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

Invesco AI and Next Gen Software ETF logo
$88.68 -3.07 (-3.35%)
As of 07/24/2026 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)
84
Total
Institutional Inflows
(last 12 months)
$73.55M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$27.27M
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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
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%
6/18/2026Western 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%
5/6/2026 Independent Financial Group LLC3,907$227K0.0%N/A0.035%
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%
4/21/2026 Berkshire 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%
4/16/2026 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%
3/9/2026Rubicon 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%
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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%
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%
2/9/2026 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%
2/6/2026HighTower 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%
2/3/2026 International 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%
1/27/2026 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%
1/23/2026Clear 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%
1/22/2026 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%
1/20/2026Jackson Wealth Management LLC4,090$243K0.0%N/A0.037%
1/20/2026Tritonpoint Wealth LLC3,473$207K0.0%N/A0.032%
1/20/2026 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%
11/21/2025CIBC 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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%
11/13/2025 SeaCrest Wealth Management LLC7,435$429K0.0%-4.7%0.069%
11/13/2025UBS Group AG787,213$42.53M0.0%-13.2%7.289%
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%


IGPT Institutional Ownership - Frequently Asked Questions

During the previous two years, 126 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 117 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 1,262,261 shares in the last 24 months. This purchase volume represents approximately $73.55M in transactions.

Of the 33 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 488,876 shares in the last 24 months. This volume of shares sold represents approximately $27.27M in transactions.


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This page (NYSEARCA:IGPT) was last updated on 7/25/2026 by MarketBeat.com Staff.
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