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Invesco ESG NASDAQ 100 ETF
QQMG

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

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

79% more capital invested

Capital invested by funds: $12.8M → $22.9M (+$10.1M)

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

25% more funds holding

Funds holding: 20 → 25 (+5)

8.9% more ownership

Funds ownership: 24.01% → 32.91% (+8.9%)

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
–

Top Buyers

1
SA
Stewardship Advisors
Pennsylvania
+$5.78M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.24M
3
JSW
Journey Strategic Wealth
New Jersey
+$673K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$553K
5
FWM
Fingerlakes Wealth Management
New York
+$522K

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$491K
2
Osaic Holdings
Osaic Holdings
Arizona
-$340K
3
HGA
Hobbs Group Advisors
South Carolina
-$101K
4
FA
Fermata Advisors
California
-$44.6K
5
HI
Harbour Investments
Wisconsin
-$42.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1
Stewardship Advisors
Pennsylvania
$5.83M +$5.78M +167,239 New
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$2.99M +$117K +3,381 +4%
JSW
3
Journey Strategic Wealth
New Jersey
$2.03M +$673K +19,448 +50%
FWM
4
Fingerlakes Wealth Management
New York
$1.91M +$522K +15,095 +38%
Citadel Advisors
5
Citadel Advisors
Florida
$1.54M +$1.24M +35,867 +425%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.5M -$340K -9,818 -19%
SC
7
Stephens Consulting
Michigan
$1.22M +$332K +9,608 +38%
HI
8
Harbour Investments
Wisconsin
$789K -$42.1K -1,217 -5%
TRCT
9
Tower Research Capital (TRC)
New York
$772K -$491K -14,191 -39%
PA
10
Prism Advisors
California
$665K +$934 +27 +0.1%
CCWM
11
Cassaday & Co Wealth Management
Virginia
$619K +$51.1K +1,477 +9%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$557K +$553K +15,997 New
HighTower Advisors
13
HighTower Advisors
Illinois
$446K +$443K +12,803 New
AAS
14
Ameritas Advisory Services
Nebraska
$442K +$439K +12,696 New
Bank of America
15
Bank of America
North Carolina
$401K – – –
FA
16
Fermata Advisors
California
$380K -$44.6K -1,290 -11%
Two Sigma Investments
17
Two Sigma Investments
New York
$369K +$3.46K +100 +1%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$219K +$218K +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 +$6.92K +200 +22%
ACA
21
Aptus Capital Advisors
Alabama
$30.6K – – –
AWM
22
AE Wealth Management
Kansas
$29.5K +$29.3K +847 New
UBS Group
23
UBS Group
Switzerland
$17.3K -$25.6K -740 -60%
GWANC
24
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.62K – – –
Morgan Stanley
25
Morgan Stanley
New York
$7.72K -$6.67K -193 -47%
1
2

QQMG Hedge Fund Activity: Q4 2024 in Review

25 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco ESG NASDAQ 100 ETF (QQMG) for Q4 2024, worth a combined $22.9M — up 79% from $12.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new QQMG positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Stewardship Advisors, opening a new position worth an estimated $5.78M. The largest seller was Tower Research Capital (TRC), cutting an estimated $491K.

  • 25 institutional investors held Invesco ESG NASDAQ 100 ETF (QQMG) as of Q4 2024, up from 20 in Q3 2024.
  • Funds reported $22.9M of Invesco ESG NASDAQ 100 ETF stock for Q4 2024, up 79% quarter-over-quarter.
  • 7 funds opened new Invesco ESG NASDAQ 100 ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
  • The largest Invesco ESG NASDAQ 100 ETF buyer in Q4 2024 was Stewardship Advisors, an estimated $5.78M added.
  • The largest Invesco ESG NASDAQ 100 ETF seller in Q4 2024 was Tower Research Capital (TRC), an estimated $491K sold.

Based on aggregated 13F filings for Q4 2024.