IGPT Institutional Ownership
Invesco AI and Next Gen Software ETF
1W: -0.3%
1M: +12.9%
3M: +5.1%
YTD: +69.0%
1Y: +88.4%
3Y: +223.8%
5Y: +121.8%
$103.11
+0.34 (+0.33%)
Weekly Expected Move ±4.3%
$94
$99
$103
$108
$112
Overview
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Institutional Ownership — IGPT
214
Institutional Holders
+53 vs prior quarter
0.0%
Ownership
+0.00pp
518M
Total Invested
67
New Positions
57
Increased
38
Reduced
11
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (223 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 675,133 | $70M | -6,385 | -0.9% | 33Q | SEC ↗ |
| 2 | MORGAN STANLEY | 568,267 | $59M | +119,112 | +26.5% | 33Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 529,127 | $55M | +239,576 | +82.7% | 5Q | SEC ↗ |
| 4 | LPL Financial LLC | 516,825 | $53M | +58,072 | +12.7% | 33Q | SEC ↗ |
| 5 | JOURNEY STRATEGIC WEALTH LLC | 347,188 | $36M | -20,316 | -5.5% | 4Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 275,392 | $28M | -20,522 | -6.9% | 16Q | SEC ↗ |
| 7 | Berkshire Money Management, Inc. | 224,341 | $23M | -10,211 | -4.4% | 6Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 163,491 | $17M | +9,740 | +6.3% | 15Q | SEC ↗ |
| 9 | JONES FINANCIAL COMPANIES LLLP | 156,993 | $16M | +40,090 | +34.3% | 11Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 149,873 | $15M | +56,039 | +59.7% | 7Q | SEC ↗ |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 147,342 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 129,973 | $13M | +18,880 | +17.0% | 26Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 101,148 | $10M | -16,013 | -13.7% | 33Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 79,323 | $8M | +5,375 | +7.3% | 10Q | SEC ↗ |
| 15 | StoneCrest Wealth Management, Inc. NEW | 68,258 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Private Advisor Group, LLC | 59,431 | $6M | +36,959 | +164.5% | 10Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 53,777 | $6M | +9,588 | +21.7% | 32Q | SEC ↗ |
| 18 | MARSHALL WACE, LLP NEW | 47,358 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Corient Private Wealth LP | 39,168 | $4M | +7,162 | +22.4% | 14Q | SEC ↗ |
| 20 | FLOW TRADERS U.S. LLC | 36,886 | $4M | +11,532 | +45.5% | 4Q | SEC ↗ |
| 21 | Kingsview Wealth Management, LLC | 33,597 | $3M | +7,478 | +28.6% | 9Q | SEC ↗ |
| 22 | Clear Creek Financial Management, LLC | 32,398 | $3M | +1,654 | +5.4% | 11Q | SEC ↗ |
| 23 | Opus Capital Group, LLC | 31,653 | $3M | — | +0.0% | 3Q | SEC ↗ |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | 30,044 | $3M | -8,771 | -22.6% | 9Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 26,656 | $3M | +11,384 | +74.5% | 9Q | SEC ↗ |
| 26 | Indie Asset Partners, LLC | 25,866 | $3M | +263 | +1.0% | 10Q | SEC ↗ |
| 27 | STIFEL FINANCIAL CORP | 24,073 | $2M | +3,566 | +17.4% | 33Q | SEC ↗ |
| 28 | Bay Capital Advisors, LLC | 21,753 | $2M | -159 | -0.7% | 5Q | SEC ↗ |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 21,134 | $2M | +1,875 | +9.7% | 30Q | SEC ↗ |
| 30 | Dynamic Advisor Solutions LLC | 20,922 | $2M | -1,932 | -8.5% | 5Q | SEC ↗ |
| 31 | M Holdings Securities, Inc. | 18,174 | $2M | +706 | +4.0% | 3Q | SEC ↗ |
| 32 | Quantinno Capital Management LP | 16,525 | $2M | +5,962 | +56.4% | 3Q | SEC ↗ |
| 33 | Bawa N Mallick Trust | 16,500 | $2M | +1,500 | +10.0% | 7Q | SEC ↗ |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 15,993 | $2M | +5,478 | +52.1% | 9Q | SEC ↗ |
| 35 | Soltis Investment Advisors LLC | 15,750 | $2M | +11,819 | +300.7% | 3Q | SEC ↗ |
| 36 | MML INVESTORS SERVICES, LLC | 15,698 | $2M | +2,807 | +21.8% | 9Q | SEC ↗ |
| 37 | Nilsine Partners, LLC NEW | 15,232 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Principle Wealth Partners LLC NEW | 14,798 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 39 | HSBC HOLDINGS PLC | 13,600 | $1M | — | +0.0% | 5Q | SEC ↗ |
| 40 | EP Wealth Advisors, LLC | 13,479 | $1M | -35 | -0.3% | 3Q | SEC ↗ |
| 41 | TRUIST FINANCIAL CORP | 13,051 | $1M | +653 | +5.3% | 6Q | SEC ↗ |
| 42 | CoreCap Advisors, LLC | 12,672 | $1M | -7 | -0.1% | 2Q | SEC ↗ |
| 43 | Empirical Financial Services, LLC d.b. NEW | 12,367 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 44 | INDEPENDENT FINANCIAL GROUP, LLC | 12,200 | $1M | +8,293 | +212.3% | 3Q | SEC ↗ |
| 45 | RFG - Bristol Wealth Advisors, LLC | 11,393 | $1M | -394 | -3.3% | 7Q | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 11,387 | $1M | +1,095 | +10.6% | 8Q | SEC ↗ |
| 47 | Cresset Asset Management, LLC | 10,871 | $1M | — | +0.0% | 6Q | SEC ↗ |
| 48 | FLAGSHIP HARBOR ADVISORS, LLC | 10,541 | $1M | +194 | +1.9% | 7Q | SEC ↗ |
| 49 | CIBC Bancorp USA Inc. | 10,500 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 50 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 10,086 | $1M | +21 | +0.2% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 147,342 | $15M |
| StoneCrest Wealth Management, Inc. | 68,258 | $7M |
| MARSHALL WACE, LLP | 47,358 | $5M |
| Nilsine Partners, LLC | 15,232 | $2M |
| Principle Wealth Partners LLC | 14,798 | $2M |
| Empirical Financial Services, LLC d | 12,367 | $1M |
| Mutual Advisors, LLC | 8,749 | $902K |
| AQR CAPITAL MANAGEMENT LLC | 8,160 | $841K |
| GTS SECURITIES LLC | 7,491 | $772K |
| THOMPSON DAVIS & CO., INC. | 7,475 | $771K |
| Hennion & Walsh Asset Management, I | 7,375 | $760K |
| HOWARD FINANCIAL SERVICES, LTD. | 6,384 | $658K |
| Equitable Holdings, Inc. | 6,140 | $633K |
| Prospera Financial Services Inc | 5,291 | $546K |
| Belpointe Asset Management LLC | 4,414 | $455K |
| Acorn Wealth Advisors, LLC | 4,277 | $441K |
| National Wealth Management Group, L | 4,176 | $431K |
| Allen Mooney & Barnes Investment Ad | 4,050 | $418K |
| Wellington Shields & Co., LLC | 3,996 | $412K |
| MinichMacGregor Wealth Management, | 3,633 | $375K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Silverleafe Capital Partners, LLC | 72,927 | $8M |
| INTEGRITY ALLIANCE, LLC. | 31,267 | $3M |
| ORSER CAPITAL MANAGEMENT, LLC | 28,005 | $3M |
| CITADEL ADVISORS LLC | 20,169 | $2M |
| GFS Advisors, LLC | 13,710 | $1M |
| REDSTONE WEALTH MANAGEMENT, LLC | 6,890 | $710K |
| Fortis Capital Advisors, LLC | 5,913 | $610K |
| Providence First Trust Co | 5,340 | $551K |
| TWO SIGMA INVESTMENTS, LP | 5,100 | $526K |
| Jackson Wealth Management, LLC | 4,090 | $422K |
| SageView Advisory Group, LLC | 1,270 | $131K |
| MAI Capital Management | 836 | $86K |
| Addison Advisors LLC | 681 | $70K |
| Advisory Services Network, LLC | 300 | $31K |
| Signature Resources Capital Managem | 154 | $16K |
| BROWN BROTHERS HARRIMAN & CO | 139 | $14K |
| IFC & Insurance Marketing, Inc. | 125 | $13K |
| BlackRock, Inc. | 92 | $9K |
| PITTENGER & ANDERSON INC | 60 | $6K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -39,459 | -91.3% | 3,750 |
| Mariner, LLC | -36,267 | -87.3% | 5,260 |
| AMERIPRISE FINANCIAL INC | -20,522 | -6.9% | 275,392 |
| JOURNEY STRATEGIC WEALTH LLC | -20,316 | -5.5% | 347,188 |
| ROYAL BANK OF CANADA | -16,013 | -13.7% | 101,148 |
| Berkshire Money Management, Inc. | -10,211 | -4.4% | 224,341 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -8,771 | -22.6% | 30,044 |
| UBS Group AG | -6,385 | -0.9% | 675,133 |
| Dynamic Advisor Solutions LLC | -1,932 | -8.5% | 20,922 |
| Brookwood Investment Group LLC | -1,280 | -12.7% | 8,766 |
| RFG - Bristol Wealth Advisors, LLC | -394 | -3.3% | 11,393 |
| TRITONPOINT WEALTH, LLC | -376 | -10.8% | 3,097 |
| OneDigital Investment Advisors LLC | -232 | -6.7% | 3,238 |
| Wealthspire Advisors, LLC | -200 | -3.6% | 5,289 |
| Bay Capital Advisors, LLC | -159 | -0.7% | 21,753 |
| Aptus Capital Advisors, LLC | -116 | -34.8% | 217 |
| Allworth Financial LP | -105 | -18.0% | 479 |
| Signature Equity Partners, LLC | -85 | -4.3% | 1,900 |
| Western Wealth Management, LLC | -76 | -2.4% | 3,140 |
| Collier Financial | -73 | -1.7% | 4,295 |