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Invesco ESG NASDAQ 100 ETF

25 hedge funds and large institutions have $22.9M invested in Invesco ESG NASDAQ 100 ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SA
1
Stewardship Advisors
Pennsylvania
$5.83M +$5.83M +167,239 New
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$2.99M +$118K +3,381 +4%
JSW
3
Journey Strategic Wealth
New Jersey
$2.03M +$678K +19,448 +50%
FWM
4
Fingerlakes Wealth Management
New York
$1.91M +$526K +15,095 +38%
Citadel Advisors
5
Citadel Advisors
Florida
$1.54M +$1.25M +35,867 +425%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.5M -$342K -9,818 -19%
SC
7
Stephens Consulting
Michigan
$1.22M +$335K +9,608 +38%
HI
8
Harbour Investments
Wisconsin
$789K -$42.4K -1,217 -5%
TRCT
9
Tower Research Capital (TRC)
New York
$772K -$495K -14,191 -39%
PA
10
Prism Advisors
California
$665K +$941 +27 +0.1%
CCWM
11
Cassaday & Co Wealth Management
Virginia
$619K +$51.5K +1,477 +9%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$557K +$557K +15,997 New
HighTower Advisors
13
HighTower Advisors
Illinois
$446K +$446K +12,803 New
AAS
14
Ameritas Advisory Services
Nebraska
$442K +$442K +12,696 New
Bank of America
15
Bank of America
North Carolina
$401K
FA
16
Fermata Advisors
California
$380K -$45K -1,290 -11%
Two Sigma Investments
17
Two Sigma Investments
New York
$369K +$3.49K +100 +1%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$219K +$219K +6,292 New
WTFG
19
Wood Tarver Financial Group
Idaho
$119K +$119K +3,431 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$38K +$6.91K +200 +22%
ACA
21
Aptus Capital Advisors
Alabama
$30.6K
AWM
22
AE Wealth Management
Kansas
$29.5K +$29.5K +847 New
UBS Group
23
UBS Group
Switzerland
$17.3K -$25.8K -740 -60%
GWANC
24
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.62K
Morgan Stanley
25
Morgan Stanley
New York
$7.72K -$6.74K -193 -47%