13FBOX
INVESCO AI AND NEXT GEN SOFTWARE ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO AI AND NEXT GEN SOFTWARE ETF

IGPT
持有机构数
205
机构合计市值 (Q2 2026)
$5.20亿
机构合计股数 (Q2 2026)
500.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+127.5万股
124 · 70 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-59.1万股
37 · 10 清仓 · ≈
⚖️ 净额
+68.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.20亿
持有机构数
205
新买入
70
加仓
54
减仓
27
清仓
10
持股不变
54
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
瑞银集团UBS Group AG
0.01%0.01%#91$7,028.1万67.5万股$3,957.2万68.2万股-6,385股-0.94%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#123$5,915.7万56.8万股$1,900.6万35.2万股+21.7万股+61.55%加仓
HighTower顾问HighTower Advisors, LLC
0.05%0.02%#42$5,508.2万52.9万股$1,681.3万29.0万股+24.0万股+82.74%加仓
LPL金融LPL Financial LLC
0.01%0.01%#83$5,380.2万51.7万股$2,663.7万45.9万股+5.8万股+12.66%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%<0.01%#105$2,869.6万27.5万股$1,718.6万29.6万股-2.1万股-6.94%减仓
Berkshire Money Management, Inc.
2.13%1.39%#3$2,335.4万22.4万股$1,361.9万23.5万股-1.0万股-4.35%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#162$1,701.9万16.3万股$892.7万15.4万股+9,740股+6.33%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#112$1,560.2万15.0万股$544.8万9.4万股+5.6万股+59.72%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%<0.01%#104$1,551.7万15.7万股$665.4万11.7万股+4.0万股+34.29%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#160$1,533.8万14.7万股$00股+14.7万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.01%#72$1,353.1万13.0万股$645.0万11.1万股+1.9万股+16.99%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#147$1,053.0万10.1万股$680.3万11.7万股-1.6万股-13.67%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%<0.01%#96$825.8万7.9万股$429.4万7.4万股+5,375股+7.27%加仓
StoneCrest Wealth Management, Inc.
2.27%#2$710.6万6.8万股$00股+6.8万股新买入
Private Advisor集团Private Advisor Group, LLC
0.03%0.01%#55$618.7万5.9万股$130.5万2.2万股+3.7万股+164.47%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#80$559.8万5.4万股$256.6万4.4万股+9,588股+21.70%加仓
马歇尔·韦斯MARSHALL WACE, LLP
<0.01%#117$493.0万4.7万股$00股+4.7万股新买入
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#124$407.7万3.9万股$185.8万3.2万股+7,163股+22.38%加仓
FLOW TRADERS U.S. LLC
0.16%0.05%#20$384.0万3.7万股$147.2万2.5万股+1.2万股+45.48%加仓
Clear Creek Financial Management, LLC
0.22%0.14%#16$337.3万3.2万股$178.5万3.1万股+1,654股+5.38%加仓
Opus Capital Group, LLC
0.32%0.2%#9$329.5万3.2万股$183.8万3.2万股00.00%持仓不变
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.03%0.03%#50$312.8万3.0万股$225.4万3.9万股-8,771股-22.60%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#170$277.5万2.7万股$88.7万1.5万股+1.1万股+74.54%加仓
Indie Asset Partners, LLC
2.58%1.69%#1$269.3万2.6万股$148.7万2.6万股+263股+1.03%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#137$250.6万2.4万股$119.1万2.1万股+3,566股+17.39%加仓
Bay Capital Advisors, LLC
1.21%0.78%#4$226.4万2.2万股$127.2万2.2万股-159股-0.73%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#130$220.0万2.1万股$111.8万1.9万股+1,875股+9.74%加仓
Dynamic Advisor Solutions LLC
0.06%0.04%#40$217.8万2.1万股$132.7万2.3万股-1,932股-8.45%减仓
M Holdings Securities, Inc.
0.26%0.09%#14$189.2万1.8万股$137.0万1.7万股+706股+4.04%加仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#138$172.0万1.7万股$61.3万1.1万股+5,962股+56.44%加仓
Bawa N Mallick Trust
0.56%0.36%#5$171.8万1.7万股$87.1万1.5万股+1,500股+10.00%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#165$166.5万1.6万股$61.1万1.1万股+5,478股+52.10%加仓
Soltis Investment Advisors LLC
0.09%0.01%#31$164.0万1.6万股$22.8万3,931股+1.2万股+300.66%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#122$163.4万1.6万股$74.9万1.3万股+2,807股+21.77%加仓
Nilsine Partners, LLC
0.11%#25$158.6万1.5万股$00股+1.5万股新买入
Principle Wealth Partners LLC
0.08%#35$154.0万1.5万股$00股+1.5万股新买入
Kingsview Wealth Management, LLC
0.03%0.02%#58$151.7万2.6万股$151.7万2.6万股00.00%持仓不变
汇丰控股HSBC HOLDINGS PLC
<0.01%<0.01%#171$141.6万1.4万股$79.0万1.4万股00.00%持仓不变
EP财富顾问EP Wealth Advisors, LLC
0.01%<0.01%#108$140.3万1.3万股$78.5万1.4万股-35股-0.26%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#145$135.9万1.3万股$72.0万1.2万股+653股+5.27%加仓
CoreCap 顾问CoreCap Advisors, LLC
0.04%0.03%#47$131.9万1.3万股$73.6万1.3万股-7股-0.06%减仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.02%#67$128.7万1.2万股$00股+1.2万股新买入
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.02%#63$127.0万1.2万股$00股+1.2万股新买入
Coppell Advisory Solutions LLC
0.1%#28$126.2万1股$00股+1股新买入
RFG - Bristol Wealth Advisors, LLC
0.29%0.18%#12$118.6万1.1万股$68.4万1.2万股-394股-3.34%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#141$118.5万1.1万股$59.8万1.0万股+1,095股+10.64%加仓
Cresset资产管理Cresset Asset Management, LLC
<0.01%<0.01%#113$113.2万1.1万股$63.1万1.1万股00.00%持仓不变
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.04%0.03%#46$109.7万1.1万股$60.1万1.0万股+194股+1.87%加仓
CIBC美国CIBC Bancorp USA Inc.
<0.01%<0.01%#155$109.3万1.1万股$61.0万1.1万股00.00%持仓不变
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#144$99.8万1.0万股$59.8万1.0万股+21股+0.21%加仓

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