I
Invesco AI and Next Gen Software
IGPT • ARCA
Invesco AI and Next Gen Software is an exchange-traded fund on ARCA. As of Q3 2025, 117 institutional investors hold shares in this ETF, with total holdings valued at $195.0M. UBS Group AG is the largest holder with a position valued at $42.5M.
Overview
Overview of institutional ownership in IGPT as of Q3 2025
All Institutions
- Institutions
- 117
- Value Held
- $195.0M
- Shares Held
- 3.6M
- Avg Position
- $1.7M
- Median Position
- $276.6K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $2.3M
- Shares Held
- 43.0K
- Avg Position
- $2.3M
- Median Position
- $2.3M
Biggest Investors
Institutions with the largest positions in IGPT as of Q3 2025
| Institution | Position Value |
|---|---|
 UBS Group AG Institution | $42.5M 0.01% of portfolio |
L LPL Financial LLC Institution | $22.1M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $19.0M 0.00% of portfolio |
 JOURNEY STRATEGIC WEALTH LLC RIA/Wealth | $16.4M 0.46% of portfolio |
B Berkshire Money Management, Inc. Institution | $13.2M 1.36% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $8.7M 0.00% of portfolio |
 Members Advisory Group LLC RIA/Wealth | $6.5M 2.30% of portfolio |
A Advisor Group Holdings, Inc. Institution | $6.4M 0.01% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $6.2M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $4.2M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IGPT in Q3 2025
- Traded
- +$12.9M
- Buyers
- 51
- Sellers
- 28
- Total Bought
- +$25.9M
- Total Sold
- −$13.0M
- Avg Position
- $1.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$4.6M +85.9K shares |
B Berkshire Money Management, Inc. Institution | +$4.3M +79.2K shares |
MORGAN STANLEY RIA/Wealth | +$3.8M +69.4K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$2.3M +43.0K shares |
Cetera Investment Advisers RIA/Wealth | +$1.7M +30.8K shares |
JOURNEY STRATEGIC WEALTH LLC RIA/Wealth | +$1.2M +21.9K shares |
AMERIPRISE FINANCIAL INC Institution | +$1.0M +19.3K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$856.7K +16.0K shares |
R ROYAL BANK OF CANADA Institution | +$822.7K +15.2K shares |
+$638.6K +11.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
UBS Group AG Institution | −$6.5M −120.0K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$2.3M −42.8K shares |
Members Advisory Group LLC RIA/Wealth | −$1.5M −27.6K shares |
 M Holdings Securities, Inc. RIA/Wealth | −$493.6K −10.0K shares |
 TCI Wealth Advisors, Inc. RIA/Wealth | −$413.5K −8.4K shares |
H HSBC HOLDINGS PLC Institution | −$313.4K −5.8K shares |
 IHT Wealth Management, LLC RIA/Wealth | −$288.1K −5.9K shares |
 Apollon Wealth Management, LLC RIA/Wealth | −$268.5K −5.5K shares |
 RFG - Bristol Wealth Advisors, LLC RIA/Wealth | −$250.2K −4.6K shares |
C CI Private Wealth, LLC RIA/Wealth | −$107.6K −2.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IGPT in Q3 2025
- New Positions
- 7
- New Value
- $1.4M
- Exited Positions
- 10
- Exited Value
- $1.5M
New Positions
| Institution | Position Value |
|---|---|
 Creative Planning RIA/Wealth | $387.4K 7.2K shares |
 Sontag Advisory, LLC RIA/Wealth | $296.6K 5.5K shares |
 Sovran Advisors, LLC RIA/Wealth | $286.0K 4.7K shares |
A Aspen Investment Management Inc RIA/Wealth | $249.5K 4.6K shares |
H HUNTINGTON NATIONAL BANK Long Only Manager | $83.7K 1.6K shares |
GGM Financials LLC RIA/Wealth | $34.1K 631.0 shares |
S SOA Wealth Advisors, LLC. Institution | $18.0K 333.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
M Holdings Securities, Inc. RIA/Wealth | $493.6K 10.0K shares |
TCI Wealth Advisors, Inc. RIA/Wealth | $413.5K 8.4K shares |
IHT Wealth Management, LLC RIA/Wealth | $288.1K 5.9K shares |
Apollon Wealth Management, LLC RIA/Wealth | $268.5K 5.5K shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $33.4K 679.0 shares |
 Ancora Advisors, LLC RIA/Wealth | $6.7K 137.0 shares |
 Sunbelt Securities, Inc. RIA/Wealth | $2.7K 60.0 shares |
 HARBOR INVESTMENT ADVISORY, LLC RIA/Wealth | $2.4K 48.0 shares |
A AMERIFLEX GROUP, INC. Institution | $1.7K 35.0 shares |
 Aspect Partners, LLC RIA/Wealth | $1.4K 29.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IGPT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IGPT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Members Advisory Group LLC RIA/Wealth | 2.30% $6.5M |
 Indie Asset Partners, LLC RIA/Wealth | 1.99% $1.5M |
B Berkshire Money Management, Inc. Institution | 1.36% $13.2M |
P Providence First Trust Co Institution | 0.87% $2.5M |
B BRIDGER CAPITAL MANAGEMENT, LLC RIA/Wealth | 0.80% $1.5M |
 Bay Capital Advisors, LLC RIA/Wealth | 0.80% $1.2M |
JOURNEY STRATEGIC WEALTH LLC RIA/Wealth | 0.46% $16.4M |
 PACIFIC SUN FINANCIAL CORP RIA/Wealth | 0.27% $557.0K |
RFG - Bristol Wealth Advisors, LLC RIA/Wealth | 0.23% $780.8K |
C CROWLEY WEALTH MANAGEMENT, INC. RIA/Wealth | 0.21% $261.0K |
Hedge Fund Spotlight
Discover hedge funds investing in IGPT
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
I
Position in Invesco AI and Next Gen Software
- Market Value
- $2.3M
- Shares Held
- 43.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
