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Invesco NASDAQ Next Gen 100 ETF
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Overview Fund Activity

180 hedge funds and large institutions have $309M invested in Invesco NASDAQ Next Gen 100 ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+16
Holders Change %
+9.76%
% of All Funds
3.14%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
65
Reduced
39
Closed
24
Calls
$13.6M
Puts
$5.19M
Net Calls
+$8.43M
Net Calls Change
-$7.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.1M
3
Invesco
3
Invesco
Georgia
$12.7M
4
WFS
4
Weitzel Financial Services
Iowa
$6.47M
5
Wells Fargo
5
Wells Fargo
California
$5.84M

Top Sellers

1
AWA
1
Artemis Wealth Advisors
New York
$6.84M
2
HF
2
HRT Financial
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.03M
4
UBS Group
4
UBS Group
Switzerland
$8.48M
5
PFA
5
Plotkin Financial Advisors
Maryland
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
26
CX Institutional
Indiana
$3.18M +$3.18M +92,290 New
AA
27
Ancora Advisors
Ohio
$2.98M +$633K +18,400 +27%
CWA
28
Core Wealth Advisors
Florida
$2.76M -$1.59M -46,202 -37%
FHA
29
Flagship Harbor Advisors
Massachusetts
$2.6M -$5.78K -168 -0.2%
Renaissance Technologies
30
Renaissance Technologies
New York
$2.22M +$2.22M +64,600 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$2.19M -$437K -12,697 -17%
AAS
32
Avantax Advisory Services
Texas
$2.19M +$318K +9,270 +17%
N
33
Natixis
France
$2.1M -$2.1M -61,002 -50%
EFS
34
Essex Financial Services
Connecticut
$1.87M – – –
GKWIM
35
Gerber Kawasaki Wealth & Investment Management
California
$1.52M +$271K +7,877 +22%
Truist Financial
36
Truist Financial
North Carolina
$1.51M -$146K -4,237 -9%
PFA
37
Plotkin Financial Advisors
Maryland
$1.5M -$2.79M -81,128 -65%
AF
38
Apexium Financial
Texas
$1.5M +$1.5M +43,414 New
NA
39
NewEdge Advisors
Louisiana
$1.48M -$4.96K -144 -0.3%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.45M -$678K -19,707 -32%
CWA
41
Capital Wealth Alliance
Arizona
$1.43M +$34.7K +1,059 +2%
MIAN
42
Mariner Independent Advisor Network
Kansas
$1.31M +$436K +12,677 +50%
KPWS
43
Kestra Private Wealth Services
Texas
$1.27M – – –
IWC
44
Integrated Wealth Concepts
Massachusetts
$1.16M +$1.16M +33,608 New
NL
45
NVWM LLC
Pennsylvania
$1.14M +$178K +5,188 +19%
CA
46
Cetera Advisors
Colorado
$1.07M -$8.77K -255 -0.8%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$1.06M -$559K -16,240 -34%
WWM
48
Western Wealth Management
Colorado
$1.06M -$809K -23,560 -43%
PIM
49
Penobscot Investment Management
Massachusetts
$1.04M +$307K +8,930 +42%
CBFP
50
Cedar Brook Financial Partners
Ohio
$1.04M +$505K +14,666 +95%
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