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

Invesco AI and Next Gen Software ETF logo
$97.90 -0.29 (-0.30%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$98.05 +0.15 (+0.15%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
83
Total
Institutional Inflows
(last 12 months)
$56.37M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$22.58M
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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
10/9/2026RFG Bristol Wealth Advisors LLC11,132$1.13M0.3%-2.3%0.078%
10/8/2026CoreCap Advisors LLC12,474$1.27M0.0%-1.6%0.088%
10/2/2026 Polaris Financial Partners2,593$265K0.1%N/A0.019%
9/23/2026Envestnet Asset Management Inc.26,656$2.78M0.0%+74.5%0.195%
9/9/2026Integrated Wealth Concepts LLC1,451$151K0.0%N/A0.011%
9/9/2026NewEdge Advisors LLC5,152$536K0.0%+951.4%0.039%
9/8/2026Allworth Financial LP479$50K0.0%-18.0%0.004%
8/27/2026Corient Private Wealth LP39,168$4.08M0.0%+22.4%0.297%
8/23/2026Nilsine Partners LLC15,232$1.59M0.1%N/A0.115%
8/22/2026Compass Financial Management LLC900$94K0.0%N/A0.007%
8/22/2026Concurrent Investment Advisors LLC8,072$840K0.0%+92.1%0.061%
8/22/2026Allen Mooney & Barnes Investment Advisors LLC4,050$422K0.1%N/A0.031%
8/21/2026Acorn Wealth Advisors LLC4,277$445K0.1%N/A0.032%
8/12/2026Compass Financial Management LLC900$94K0.0%N/A0.007%
7/10/2026Sherman Wealth Management LLC2,296$239K0.2%N/A0.017%
7/10/2026Wealthcare Advisory Partners LLC6,608$688K0.0%+1.7%0.049%
7/9/2026Focus Financial Network Inc.4,480$466K0.0%+8.5%0.034%
7/9/2026StoneCrest Wealth Management Inc.68,258$7.11M2.3%N/A0.511%
7/9/2026Hennion & Walsh Asset Management Inc.7,375$768K0.0%N/A0.055%
7/7/2026Dynamic Advisor Solutions LLC20,922$2.18M0.1%-8.5%0.162%
7/7/2026Grant Private Wealth Management Inc2,457$256K0.1%N/A0.019%
7/7/2026Howard 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%
5/6/2026Independent 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%
4/21/2026Berkshire 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%
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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%
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%
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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%


IGPT Institutional Ownership - Frequently Asked Questions

During the previous two years, 130 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 857,680 shares in the last 24 months. This purchase volume represents approximately $56.37M 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 ($7.56K).

Institutional investors have sold a total of 392,985 shares in the last 24 months. This volume of shares sold represents approximately $22.58M in transactions.


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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 10/9/2026. New 13F filings are added each quarter as they're published.
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