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Invesco NASDAQ Next Gen 100 ETF
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Overview Fund Activity

147 hedge funds and large institutions have $152M invested in Invesco NASDAQ Next Gen 100 ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
147
Holders Change
-6
Holders Change %
-3.92%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
44
Reduced
53
Closed
13
Calls
$1.82M
Puts
$20K
Net Calls
+$1.8M
Net Calls Change
+$1.15M

Top Buyers

1
SW
1
SteelPeak Wealth
California
$1.77M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$7.72M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$697K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$38.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.16M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$984K
2
TC
2
Trilogy Capital
California
$0
3
BCM
3
Brookstone Capital Management
Illinois
$694K
4
Ameriprise
4
Ameriprise
Minnesota
$3M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
76
Purus Wealth Management
California
$266K 9,528 +9,528 New
MCM
77
MAI Capital Management
Ohio
$263K 9,439 +143 +2%
CPC
78
Congress Park Capital
New York
$257K 9,234 +68 +0.7%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$255K 9,050 +18 +0.2%
KWM
80
Kingsview Wealth Management
Oregon
$239K 8,566 +8,566 New
CIBC World Market
81
CIBC World Market
Ontario, Canada
$236K 8,472 +8,472 New
HP
82
Holistic Planning
Texas
$236K 8,163 – –
CF
83
Centaurus Financial
California
$231K 8,286 -99 -1%
OPS
84
Orion Portfolio Solutions
Nebraska
$223K 8,008 +76 +1%
BCI
85
Brinker Capital Investments
Pennsylvania
$223K 8,008 +76 +1%
GCP
86
Gill Capital Partners
Colorado
$222K 7,983 +7,983 New
MWM
87
Modera Wealth Management
New Jersey
$219K 7,845 +24 +0.3%
BCV
88
Banque Cantonale Vaudoise
Switzerland
$215K 7,720 – –
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$177K 6,333 +6,333 New
IAIM
90
International Assets Investment Management
Florida
$151K 5,425 +5,425 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$147K 5,285 – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$118K 4,252 +757 +22%
JWA
93
JFS Wealth Advisors
Pennsylvania
$104K 3,740 – –
TCM
94
TD Capital Management
Tennessee
$86.5K 3,104 -1,253 -29%
DP
95
Denver PWM
Colorado
$83.9K 3,009 +3,009 New
ATC
96
Advantage Trust Company
Kansas
$80.8K 2,900 – –
HI
97
Harbour Investments
Wisconsin
$70.6K 2,532 -63 -2%
CB
98
Chris Bulman
California
$67.6K 2,427 +2,427 New
GRP
99
Global Retirement Partners
California
$67.1K 2,406 +4 +0.2%
RBC
100
Roble Belko & Company
Pennsylvania
$64K 2,295 -2,416 -51%
2 3
4
5 6