We are live on ! Find out more
QQQJ icon

Invesco NASDAQ Next Gen 100 ETF

95 hedge funds and large institutions have $83.5M invested in Invesco NASDAQ Next Gen 100 ETF in 2020 Q4 according to their latest regulatory filings, with 95 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $5.55M | Put options by funds: $2.87M

14.23% more ownership

Funds ownership: 0%14.23% (+14%)

Holders
95
Holders Change
+95
Holders Change %
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
95
Increased
Reduced
Closed
Calls
$5.55M
Puts
$2.87M
Net Calls
+$2.68M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$184K +$169K +5,960 New
SPIA
52
Steward Partners Investment Advisory
New York
$183K +$168K +5,925 New
SFS
53
Sowell Financial Services
Arkansas
$182K +$167K +5,902 New
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$165K +$136K +4,800 New
APA
55
American Portfolios Advisors
New York
$142K +$130K +4,602 New
Citigroup
56
Citigroup
New York
$125K +$114K +4,040 New
Morgan Stanley
57
Morgan Stanley
New York
$113K +$103K +3,657 New
CIAS
58
Capital Investment Advisory Services
North Carolina
$77K +$70.7K +2,500 New
RBC
59
Roble Belko & Company
Pennsylvania
$65K +$59.4K +2,102 New
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$64K +$58.6K +2,073 New
Bank of America
61
Bank of America
North Carolina
$62K +$56.6K +2,000 New
TC
62
Truvestments Capital
Florida
$61K +$56.1K +1,985 New
HCM
63
Highlander Capital Management
New Jersey
$54K +$49.7K +1,758 New
PCFFS
64
Pacific Center for Financial Services
California
$47K +$42.7K +1,510 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$42K +$36.8K +1,300 New
TCWA
66
Ten Capital Wealth Advisors
Washington
$37K +$34.2K +1,209 New
GWM
67
Geneos Wealth Management
Colorado
$34K +$30.7K +1,084 New
EDRH
68
Edmond de Rothschild Holding
Switzerland
$32K +$29.7K +1,050 New
PWM
69
Perigon Wealth Management
California
$32K +$29.7K +1,050 New
TWM
70
Tradition Wealth Management
Minnesota
$15K +$13.9K +490 New
SIAG
71
Safeguard Investment Advisory Group
California
$15K +$14.6K +517 New
RPCA
72
Running Point Capital Advisors
California
$12K +$11.1K +391 New
GWMIA
73
Global Wealth Management Investment Advisory
Florida
$12K +$11.3K +400 New
WAS
74
Winch Advisory Services
Wisconsin
$12K +$11.3K +400 New
CT
75
Caldwell Trust
Florida
$11.3K +$10.3K +365 New

QQQJ Hedge Fund Activity: Q4 2020 in Review

95 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) for Q4 2020, worth a combined $83.5M.

Buyers outnumbered sellers: 95 funds opened new QQQJ positions and 0 closed out — a net gain of 95 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $15.1M.

  • 95 institutional investors held Invesco NASDAQ Next Gen 100 ETF (QQQJ) as of Q4 2020, up from 0 in Q3 2020.
  • Funds reported $83.5M of Invesco NASDAQ Next Gen 100 ETF stock for Q4 2020.
  • 95 funds opened new Invesco NASDAQ Next Gen 100 ETF positions in Q4 2020 and 0 closed out, a net change of +95 holders.
  • The largest Invesco NASDAQ Next Gen 100 ETF buyer in Q4 2020 was Raymond James Financial Services Advisors, an estimated $15.1M added.

Based on aggregated 13F filings for Q4 2020.