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

Invesco AI and Next Gen Software ETF logo
$83.55 +3.65 (+4.57%)
As of 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)
$72.88M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$26.93M
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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
5/1/2026 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%
3/9/2026Rubicon 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%
2/16/2026 MML 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%
2/12/2026 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%
2/11/2026M Holdings Securities Inc.16,250$966K0.1%N/A0.147%
2/11/2026 Fortune Financial Group Inc.3,720$231K0.2%N/A0.034%
2/11/2026LPL 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%
2/9/2026Sandy 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%
2/5/2026 Soltis 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%
2/2/2026 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%
1/29/2026UBS 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%
1/23/2026RFG 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%
1/20/2026 Tritonpoint Wealth LLC3,473$207K0.0%N/A0.032%
1/20/2026SOA 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%
11/17/2025 Kestra 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%
11/13/2025 SeaCrest Wealth Management LLC7,435$429K0.0%-4.7%0.069%
11/13/2025UBS Group AG787,213$42.53M0.0%-13.2%7.289%
11/13/2025 Private Advisor Group LLC16,673$901K0.0%-8.2%0.154%
11/12/2025Kingsview Wealth Management LLC24,224$1.31M0.0%-6.8%0.224%
11/12/2025 Journey Strategic Wealth LLC303,057$16.37M0.5%+7.8%2.806%
11/10/2025GGM Financials LLC631$34K0.0%N/A0.006%
11/10/2025 Clear 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%
11/5/2025 Envestnet 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%
11/3/2025GPS Wealth Strategies Group LLC6,566$355K0.0%+794.6%0.061%
11/3/2025 Truist Financial Corp9,309$503K0.0%+14.2%0.086%
10/31/2025 Sovran Advisors LLC4,744$256K0.0%N/A0.044%
10/29/2025 Wealth Enhancement Advisory Services LLC21,725$1.22M0.0%+109.4%0.202%
10/27/2025 Concurrent Investment Advisors LLC4,161$225K0.0%-21.4%0.039%
10/22/2025RFG Bristol Wealth Advisors LLC14,451$781K0.2%-24.3%0.135%
10/22/2025Members Advisory Group LLC119,827$6.48M2.3%-18.7%1.117%
10/21/2025Crowley Wealth Management Inc.4,830$261K0.2%+52.8%0.045%
10/21/2025 Bay Capital Advisors LLC22,628$1.22M0.8%+27.0%0.212%
10/14/2025 Berkshire Money Management Inc.243,515$13.16M1.4%+48.2%2.346%
10/9/2025 Dynamic Advisor Solutions LLC28,318$1.53M0.0%+10.5%0.273%


IGPT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGPT shares?

During the previous two years, 122 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 ($8.72M), Osaic Holdings Inc. ($7.92M), and Royal Bank of Canada ($7.08M).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 112 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).

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

Institutional investors have bought a total of 1,378,488 shares in the last 24 months. This purchase volume represents approximately $72.88M in transactions.

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

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), Jones Financial Companies Lllp ($12.93K), Berkshire Money Management Inc. ($11.07K), and EP Wealth Advisors LLC ($10.82K).

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

Institutional investors have sold a total of 489,187 shares in the last 24 months. This volume of shares sold represents approximately $26.93M in transactions.


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This page (NYSEARCA:IGPT) was last updated on 5/5/2026 by MarketBeat.com Staff.
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