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Invesco NASDAQ Next Gen 100 ETF

176 hedge funds and large institutions have $308M invested in Invesco NASDAQ Next Gen 100 ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 43

0.99% more ownership

Funds ownership: 25.58%26.56% (+0.99%)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0% less capital invested

Capital invested by funds: $309M → $308M (-$1.13M)

3% less funds holding

Funds holding: 181176 (-5)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

89% less call options, than puts

Call options by funds: $5.64M | Put options by funds: $52.9M

Holders
176
Holders Change
-5
Holders Change %
-2.76%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
17
Increased
71
Reduced
43
Closed
17
Calls
$5.64M
Puts
$52.9M
Net Calls
-$47.3M
Net Calls Change
-$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$2.5M +$393K +11,553 +18%
N
27
Natixis
France
$1.92M -$98.7K -2,898 -5%
NA
28
NewEdge Advisors
Louisiana
$1.7M +$279K +8,196 +19%
Renaissance Technologies
29
Renaissance Technologies
New York
$1.68M -$470K -13,800 -21%
Truist Financial
30
Truist Financial
North Carolina
$1.61M +$168K +4,923 +11%
CA
31
Cetera Advisors
Colorado
$1.58M +$574K +16,839 +54%
AF
32
Apexium Financial
Texas
$1.54M +$113K +3,312 +8%
MIAN
33
Mariner Independent Advisor Network
Kansas
$1.5M +$251K +7,383 +19%
Jane Street
34
Jane Street
New York
$1.38M -$4.62M -135,718 -77%
PFA
35
Plotkin Financial Advisors
Maryland
$1.37M -$74.9K -2,200 -5%
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.35M +$250K +7,337 +22%
KPWS
37
Kestra Private Wealth Services
Texas
$1.22M +$2.01K +59 +0.2%
CC
38
Claybrook Capital
Massachusetts
$1.16M +$1.19M +35,059 New
GKWIM
39
Gerber Kawasaki Wealth & Investment Management
California
$1.12M -$349K -10,236 -23%
NL
40
NVWM LLC
Pennsylvania
$1.12M +$21K +616 +2%
JWBC
41
J.W. Burns & Co
New York
$1.11M +$223K +6,552 +24%
OCM
42
Orser Capital Management
Texas
$1.07M +$147K +4,320 +15%
SSW
43
Smith Shellnut Wilson
Mississippi
$1.03M +$116K +3,404 +12%
PIM
44
Penobscot Investment Management
Massachusetts
$1.01M +$8.86K +260 +0.9%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1M +$294K +8,640 +40%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$977K -$43.4K -1,274 -4%
CBFP
47
Cedar Brook Financial Partners
Ohio
$947K -$52.3K -1,537 -5%
BRWA
48
B. Riley Wealth Advisors
Florida
$942K +$284K +8,335 +41%
TRCT
49
Tower Research Capital (TRC)
New York
$866K -$121K -3,552 -12%
MA
50
Mutual Advisors
Nebraska
$796K +$22.5K +661 +3%

QQQJ Hedge Fund Activity: Q3 2021 in Review

176 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) for Q3 2021, worth a combined $308M — down 0.37% from $309M a quarter earlier.

Fund positioning in QQQJ was balanced in Q3 2021: 17 funds opened new positions, 17 closed out, 71 added to existing stakes and 43 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $27.3M. The largest seller was Morgan Stanley, cutting an estimated $8.27M.

  • 176 institutional investors held Invesco NASDAQ Next Gen 100 ETF (QQQJ) as of Q3 2021, down from 181 in Q2 2021.
  • Funds reported $308M of Invesco NASDAQ Next Gen 100 ETF stock for Q3 2021, down 0.37% quarter-over-quarter.
  • 17 funds opened new Invesco NASDAQ Next Gen 100 ETF positions in Q3 2021 and 17 closed out, a net change of 0 holders.
  • The largest Invesco NASDAQ Next Gen 100 ETF buyer in Q3 2021 was Goldman Sachs, an estimated $27.3M added.
  • The largest Invesco NASDAQ Next Gen 100 ETF seller in Q3 2021 was Morgan Stanley, an estimated $8.27M sold.

Based on aggregated 13F filings for Q3 2021.