Invesco AI and Next Gen Software ETF (IGPT) Institutional Ownership

$44.98
-0.08 (-0.18%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco AI and Next Gen Software ETF (NYSEARCA:IGPT)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$7.25M
Number of
Institutional Sellers
(last 12 months)
0
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IGPT Institutional Buying and Selling by Quarter

Invesco AI and Next Gen Software ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 EP Wealth Advisors LLC24,663$1.12M0.0%N/A0.363%
5/11/2024 Resurgent Financial Advisors LLC4,559$206K0.1%N/A0.067%
5/7/2024 Oppenheimer & Co. Inc.7,923$358K0.0%N/A0.124%
5/2/2024 Diversified LLC8,457$383K0.1%N/A0.133%
4/30/2024 Private Advisor Group LLC10,724$485K0.0%N/A0.168%
4/30/2024 Mitchell Sinkler & Starr PA1,788$81K0.0%N/A0.028%
4/30/2024Commonwealth Equity Services LLC13,599$615K0.0%N/A0.213%
4/26/2024 Clear Creek Financial Management LLC10,245$463K0.1%N/A0.161%
4/25/2024 Lindbrook Capital LLC1,500$68K0.0%N/A0.024%
4/23/2024 Global Retirement Partners LLC750$34K0.0%N/A0.012%
4/18/2024 SeaCrest Wealth Management LLC8,999$407K0.0%N/A0.000%
4/17/2024 Fiduciary Alliance LLC36,478$1.67M0.3%N/A0.000%
4/17/2024 Sandy Cove Advisors LLC7,902$357K0.2%N/A0.000%
4/1/2024 Canandaigua National Bank & Trust Co.22,611$1.02M0.2%N/A0.000%
(Data available from 1/1/2016 forward)

IGPT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGPT shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Invesco AI and Next Gen Software ETF. The most heavily invested institutionals were Fiduciary Alliance LLC ($1.67M), EP Wealth Advisors LLC ($1.12M), Canandaigua National Bank & Trust Co. ($1.02M), Commonwealth Equity Services LLC ($615K), Private Advisor Group LLC ($485K), Clear Creek Financial Management LLC ($463K), and SeaCrest Wealth Management LLC ($407K).Learn more on IGPT's institutional investors.

Which institutional investors have been buying Invesco AI and Next Gen Software ETF stock?

Of the 14 institutional investors that purchased Invesco AI and Next Gen Software ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiduciary Alliance LLC ($36.48K), EP Wealth Advisors LLC ($24.66K), Canandaigua National Bank & Trust Co. ($22.61K), Commonwealth Equity Services LLC ($13.60K), Private Advisor Group LLC ($10.72K), Clear Creek Financial Management LLC ($10.25K), and SeaCrest Wealth Management LLC ($9.00K).

How much institutional buying is happening at Invesco AI and Next Gen Software ETF?

Institutional investors have bought a total of 160,198 shares in the last 24 months. This purchase volume represents approximately $7.25M in transactions.


This page (NYSEARCA:IGPT) was last updated on 5/18/2024 by MarketBeat.com Staff

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