Who owns IGPT?
Invesco AI and Next Gen Software ETF · Invesco
201 institutions reported holding IGPT, worth $525.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IGPT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| UBS Group AG | Zurich, Switzerland | $70.3M | 675,133 | −6,385 shares |
| Morgan Stanley | New York, NY | $59.2M | 568,267 | +119,112 shares |
| HighTower Advisors, LLC | Chicago, IL | $55.1M | 529,127 | +239,576 shares |
| LPL Financial LLC | Fort Mill, SC | $53.8M | 516,825 | +58,072 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $28.7M | 275,392 | −20,522 shares |
| Berkshire Money Management, Inc. | Dalton, MA | $23.4M | 224,341 | −10,211 shares |
| Bank of America Corp. | Charlotte, NC | $17.0M | 163,491 | +9,740 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $15.6M | 149,873 | +56,039 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $15.5M | 156,993 | +40,090 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $15.3M | 147,342 | New position |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IGPT?
201 institutional managers reported holding IGPT in Form 13F filings for June 30, 2026, worth $525.8M in total. The largest reported position was held by UBS Group AG, at $70.3M.
Did institutions buy or sell IGPT last quarter?
Reported 13F value rose 121.4% from March 31, 2026, which includes price moves as well as buying and selling. 67 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IGPT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.