13FBOX
INVESCO AI AND NEXT GEN SOFTWARE ETF · 13F Institutional Holdings
Options Calculator Rankings
I

INVESCO AI AND NEXT GEN SOFTWARE ETF

IGPT
Institutions
205
Combined AUM (Q2 2026)
$520.0M
Combined Shares (Q2 2026)
5.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.3M
124 · 70 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-591,414
37 · 10 Exit · ≈
⚖️ Net
+683,962
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$520.0M
Institutions
205
New Buys
70
Adds
54
Reduces
27
Exits
10
Unchanged
54
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
UBS Group AG
0.01%0.01%#91$70.3M675,133$39.6M681,518-6,385-0.94%Reduce
MORGAN STANLEY
<0.01%<0.01%#123$59.2M568,267$19.0M351,758+216,509+61.55%Add
HighTower Advisors, LLC
0.05%0.02%#42$55.1M529,127$16.8M289,551+239,576+82.74%Add
LPL Financial LLC
0.01%0.01%#83$53.8M516,825$26.6M458,753+58,072+12.66%Add
AMERIPRISE FINANCIAL INC
0.01%<0.01%#105$28.7M275,392$17.2M295,914-20,522-6.94%Reduce
Berkshire Money Management, Inc.
2.13%1.39%#3$23.4M224,341$13.6M234,552-10,211-4.35%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#162$17.0M163,491$8.9M153,751+9,740+6.33%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#112$15.6M149,873$5.4M93,834+56,039+59.72%Add
JONES FINANCIAL COMPANIES LLLP
0.01%<0.01%#104$15.5M156,993$6.7M116,903+40,090+34.29%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#160$15.3M147,342$00+147,342New Buy
OSAIC HOLDINGS, INC.
0.02%0.01%#72$13.5M129,973$6.5M111,093+18,880+16.99%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#147$10.5M101,148$6.8M117,161-16,013-13.67%Reduce
Cetera Investment Advisers
0.01%<0.01%#96$8.3M79,323$4.3M73,948+5,375+7.27%Add
StoneCrest Wealth Management, Inc.
2.27%#2$7.1M68,258$00+68,258New Buy
Private Advisor Group, LLC
0.03%0.01%#55$6.2M59,431$1.3M22,472+36,959+164.47%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#80$5.6M53,777$2.6M44,189+9,588+21.70%Add
MARSHALL WACE, LLP
<0.01%#117$4.9M47,358$00+47,358New Buy
Corient Private Wealth LLC
<0.01%<0.01%#124$4.1M39,169$1.9M32,006+7,163+22.38%Add
FLOW TRADERS U.S. LLC
0.16%0.05%#20$3.8M36,886$1.5M25,354+11,532+45.48%Add
Clear Creek Financial Management, LLC
0.22%0.14%#16$3.4M32,398$1.8M30,744+1,654+5.38%Add
Opus Capital Group, LLC
0.32%0.2%#9$3.3M31,653$1.8M31,65300.00%Unchanged
KESTRA PRIVATE WEALTH SERVICES, LLC
0.03%0.03%#50$3.1M30,044$2.3M38,815-8,771-22.60%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#170$2.8M26,656$886,72715,272+11,384+74.54%Add
Indie Asset Partners, LLC
2.58%1.69%#1$2.7M25,866$1.5M25,603+263+1.03%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#137$2.5M24,073$1.2M20,507+3,566+17.39%Add
Bay Capital Advisors, LLC
1.21%0.78%#4$2.3M21,753$1.3M21,912-159-0.73%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#130$2.2M21,134$1.1M19,259+1,875+9.74%Add
Dynamic Advisor Solutions LLC
0.06%0.04%#40$2.2M20,922$1.3M22,854-1,932-8.45%Reduce
M Holdings Securities, Inc.
0.26%0.09%#14$1.9M18,174$1.4M17,468+706+4.04%Add
Quantinno Capital Management LP
<0.01%<0.01%#138$1.7M16,525$613,33010,563+5,962+56.44%Add
Bawa N Mallick Trust
0.56%0.36%#5$1.7M16,500$870,96015,000+1,500+10.00%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#165$1.7M15,993$610,54310,515+5,478+52.10%Add
Soltis Investment Advisors LLC
0.09%0.01%#31$1.6M15,750$228,2503,931+11,819+300.66%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#122$1.6M15,698$748,51212,891+2,807+21.77%Add
Nilsine Partners, LLC
0.11%#25$1.6M15,232$00+15,232New Buy
Principle Wealth Partners LLC
0.08%#35$1.5M14,798$00+14,798New Buy
Kingsview Wealth Management, LLC
0.03%0.02%#58$1.5M26,119$1.5M26,11900.00%Unchanged
HSBC HOLDINGS PLC
<0.01%<0.01%#171$1.4M13,600$789,67013,60000.00%Unchanged
EP Wealth Advisors, LLC
0.01%<0.01%#108$1.4M13,479$784,67713,514-35-0.26%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#145$1.4M13,051$719,89512,398+653+5.27%Add
CoreCap Advisors, LLC
0.04%0.03%#47$1.3M12,672$736,19312,679-7-0.06%Reduce
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.02%#67$1.3M12,367$00+12,367New Buy
INDEPENDENT FINANCIAL GROUP, LLC
0.02%#63$1.3M12,200$00+12,200New Buy
Coppell Advisory Solutions LLC
0.1%#28$1.3M1$00+1New Buy
RFG - Bristol Wealth Advisors, LLC
0.29%0.18%#12$1.2M11,393$684,41311,787-394-3.34%Reduce
Rockefeller Capital Management L.P.
<0.01%<0.01%#141$1.2M11,387$597,60410,292+1,095+10.64%Add
Cresset Asset Management, LLC
<0.01%<0.01%#113$1.1M10,871$631,23810,87100.00%Unchanged
FLAGSHIP HARBOR ADVISORS, LLC
0.04%0.03%#46$1.1M10,541$600,78810,347+194+1.87%Add
CIBC Bancorp USA Inc.
<0.01%<0.01%#155$1.1M10,500$609,67210,50000.00%Unchanged
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#144$998,11710,086$598,01610,065+21+0.21%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow