGPT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco AI and Next Gen Software ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IGPT Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Western Wealth Management LLC3,216$187K0.0%N/A0.028%
5/19/2026Western Wealth Management LLC3,216$187K0.0%N/A0.028%
5/19/2026Bank of America Corp DE153,751$8.93M0.0%+6.4%1.361%
5/18/2026Royal Bank of Canada117,161$6.80M0.0%-1.6%1.037%
5/13/2026Cetera Investment Advisers73,948$4.29M0.0%-10.6%0.654%
5/13/2026Signature Equity Partners LLC1,985$115K0.1%-23.7%0.018%
5/13/2026NewEdge Wealth LLC3,781$220K0.0%N/A0.033%
5/8/2026Pacific Sun Financial Corp9,270$538K0.3%-2.7%0.082%
5/6/2026Assetmark Inc.546$32K0.0%N/A0.005%
5/6/2026Independent Financial Group LLC3,907$227K0.0%N/A0.035%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
5/5/2026RFG Bristol Wealth Advisors LLC11,787$684K0.2%-17.4%0.104%
5/1/2026Fifth Third Bancorp7,852$456K0.0%+2,517.3%0.069%
4/30/2026Kestra Advisory Services LLC5,992$348K0.0%+16.1%0.053%
4/28/2026WBH Advisory Inc.3,801$226K0.0%-16.5%0.034%
4/27/2026Private Advisor Group LLC22,472$1.31M0.0%+31.0%0.200%
4/21/2026Berkshire Money Management Inc.234,552$13.62M1.4%-4.5%2.090%
4/20/2026Kestra Private Wealth Services LLC38,815$2.25M0.0%+5.2%0.346%
4/16/2026Founders Financial Securities LLC3,906$250K0.0%N/A0.035%
4/16/2026Redstone Wealth Management LLC6,890$400K0.3%-3.7%0.061%
4/15/2026Aspen Investment Management Inc7,761$451K0.1%+4.2%0.069%
3/9/2026Rubicon Advisors GP6,300$375K0.3%N/A0.057%
3/9/2026Corient Private Wealth LLC26,190$1.56M0.0%-0.9%0.237%
2/19/2026Corient Private Wealth LLC26,189$1.56M0.0%-0.9%0.237%
2/18/2026EP Wealth Advisors LLC13,514$804K0.0%N/A0.123%
2/17/2026Cetera Investment Advisers82,722$4.92M0.0%+6.2%0.750%
2/17/2026Osaic Holdings Inc.133,192$7.92M0.0%+7.8%1.208%
2/17/2026&PARTNERS15,025$894K0.0%-9.3%0.136%
2/17/2026Royal Bank of Canada119,030$7.08M0.0%+282.1%1.079%
2/16/2026MML Investors Services LLC11,202$666K0.0%+6.2%0.102%
2/13/2026Stifel Financial Corp18,157$1.08M0.0%+12.4%0.165%
2/13/2026Wells Fargo & Company MN2,772$165K0.0%-74.1%0.025%
2/12/2026Jane Street Group LLC90,815$5.40M0.0%N/A0.823%
2/12/2026Commonwealth Equity Services LLC18,554$1.10M0.0%-2.8%0.168%
2/12/2026CIBC Private Wealth Group LLC11,925$709K0.0%+3.6%0.108%
2/11/2026M Holdings Securities Inc.16,250$966K0.1%N/A0.147%
2/11/2026Fortune Financial Group Inc.3,720$231K0.2%N/A0.034%
2/11/2026LPL Financial LLC449,076$26.71M0.0%+9.6%4.071%
2/11/2026Platform Wealth Management LLC1,875$112K0.0%N/A0.017%
2/10/2026Greenspring Advisors LLC5,700$339K0.0%N/A0.052%
2/10/2026Northwestern Mutual Wealth Management Co.9,097$541K0.0%-22.7%0.082%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
2/10/2026IFG Advisory LLC8,775$522K0.0%-8.5%0.080%
2/9/2026Kingsview Wealth Management LLC26,430$1.57M0.0%+9.1%0.240%
2/9/2026Integrity Alliance LLC.31,267$1.86M0.1%N/A0.283%
2/9/2026Harbour Investments Inc.1,690$101K0.0%+13.7%0.015%
2/9/2026Sandy Cove Advisors LLC7,052$419K0.1%+23.4%0.064%
2/9/2026Redstone Wealth Management LLC7,152$425K0.3%N/A0.065%
2/9/2026Prospera Financial Services Inc4,319$257K0.0%-18.7%0.039%
2/6/2026Aspen Investment Management Inc7,447$443K0.1%+61.3%0.068%
2/6/2026HighTower Advisors LLC4,897$291K0.0%+6.5%0.044%
2/5/2026Soltis Investment Advisors LLC3,680$219K0.0%N/A0.033%
2/5/2026Northwestern Mutual Wealth Management Co.104,566$6.22M0.0%+788.0%0.948%
2/5/2026Pacific Sun Financial Corp9,530$567K0.3%-7.6%0.086%
2/3/2026Indie Asset Partners LLC26,162$1.56M1.7%-5.6%0.239%
2/3/2026International Assets Investment Management LLC573$34K0.0%N/A0.005%
2/3/2026Providence First Trust Co5,340$318K0.1%-88.5%0.049%
2/2/2026Truist Financial Corp11,625$691K0.0%+24.9%0.106%
1/30/2026Opus Capital Group LLC22,773$1.35M0.1%N/A0.208%
1/29/2026Comerica Bank7,536$448K0.0%+23.7%0.069%
1/29/2026Kestra Private Wealth Services LLC36,882$2.19M0.0%+4.9%0.337%
1/29/2026UBS Group AG642,314$38.20M0.0%-18.4%5.866%
1/29/2026Concurrent Investment Advisors LLC4,690$279K0.0%+12.7%0.043%
1/27/2026Fortis Capital Advisors LLC5,913$352K0.1%N/A0.054%
1/27/2026Berkshire Money Management Inc.245,620$14.61M1.4%+0.9%2.243%
1/26/2026CWM LLC1,728$103K0.0%+42.2%0.016%
1/26/2026PFG Investments LLC3,473$207K0.0%N/A0.032%
1/23/2026Clear Creek Financial Management LLC21,774$1.30M0.1%+4.4%0.199%
1/23/2026RFG Bristol Wealth Advisors LLC14,274$849K0.2%-1.2%0.130%
1/22/2026Brookwood Investment Group LLC3,464$206K0.0%N/A0.032%
1/21/2026Indiana Trust & Investment Management Co715$43K0.0%N/A0.007%
1/21/2026Flagship Harbor Advisors LLC9,867$587K0.0%+7.3%0.090%
1/21/2026Sound Income Strategies LLC3,054$191K0.0%N/A0.028%
1/20/2026Jackson Wealth Management LLC4,090$243K0.0%N/A0.037%
1/20/2026Tritonpoint Wealth LLC3,473$207K0.0%N/A0.032%
1/20/2026SOA Wealth Advisors LLC.570$34K0.0%+71.2%0.005%
1/16/2026Bay Capital Advisors LLC21,966$1.31M0.8%-2.9%0.201%
1/14/2026Wealthcare Advisory Partners LLC6,568$391K0.0%N/A0.060%
1/9/2026Dynamic Advisor Solutions LLC26,849$1.60M0.1%-5.2%0.245%
11/21/2025CIBC Bancorp USA Inc.11,516$622K0.0%N/A0.107%
11/17/2025Kestra Private Wealth Services LLC35,162$1.90M0.0%+1.0%0.326%
11/17/2025Northwestern Mutual Wealth Management Co.11,776$636K0.0%+29.3%0.109%
11/17/2025Mariner LLC5,692$308K0.0%+15.2%0.053%
11/17/2025Flow Traders U.S. LLC7,780$420K0.0%N/A0.072%
11/17/2025Bank of America Corp DE161,385$8.72M0.0%+5.9%1.494%
11/17/2025Ameriprise Financial Inc.114,532$6.19M0.0%+20.3%1.060%
11/14/2025Creative Planning7,171$387K0.0%N/A0.066%
11/14/2025Raymond James Financial Inc.38,927$2.10M0.0%+6.1%0.360%
11/14/2025Two Sigma Investments LP43,000$2.32M0.0%N/A0.398%
11/14/2025Comerica Bank6,094$329K0.0%-11.0%0.056%
11/13/2025SeaCrest Wealth Management LLC7,435$429K0.0%-4.7%0.069%
11/13/2025UBS Group AG787,213$42.53M0.0%-13.2%7.289%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
11/13/2025Private Advisor Group LLC16,673$901K0.0%-8.2%0.154%
11/12/2025Kingsview Wealth Management LLC24,224$1.31M0.0%-6.8%0.224%
11/12/2025Journey Strategic Wealth LLC303,057$16.37M0.5%+7.8%2.806%
11/10/2025GGM Financials LLC631$34K0.0%N/A0.006%
11/10/2025Clear Creek Financial Management LLC20,866$1.13M0.1%+15.4%0.193%
11/7/2025Founders Financial Alliance LLC1,804$97K0.0%N/A0.017%
11/6/2025Indie Asset Partners LLC27,722$1.50M2.0%-3.1%0.257%
11/5/2025Collier Financial4,368$236K0.2%N/A0.040%
11/5/2025Envestnet Asset Management Inc.27,117$1.47M0.0%+1.8%0.251%
11/4/2025Jones Financial Companies Lllp73,985$3.97M0.0%+27.6%0.685%


IGPT Institutional Ownership - Frequently Asked Questions

During the previous two years, 124 institutional investors and hedge funds held shares of Invesco AI and Next Gen Software ETF. The most heavily invested institutionals were UBS Group AG ($38.20M), LPL Financial LLC ($26.71M), Journey Strategic Wealth LLC ($16.37M), Berkshire Money Management Inc. ($13.62M), Bank of America Corp DE ($8.93M), Osaic Holdings Inc. ($7.92M), and Royal Bank of Canada ($6.80M).Learn more on Invesco AI and Next Gen Software ETF's institutional investors.

Of the 113 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: Journey Strategic Wealth LLC ($303.06K), Jane Street Group LLC ($251.68K), Berkshire Money Management Inc. ($245.62K), RFG Bristol Wealth Advisors LLC ($216.35K), Members Advisory Group LLC ($179.34K), Marshall Investment Management LLC ($114.59K), and Northwestern Mutual Wealth Management Co. ($96.76K).

Institutional investors have bought a total of 1,243,401 shares in the last 24 months. This purchase volume represents approximately $67.83M in transactions.

Of the 36 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: UBS Group AG ($264.94K), Members Advisory Group LLC ($74.19K), Providence First Trust Co ($41.20K), Bank of America Corp DE ($17.06K), Berkshire Money Management Inc. ($11.07K), EP Wealth Advisors LLC ($10.46K), and Cetera Investment Advisers ($9.24K).

Institutional investors have sold a total of 488,914 shares in the last 24 months. This volume of shares sold represents approximately $27.17M in transactions.


Related Companies

This page (NYSEARCA:IGPT) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel