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Invesco NASDAQ Next Gen 100 ETF
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Overview Fund Activity

156 hedge funds and large institutions have $209M invested in Invesco NASDAQ Next Gen 100 ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
44
Reduced
50
Closed
17
Calls
$1.88M
Puts
$277K
Net Calls
+$1.6M
Net Calls Change
+$701K

Top Buyers

1
TC
1
Trilogy Capital
California
$15.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.6M
3
N
3
Natixis
France
$3.6M
4
Ameriprise
4
Ameriprise
Minnesota
$4.13M
5
LPL Financial
5
LPL Financial
California
$15.3M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$223K
2
MHS
2
M Holdings Securities
Oregon
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.87M
4
NI
4
Noked Israel
Israel
$0
5
Invesco
5
Invesco
Georgia
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIP
51
WealthCare Investment Partners
Rhode Island
$632K -$23.9K -999 -4%
Truist Financial
52
Truist Financial
North Carolina
$623K -$159K -6,654 -20%
RWB
53
RMR Wealth Builders
New Jersey
$613K +$11.7K +490 +2%
AA
54
Ancora Advisors
Ohio
$610K -$112K -4,689 -16%
LA
55
Lane & Associates
New Jersey
$597K +$597K +24,949 New
JWBC
56
J.W. Burns & Co
New York
$517K -$64.4K -2,693 -11%
PCG
57
Prosperity Consulting Group
Maryland
$498K +$38.4K +1,606 +8%
CGL
58
Clarius Group LLC
Washington
$493K – – –
MAM
59
Mystic Asset Management
Rhode Island
$476K -$16.7K -700 -3%
PCM
60
Pointe Capital Management
Michigan
$435K -$50.7K -2,120 -10%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$411K – – –
RPCONE
62
Retirement Planning Company of New England
Rhode Island
$391K -$54.5K -2,279 -12%
IA
63
IFP Advisors
Florida
$382K -$125K -4,645 -25%
RJT
64
Raymond James Trust
Florida
$336K – – –
BAM
65
Belpointe Asset Management
Nevada
$335K -$214K -8,930 -39%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$331K -$134K -5,602 -29%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$318K +$318K +13,228 New
PIM
68
Penobscot Investment Management
Massachusetts
$304K -$58.3K -2,440 -16%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$296K +$41.1K +1,718 +16%
AWS
70
Atria Wealth Solutions
New York
$296K -$14.5K -607 -5%
CIAS
71
Capital Investment Advisory Services
North Carolina
$294K +$29.9K +1,252 +11%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$288K – – –
CWM
73
Castle Wealth Management
Florida
$284K +$108K +4,505 +61%
FPW
74
Flagship Private Wealth
Massachusetts
$281K +$281K +11,769 New
SPIA
75
Steward Partners Investment Advisory
New York
$279K -$263 -11 -0.1%
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