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Invesco NASDAQ Next Gen 100 ETF

170 hedge funds and large institutions have $265M invested in Invesco NASDAQ Next Gen 100 ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more capital invested

Capital invested by funds: $208M → $265M (+$57.6M)

21% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 43

14% more funds holding

Funds holding: 149170 (+21)

3.7% more ownership

Funds ownership: 31.4%35.1% (+3.7%)

Holders
170
Holders Change
+21
Holders Change %
+14.09%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
52
Reduced
43
Closed
7
Calls
$1.31M
Puts
Net Calls
+$1.31M
Net Calls Change
+$138K
Name Holding Trade Value Shares
Change
Change in
Stake
LI
51
LRI Investments
Florida
$563K
PWS
52
Proactive Wealth Strategies
Georgia
$517K +$912 +25 +0.2%
Creative Planning
53
Creative Planning
Kansas
$513K +$8.1K +222 +2%
MAM
54
Mystic Asset Management
Rhode Island
$507K -$20.1K -550 -4%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$500K +$34.5K +946 +7%
SPIA
56
Steward Partners Investment Advisory
New York
$494K
RWB
57
RMR Wealth Builders
New Jersey
$491K -$82.8K -2,270 -15%
P
58
&Partners
Tennessee
$491K -$3.46K -95 -0.7%
CAM
59
Cresset Asset Management
Illinois
$473K -$11.4K -312 -2%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$467K +$20K +548 +5%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$446K +$441K +12,097 New
MML Investors Services
62
MML Investors Services
Massachusetts
$426K -$63.1K -1,731 -13%
OC
63
Oppenheimer & Co
New York
$368K +$24.5K +672 +7%
PAG
64
Private Advisor Group
New Jersey
$366K +$7.77K +213 +2%
PCM
65
Pointe Capital Management
Michigan
$363K -$20.3K -556 -5%
TWC
66
TD Waterhouse Canada
Ontario, Canada
$353K -$168K -4,603 -32%
CIAS
67
Capital Investment Advisory Services
North Carolina
$347K +$3.68K +101 +1%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$341K +$7.66K +210 +2%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$338K +$66.5K +1,824 +25%
FFG
70
Fortune Financial Group
Florida
$331K +$298K +8,175 New
Truist Financial
71
Truist Financial
North Carolina
$324K +$38.9K +1,067 +14%
KWM
72
Kingsview Wealth Management
Oregon
$320K +$26.9K +737 +9%
EIP
73
Ellis Investment Partners
Pennsylvania
$317K -$5.87K -161 -2%
SWM
74
SHP Wealth Management
Massachusetts
$315K +$312K +8,560 New
WT
75
Washington Trust
Rhode Island
$291K