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Invesco NASDAQ Next Gen 100 ETF
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Overview Fund Activity

163 hedge funds and large institutions have $167M invested in Invesco NASDAQ Next Gen 100 ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 17 closing their positions.

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
39
Reduced
58
Closed
17
Calls
$507K
Puts
$1.24M
Net Calls
-$730K
Net Calls Change
-$1.48M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.1M
2
TC
2
Trilogy Capital
California
$2.97M
3
NI
3
Noked Israel
Israel
$2.7M
4
Lido Advisors
4
Lido Advisors
California
$1.04M
5
SW
5
SteelPeak Wealth
California
$1.19M

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$325K
2
AF
2
Apexium Financial
Texas
$1.87M
3
LPL Financial
3
LPL Financial
California
$11M
4
Wells Fargo
4
Wells Fargo
California
$2.74M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
76
Lane & Associates
New Jersey
$288K -$67K -2,484 -19%
RAG
77
RIA Advisory Group
Iowa
$266K +$266K +1,576 New
Stifel Financial
78
Stifel Financial
Missouri
$254K -$154K -5,704 -38%
EIP
79
Ellis Investment Partners
Pennsylvania
$253K +$81 +3 +0%
MCM
80
MAI Capital Management
Ohio
$250K +$378 +14 +0.2%
HP
81
Holistic Planning
Texas
$249K +$249K +9,212 New
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$244K – – –
WP
83
WealthSource Partners
California
$230K – – –
MA
84
Modus Advisors
Minnesota
$229K +$229K +8,488 New
FHC
85
First Heartland Consultants
Missouri
$228K -$25.2K -933 -10%
PIM
86
Penobscot Investment Management
Massachusetts
$218K +$218K +8,070 New
OPS
87
Orion Portfolio Solutions
Nebraska
$215K -$40.4K -1,525 -16%
BCI
88
Brinker Capital Investments
Pennsylvania
$215K -$40.4K -1,525 -16%
IWC
89
Integrated Wealth Concepts
Massachusetts
$215K -$631K -23,368 -75%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$213K -$28.8K -1,068 -12%
SSW
91
Smith Shellnut Wilson
Mississippi
$211K +$211K +7,813 New
IAIM
92
International Assets Investment Management
Florida
$206K +$206K +7,625 New
Fisher Asset Management
93
Fisher Asset Management
Washington
$202K +$202K +7,499 New
GAG
94
Goodman Advisory Group
Massachusetts
$189K -$1.02M -37,877 -84%
CF
95
Centaurus Financial
California
$189K +$10.6K +391 +6%
TCM
96
TD Capital Management
Tennessee
$164K +$243 +9 +0.1%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$159K -$37.1K -1,375 -19%
JWA
98
JFS Wealth Advisors
Pennsylvania
$128K – – –
BCV
99
Banque Cantonale Vaudoise
Switzerland
$127K – – –
MFF
100
Mango Five Family
Nevada
$101K +$101K +3,750 New
2 3
4
5 6