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Invesco NASDAQ Next Gen 100 ETF

153 hedge funds and large institutions have $171M invested in Invesco NASDAQ Next Gen 100 ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
153
Holders Change
-10
Holders Change %
-6.13%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
45
Reduced
58
Closed
24
Calls
$1.19M
Puts
$538K
Net Calls
+$656K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
EIP
76
Ellis Investment Partners
Pennsylvania
$274K +$2.57K +89 +0.9%
MCM
77
MAI Capital Management
Ohio
$269K +$1.04K +36 +0.4%
CPC
78
Congress Park Capital
New York
$265K +$265K +9,166 New
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$260K
TRCT
80
Tower Research Capital (TRC)
New York
$248K -$411K -14,217 -62%
CF
81
Centaurus Financial
California
$242K +$40.1K +1,389 +20%
HP
82
Holistic Planning
Texas
$236K -$30.3K -1,049 -11%
OPS
83
Orion Portfolio Solutions
Nebraska
$229K -$4.92K -170 -2%
BCI
84
Brinker Capital Investments
Pennsylvania
$229K -$4.92K -170 -2%
MWM
85
Modera Wealth Management
New Jersey
$226K +$226K +7,821 New
SSW
86
Smith Shellnut Wilson
Mississippi
$226K
BCV
87
Banque Cantonale Vaudoise
Switzerland
$224K +$87K +3,000 +64%
FPW
88
Flagship Private Wealth
Massachusetts
$211K -$184K -6,354 -46%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$153K -$17.5K -605 -10%
RBC
90
Roble Belko & Company
Pennsylvania
$136K +$27.8K +963 +26%
TCM
91
TD Capital Management
Tennessee
$126K -$50.1K -1,732 -28%
MFF
92
Mango Five Family
Nevada
$108K
JWA
93
JFS Wealth Advisors
Pennsylvania
$108K -$28.5K -986 -21%
CT
94
Cambridge Trust
Massachusetts
$106K +$106K +3,669 New
Fidelity Investments
95
Fidelity Investments
Massachusetts
$101K +$99.9K +3,456 +8,862%
ATC
96
Advantage Trust Company
Kansas
$83.8K
HI
97
Harbour Investments
Wisconsin
$75K +$35.4K +1,225 +89%
MM
98
Main Management
California
$72K +$72K +2,500 New
GRP
99
Global Retirement Partners
California
$69.4K -$18.1K -626 -21%
NP
100
NorthRock Partners
Minnesota
$66K