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Invesco NASDAQ Next Gen 100 ETF
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Overview Fund Activity

157 hedge funds and large institutions have $190M invested in Invesco NASDAQ Next Gen 100 ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
157
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
59
Reduced
52
Closed
15
Calls
$1.48M
Puts
$885K
Net Calls
+$595K
Net Calls Change
-$1.01M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$29.5M
2
LPL Financial
2
LPL Financial
California
$18.2M
3
MCWS
3
McKinley Carter Wealth Services
West Virginia
$21.2M
4
Jane Street
4
Jane Street
New York
$2.32M
5
CASC
5
Coppell Advisory Solutions Corp
Texas
$3M

Top Sellers

1
TC
1
Trilogy Capital
California
$0
2
Invesco
2
Invesco
Georgia
$3.39M
3
GA
3
Goldstein Advisors
Wisconsin
$344K
4
CI
4
CX Institutional
Indiana
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.26M
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
76
Capital Investment Advisory Services
North Carolina
$273K 10,699 -1,598 -13%
SSW
77
Smith Shellnut Wilson
Mississippi
$254K 9,966 – –
MCM
78
MAI Capital Management
Ohio
$248K 9,720 -86 -0.9%
BCI
79
Brinker Capital Investments
Pennsylvania
$238K 9,317 +9,317 New
OPS
80
Orion Portfolio Solutions
Nebraska
$238K 9,317 +9,317 New
FHC
81
First Heartland Consultants
Missouri
$233K 9,147 -153 -2%
EIP
82
Ellis Investment Partners
Pennsylvania
$232K 9,088 +64 +0.7%
PGWM
83
Pitti Group Wealth Management
New York
$231K 9,066 +194 +2%
GBWM
84
Granite Bay Wealth Management
New Hampshire
$222K 8,700 +8,700 New
CAN
85
Cetera Advisor Networks
California
$219K 8,570 -127 -1%
WP
86
WealthSource Partners
California
$217K 8,524 +8,524 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$214K 8,398 -943 -10%
MA
88
Modus Advisors
Minnesota
$212K 8,295 +8,295 New
AAS
89
Ameritas Advisory Services
Nebraska
$199K 7,959 -791 -9%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$165K 6,466 – –
CF
91
Centaurus Financial
California
$165K 6,481 +1,561 +32%
TCM
92
TD Capital Management
Tennessee
$155K 6,075 -1,349 -18%
BCV
93
Banque Cantonale Vaudoise
Switzerland
$120K 4,720 +700 +17%
ASN
94
Advisory Services Network
Georgia
$117K 4,590 -30 -0.6%
GRP
95
Global Retirement Partners
California
$101K 4,119 +1,429 +53%
MM
96
Main Management
California
$89K 3,500 -56,228 -94%
RBC
97
Roble Belko & Company
Pennsylvania
$88K 3,457 +2,075 +150%
JEST
98
JTC Employer Solutions Trustee
Jersey
$70K 2,746 -54 -2%
CFO
99
CVA Family Office
Colorado
$67.9K 2,661 – –
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$50K 1,965 -2,065 -51%
2 3
4
5 6