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

Invesco AI and Next Gen Software ETF logo
$102.65 -1.48 (-1.42%)
Closing price 04:10 PM Eastern
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$102.91 +0.26 (+0.25%)
As of 07:30 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)
84
Total
Institutional Inflows
(last 12 months)
$60.61M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$22.63M
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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
9/23/2026 Envestnet Asset Management Inc.26,656$2.78M0.0%+74.5%0.195%
9/9/2026 Integrated Wealth Concepts LLC1,451$151K0.0%N/A0.011%
9/9/2026 NewEdge Advisors LLC5,152$536K0.0%+951.4%0.039%
9/8/2026 Allworth Financial LP479$50K0.0%-18.0%0.004%
8/27/2026 Corient Private Wealth LP39,168$4.08M0.0%+22.4%0.297%
8/23/2026 Nilsine Partners LLC15,232$1.59M0.1%N/A0.115%
8/22/2026 Compass Financial Management LLC900$94K0.0%N/A0.007%
8/22/2026 Concurrent Investment Advisors LLC8,072$840K0.0%+92.1%0.061%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC4,050$422K0.1%N/A0.031%
8/21/2026 Acorn Wealth Advisors LLC4,277$445K0.1%N/A0.032%
8/12/2026 Compass Financial Management LLC900$94K0.0%N/A0.007%
7/10/2026 Sherman Wealth Management LLC2,296$239K0.2%N/A0.017%
7/10/2026 Wealthcare Advisory Partners LLC6,608$688K0.0%+1.7%0.049%
7/9/2026 Focus Financial Network Inc.4,480$466K0.0%+8.5%0.034%
7/9/2026 StoneCrest Wealth Management Inc.68,258$7.11M2.3%N/A0.511%
7/9/2026 Hennion & Walsh Asset Management Inc.7,375$768K0.0%N/A0.055%
7/7/2026 Dynamic Advisor Solutions LLC20,922$2.18M0.1%-8.5%0.162%
7/7/2026 Grant Private Wealth Management Inc2,457$256K0.1%N/A0.019%
7/7/2026 Howard Financial Services LTD.6,384$665K0.1%N/A0.049%
6/18/2026 Western Wealth Management LLC3,216$187K0.0%N/A0.028%
5/19/2026 Western Wealth Management LLC3,216$187K0.0%N/A0.028%
5/19/2026 Bank of America Corp DE153,751$8.93M0.0%+6.4%1.361%
5/18/2026 Royal Bank of Canada117,161$6.80M0.0%-1.6%1.037%
5/13/2026 Cetera Investment Advisers73,948$4.29M0.0%-10.6%0.654%
5/13/2026 Signature Equity Partners LLC1,985$115K0.1%-23.7%0.018%
5/13/2026 NewEdge Wealth LLC3,781$220K0.0%N/A0.033%
5/8/2026 Pacific Sun Financial Corp9,270$538K0.3%-2.7%0.082%
5/6/2026 Assetmark Inc.546$32K0.0%N/A0.005%
5/6/2026 Independent Financial Group LLC3,907$227K0.0%N/A0.035%
5/5/2026 RFG Bristol Wealth Advisors LLC11,787$684K0.2%-17.4%0.104%
5/1/2026 Fifth Third Bancorp7,852$456K0.0%+2,517.3%0.069%
4/30/2026 Kestra Advisory Services LLC5,992$348K0.0%+16.1%0.053%
4/28/2026 WBH Advisory Inc.3,801$226K0.0%-16.5%0.034%
4/27/2026 Private Advisor Group LLC22,472$1.31M0.0%+31.0%0.200%
4/21/2026 Berkshire Money Management Inc.234,552$13.62M1.4%-4.5%2.090%
4/20/2026 Kestra Private Wealth Services LLC38,815$2.25M0.0%+5.2%0.346%
4/16/2026 Founders Financial Securities LLC3,906$250K0.0%N/A0.035%
4/16/2026 Redstone Wealth Management LLC6,890$400K0.3%-3.7%0.061%
4/15/2026 Aspen Investment Management Inc7,761$451K0.1%+4.2%0.069%
3/9/2026 Rubicon Advisors GP6,300$375K0.3%N/A0.057%
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3/9/2026 Corient Private Wealth LLC26,190$1.56M0.0%-0.9%0.237%
2/19/2026 Corient Private Wealth LLC26,189$1.56M0.0%-0.9%0.237%
2/18/2026 EP Wealth Advisors LLC13,514$804K0.0%N/A0.123%
2/17/2026 Cetera Investment Advisers82,722$4.92M0.0%+6.2%0.750%
2/17/2026 Osaic Holdings Inc.133,192$7.92M0.0%+7.8%1.208%
2/17/2026 &PARTNERS15,025$894K0.0%-9.3%0.136%
2/17/2026 Royal Bank of Canada119,030$7.08M0.0%+282.1%1.079%
2/16/2026 MML Investors Services LLC11,202$666K0.0%+6.2%0.102%
2/13/2026 Stifel Financial Corp18,157$1.08M0.0%+12.4%0.165%
2/13/2026 Wells Fargo & Company MN2,772$165K0.0%-74.1%0.025%
2/12/2026 Jane Street Group LLC90,815$5.40M0.0%N/A0.823%
2/12/2026 Commonwealth 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%
2/11/2026 M Holdings Securities Inc.16,250$966K0.1%N/A0.147%
2/11/2026 Fortune Financial Group Inc.3,720$231K0.2%N/A0.034%
2/11/2026 LPL Financial LLC449,076$26.71M0.0%+9.6%4.071%
2/11/2026 Platform Wealth Management LLC1,875$112K0.0%N/A0.017%
2/10/2026 Greenspring Advisors LLC5,700$339K0.0%N/A0.052%
2/10/2026 Northwestern Mutual Wealth Management Co.9,097$541K0.0%-22.7%0.082%
2/10/2026 IFG Advisory LLC8,775$522K0.0%-8.5%0.080%
2/9/2026 Kingsview Wealth Management LLC26,430$1.57M0.0%+9.1%0.240%
2/9/2026 Integrity Alliance LLC.31,267$1.86M0.1%N/A0.283%
2/9/2026 Harbour Investments Inc.1,690$101K0.0%+13.7%0.015%
2/9/2026 Sandy Cove Advisors LLC7,052$419K0.1%+23.4%0.064%
2/9/2026 Redstone Wealth Management LLC7,152$425K0.3%N/A0.065%
2/9/2026 Prospera Financial Services Inc4,319$257K0.0%-18.7%0.039%
2/6/2026 Aspen Investment Management Inc7,447$443K0.1%+61.3%0.068%
2/6/2026 HighTower Advisors LLC4,897$291K0.0%+6.5%0.044%
2/5/2026 Soltis Investment Advisors LLC3,680$219K0.0%N/A0.033%
2/5/2026 Northwestern Mutual Wealth Management Co.104,566$6.22M0.0%+788.0%0.948%
2/5/2026 Pacific Sun Financial Corp9,530$567K0.3%-7.6%0.086%
2/3/2026 Indie Asset Partners LLC26,162$1.56M1.7%-5.6%0.239%
2/3/2026 International Assets Investment Management LLC573$34K0.0%N/A0.005%
2/3/2026 Providence First Trust Co5,340$318K0.1%-88.5%0.049%
2/2/2026 Truist Financial Corp11,625$691K0.0%+24.9%0.106%
1/30/2026 Opus Capital Group LLC22,773$1.35M0.1%N/A0.208%
1/29/2026Comerica Bank7,536$448K0.0%+23.7%0.069%
1/29/2026 Kestra Private Wealth Services LLC36,882$2.19M0.0%+4.9%0.337%
1/29/2026 UBS Group AG642,314$38.20M0.0%-18.4%5.866%
1/29/2026 Concurrent Investment Advisors LLC4,690$279K0.0%+12.7%0.043%
1/27/2026 Fortis Capital Advisors LLC5,913$352K0.1%N/A0.054%
1/27/2026 Berkshire Money Management Inc.245,620$14.61M1.4%+0.9%2.243%
1/26/2026CWM LLC1,728$103K0.0%+42.2%0.016%
1/26/2026 PFG Investments LLC3,473$207K0.0%N/A0.032%
1/23/2026 Clear Creek Financial Management LLC21,774$1.30M0.1%+4.4%0.199%
1/23/2026 RFG Bristol Wealth Advisors LLC14,274$849K0.2%-1.2%0.130%
1/22/2026 Brookwood Investment Group LLC3,464$206K0.0%N/A0.032%
1/21/2026 Indiana Trust & Investment Management Co715$43K0.0%N/A0.007%
1/21/2026 Flagship Harbor Advisors LLC9,867$587K0.0%+7.3%0.090%
1/21/2026 Sound Income Strategies LLC3,054$191K0.0%N/A0.028%
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1/20/2026 Jackson Wealth Management LLC4,090$243K0.0%N/A0.037%
1/20/2026 Tritonpoint Wealth LLC3,473$207K0.0%N/A0.032%
1/20/2026 SOA Wealth Advisors LLC.570$34K0.0%+71.2%0.005%
1/16/2026 Bay Capital Advisors LLC21,966$1.31M0.8%-2.9%0.201%
1/14/2026 Wealthcare Advisory Partners LLC6,568$391K0.0%N/A0.060%
1/9/2026 Dynamic Advisor Solutions LLC26,849$1.60M0.1%-5.2%0.245%
11/21/2025 CIBC Bancorp USA Inc.11,516$622K0.0%N/A0.107%
11/17/2025 Kestra Private Wealth Services LLC35,162$1.90M0.0%+1.0%0.326%
11/17/2025 Northwestern Mutual Wealth Management Co.11,776$636K0.0%+29.3%0.109%
11/17/2025 Mariner LLC5,692$308K0.0%+15.2%0.053%


IGPT Institutional Ownership - Frequently Asked Questions

During the previous two years, 129 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 StoneCrest Wealth Management Inc. ($7.11M).Learn more on Invesco AI and Next Gen Software ETF's institutional investors.

Of the 118 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 ($155.09K), Marshall Investment Management LLC ($114.59K), and Northwestern Mutual Wealth Management Co. ($96.76K).

Institutional investors have bought a total of 938,630 shares in the last 24 months. This purchase volume represents approximately $60.61M in transactions.

Of the 28 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), Providence First Trust Co ($41.20K), Members Advisory Group LLC ($27.62K), Berkshire Money Management Inc. ($11.07K), Cetera Investment Advisers ($8.77K), Wells Fargo & Company MN ($7.94K), and RFG Bristol Wealth Advisors LLC ($7.30K).

Institutional investors have sold a total of 394,341 shares in the last 24 months. This volume of shares sold represents approximately $22.63M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IGPT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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