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Invesco NASDAQ Next Gen 100 ETF

147 hedge funds and large institutions have $184M invested in Invesco NASDAQ Next Gen 100 ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 22 closing their positions.

Holders
147
Holders Change
-11
Holders Change %
-6.96%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
51
Reduced
54
Closed
22
Calls
$1.42M
Puts
$523K
Net Calls
+$899K
Net Calls Change
+$115K
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.51M +$567K +25,594 +60%
MIAN
27
Mariner Independent Advisor Network
Kansas
$1.5M +$160K +7,245 +12%
RF
28
Rollins Financial
Georgia
$1.21M -$209K -9,448 -15%
TWM
29
Tradition Wealth Management
Minnesota
$1.13M -$91.8K -4,148 -8%
EH
30
Equitable Holdings
New York
$1.11M +$26.6K +1,201 +2%
MA
31
Modus Advisors
Minnesota
$1.11M -$114K -5,133 -9%
TRCT
32
Tower Research Capital (TRC)
New York
$955K -$595K -26,886 -38%
IWC
33
Integrated Wealth Concepts
Massachusetts
$867K -$290K -13,110 -25%
CC
34
Claybrook Capital
Massachusetts
$845K +$1.35K +61 +0.2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$838K -$15.7K -710 -2%
Wealthfront Advisers
36
Wealthfront Advisers
California
$822K +$128K +5,782 +18%
Goldman Sachs
37
Goldman Sachs
New York
$758K -$351K -15,850 -32%
Truist Financial
38
Truist Financial
North Carolina
$724K -$22.1K -999 -3%
NA
39
NewEdge Advisors
Louisiana
$711K +$133K +6,022 +23%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$695K +$695K +31,372 New
AA
41
Ancora Advisors
Ohio
$669K -$245K -11,057 -27%
TWC
42
TD Waterhouse Canada
Ontario, Canada
$657K +$12.4K +456 +2%
BCM
43
Brookstone Capital Management
Illinois
$648K -$129K -5,891 -17%
FA
44
Flagstar Advisors
New York
$633K -$11.4K -516 -2%
WIP
45
WealthCare Investment Partners
Rhode Island
$607K +$35.3K +1,593 +6%
RWB
46
RMR Wealth Builders
New Jersey
$557K +$10K +452 +2%
JWBC
47
J.W. Burns & Co
New York
$538K -$115K -5,205 -18%
IA
48
IFP Advisors
Florida
$508K +$31.6K +1,170 +7%
BAM
49
Belpointe Asset Management
Nevada
$508K +$228K +10,289 +81%
CWM
50
Cornerstone Wealth Management
Missouri
$472K +$7.53K +340 +2%