Invesco NASDAQ Free Cash Flow Achievers ETF
QOWZ
6 hedge funds and large institutions have $8.27M invested in Invesco NASDAQ Free Cash Flow Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more funds holding
Funds holding: 3 → 6 (+3)
34% more capital invested
Capital invested by funds: $6.17M → $8.27M (+$2.1M)
1.04% less ownership
Funds ownership: 73.63% → 72.59% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$947K |
| 2 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$584K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$283K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$39.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$32 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OBWG
1
Onyx Bridge Wealth Group
Tarrytown,
New York
| $3.99M | +$947K | +28,123 | +31% |
|
|
2
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $3.41M | +$39.3K | +1,168 | +1% |
|
|
CIA
3
Concurrent Investment Advisors
Tampa,
Florida
| $581K | +$584K | +17,347 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $281K | +$283K | +8,399 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $6.83K | +$6.87K | +204 | New |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $4.19K | +$4.21K | +125 | New |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| – | -$32 | -1 | Closed |
|
QOWZ Hedge Fund Activity: Q4 2024 in Review
6 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Invesco NASDAQ Free Cash Flow Achievers ETF (QOWZ) for Q4 2024, worth a combined $8.27M — up 34% from $6.17M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new QOWZ positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Onyx Bridge Wealth Group, adding an estimated $947K. The largest seller was Fidelity Investments, exiting entirely with an estimated $32 sold.
- 6 institutional investors held Invesco NASDAQ Free Cash Flow Achievers ETF (QOWZ) as of Q4 2024, up from 3 in Q3 2024.
- Funds reported $8.27M of Invesco NASDAQ Free Cash Flow Achievers ETF stock for Q4 2024, up 34% quarter-over-quarter.
- 4 funds opened new Invesco NASDAQ Free Cash Flow Achievers ETF positions in Q4 2024 and 1 closed out, a net change of +3 holders.
- The largest Invesco NASDAQ Free Cash Flow Achievers ETF buyer in Q4 2024 was Onyx Bridge Wealth Group, an estimated $947K added.
- The largest Invesco NASDAQ Free Cash Flow Achievers ETF seller in Q4 2024 was Fidelity Investments, an estimated $32 sold.
Based on aggregated 13F filings for Q4 2024.