Who Owns Invesco AI and Next Gen Software ETF (IGPT)?Hedge Fund & Institutional Holders

$60.64-0.15 (-0.25%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.819426000240002e+181T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$35.18$43.03$50.89$58.74$66.60Sep 24Jun 25Mar 26

IGPT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
JANE STREET GROUP, LLCNew Position+91K+$5.0M
JONES FINANCIAL COMPANIES LLLPNew Position+96K+$5.0M
CITADEL ADVISORS LLCNew Position+40K+$2.0M
INTEGRITY ALLIANCE, LLC.New Position+31K+$1.9M
Indie Asset Partners, LLCNew Position+26K+$1.6M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+22K+$1.4M
Opus Capital Group, LLCNew Position+23K+$1.4M
Bay Capital Advisors, LLCNew Position+22K+$1.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+25K+$1.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+19K+$1.0M
M Holdings Securities, Inc.New Position+16K+$966K
RFG - Bristol Wealth Advisors, LLCNew Position+14K+$848K
TRUIST FINANCIAL CORPNew Position+12K+$690K
FLAGSHIP HARBOR ADVISORS, LLCNew Position+10K+$586K
OPPENHEIMER & CO INCNew Position+8K+$462K

IGPT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-145K-$42.5B
BANK OF AMERICA CORP /DE/Decreased-17K-$8.7B
Dynamic Advisor Solutions LLCDecreased-1K-$1.5B
Corient Private Wealth LLCDecreased-234-$1.4B
&PARTNERSDecreased-2K-$892.6M
CIBC Bancorp USA Inc.Closed Position-12K-$622.2M
WELLS FARGO & COMPANY/MNDecreased-8K-$578.5M
Rockefeller Capital Management L.P.Decreased-25-$560.0M
PACIFIC SUN FINANCIAL CORPDecreased-780-$556.5M
IFG Advisory, LLCDecreased-816-$518.2M
Creative PlanningDecreased-2K-$387.4M
Mariner, LLCDecreased-6-$307.5M
Prospera Financial Services IncDecreased-991-$286.9M
Glenmede Investment Management, LPClosed Position-3K-$162.1M
Founders Financial Alliance, LLCClosed Position-2K-$97.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG642,241$38.2M0.01%Share
2LPL Financial LLC449,076$26.0M0.01%Share
3MORGAN STANLEY411,819$24.0M0.00%Share
4JOURNEY STRATEGIC WEALTH LLC367,504$21.0M0.55%Share
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO104,566$18.2M0.01%Share
6AMERIPRISE FINANCIAL INC303,996$18.0M0.00%Share
7Berkshire Money Management, Inc.245,620$14.6M1.39%Share
8ROYAL BANK OF CANADA117,865$7.0M0.00%Share
9OSAIC HOLDINGS, INC.129,514$7.0M0.01%Share
10BANK OF AMERICA CORP /DE/98,421$5.0M0.00%Share
11JANE STREET GROUP, LLC90,815$5.0M0.00%Share
12JONES FINANCIAL COMPANIES LLLP96,489$5.0M0.00%Share
13Cetera Investment Advisers82,722$4.0M0.00%Share
14RAYMOND JAMES FINANCIAL INC58,131$3.0M0.00%Share
15TWO SIGMA INVESTMENTS, LP52,700$3.0M0.00%Share
16KESTRA PRIVATE WEALTH SERVICES, LLC36,882$2.2M0.03%Share
17Cambridge Investment Research Advisors, Inc.42,372$2.0M0.01%Share
18CITADEL ADVISORS LLC39,548$2.0M0.00%Share
19BANK OF AMERICA CORP /DE/46,140$2.0M0.00%Share
20INTEGRITY ALLIANCE, LLC.31,267$1.9M0.07%Share
21ORSER CAPITAL MANAGEMENT, LLC28,005$1.7M0.94%Share
22Dynamic Advisor Solutions LLC26,849$1.6M0.05%Share
23Corient Private Wealth LLC26,189$1.6M0.00%Share
24Indie Asset Partners, LLC26,162$1.6M1.73%Share
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC21,725$1.4M0.00%Share
26Opus Capital Group, LLC22,773$1.4M0.15%Share
27Bay Capital Advisors, LLC21,966$1.3M0.80%Share
28Clear Creek Financial Management, LLC21,774$1.3M0.11%Share
29STIFEL FINANCIAL CORP18,157$1.0M0.00%Share
30ENVESTNET ASSET MANAGEMENT INC25,417$1.0M0.00%Share
31Private Advisor Group, LLC17,151$1.0M0.00%Share
32RAYMOND JAMES FINANCIAL INC22,535$1.0M0.00%Share
33COMMONWEALTH EQUITY SERVICES, LLC18,554$1.0M0.00%Share
34Kingsview Wealth Management, LLC26,430$1.0M0.01%Share
35M Holdings Securities, Inc.16,250$966K0.07%Share
36RFG - Bristol Wealth Advisors, LLC14,274$848K0.24%Share
37HSBC HOLDINGS PLC13,600$808K0.00%Share
38TRUIST FINANCIAL CORP11,025$655K0.00%Share
39FLAGSHIP HARBOR ADVISORS, LLC9,867$586K0.03%Share
40PACIFIC SUN FINANCIAL CORP9,530$566K0.27%Share
41SeaCrest Wealth Management, LLC7,435$466K0.05%Share
42OPPENHEIMER & CO INC7,774$462K0.01%Share
43Diversified Enterprises, LLC7,626$453K0.03%Share
44COMERICA BANK7,536$448K0.00%Share
45Aspen Investment Management Inc7,447$443K0.13%Share
46REDSTONE WEALTH MANAGEMENT, LLC7,152$425K0.34%Share
47Sandy Cove Advisors, LLC7,052$419K0.12%Share
48Wealthcare Advisory Partners LLC6,568$390K0.01%Share
49Proficio Capital Partners LLC6,000$356K0.02%Share
50Fortis Capital Advisors, LLC5,913$351K0.05%Share

IGPT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025141$241.1M+65
Q3 202576$167.7B-36
Q2 2025112$141.3B+7
Q1 2025105$113.0B+11
Q4 202494$4.6T+12
Q3 202482$82.4T+5
Q2 202477$68.3T+16
Q1 202461$36.7T—

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As of Q4 2025, 50 institutional investors hold IGPT (Invesco AI and Next Gen Software ETF). The largest holder is UBS Group AG with $38.2M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own IGPT?

As of Q4 2025, 50 institutional investors report holding IGPT (Invesco AI and Next Gen Software ETF) in their 13F filings.

Who is the largest institutional holder of IGPT?

The largest institutional holder of IGPT is UBS Group AG with $38.2M in shares.

Is institutional ownership of IGPT increasing or decreasing?

This quarter, 15 institutions opened new positions in IGPT and 3 closed their positions.