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Invesco NASDAQ Next Gen 100 ETF

159 hedge funds and large institutions have $200M invested in Invesco NASDAQ Next Gen 100 ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $573K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.88% less ownership

Funds ownership: 27.57%26.69% (-0.88%)

14% less funds holding

Funds holding: 185159 (-26)

26% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 61

27% less capital invested

Capital invested by funds: $276M → $200M (-$75.9M)

55% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 47

Holders
159
Holders Change
-26
Holders Change %
-14.05%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
45
Reduced
61
Closed
47
Calls
$1.36M
Puts
$573K
Net Calls
+$784K
Net Calls Change
+$658K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$1.63M -$18.5K -726 -1%
WCP
27
Wick Capital Partners
Pennsylvania
$1.55M +$1.39M +54,557 +446%
RF
28
Rollins Financial
Georgia
$1.49M -$1.38M -53,859 -46%
MIAN
29
Mariner Independent Advisor Network
Kansas
$1.48M -$329K -12,878 -18%
TWM
30
Tradition Wealth Management
Minnesota
$1.28M +$141K +5,531 +11%
MA
31
Modus Advisors
Minnesota
$1.28M -$337K -13,208 -19%
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.22M -$14K -548 -1%
Goldman Sachs
33
Goldman Sachs
New York
$1.17M +$1.28M +50,063 New
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$1.15M +$1.26M +49,395 New
EH
35
Equitable Holdings
New York
$1.14M +$465K +18,199 +59%
KAS
36
Kestra Advisory Services
Texas
$1.04M +$777K +30,433 +214%
Stifel Financial
37
Stifel Financial
Missouri
$989K +$295K +11,568 +37%
AA
38
Ancora Advisors
Ohio
$960K -$445K -17,435 -30%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$898K -$1.01M -39,664 -51%
CC
40
Claybrook Capital
Massachusetts
$887K +$1.48K +58 +0.2%
BCM
41
Brookstone Capital Management
Illinois
$864K +$259K +10,155 +40%
AF
42
Apexium Financial
Texas
$848K -$418K -16,370 -31%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$804K -$1.25M -48,887 -59%
Truist Financial
44
Truist Financial
North Carolina
$784K -$93.7K -3,668 -10%
Wealthfront Advisers
45
Wealthfront Advisers
California
$730K -$363K -14,218 -31%
NC
46
Noked Capital
Israel
$703K +$771K +30,200 New
NI
47
Noked Israel
Israel
$703K +$771K +30,200 New
JWBC
48
J.W. Burns & Co
New York
$687K -$69.6K -2,725 -8%
FA
49
Flagstar Advisors
New York
$677K +$13.4K +523 +2%
HA
50
HYA Advisors
Missouri
$676K +$77.2K +3,023 +12%

QQQJ Hedge Fund Activity: Q2 2022 in Review

159 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) for Q2 2022, worth a combined $200M — down 27% from $276M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of QQQJ and 21 opened new positions — a net loss of 26 holders — while 61 trimmed existing stakes and 45 added.

The largest buyer was McKinley Carter Wealth Services, adding an estimated $13.7M. The largest seller was Trilogy Capital, exiting entirely with an estimated $22.5M sold.

  • 159 institutional investors held Invesco NASDAQ Next Gen 100 ETF (QQQJ) as of Q2 2022, down from 185 in Q1 2022.
  • Funds reported $200M of Invesco NASDAQ Next Gen 100 ETF stock for Q2 2022, down 27% quarter-over-quarter.
  • 21 funds opened new Invesco NASDAQ Next Gen 100 ETF positions in Q2 2022 and 47 closed out, a net change of -26 holders.
  • The largest Invesco NASDAQ Next Gen 100 ETF buyer in Q2 2022 was McKinley Carter Wealth Services, an estimated $13.7M added.
  • The largest Invesco NASDAQ Next Gen 100 ETF seller in Q2 2022 was Trilogy Capital, an estimated $22.5M sold.

Based on aggregated 13F filings for Q2 2022.