We are live on ! Find out more
QQQJ icon

Invesco NASDAQ Next Gen 100 ETF

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.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $885K

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

13% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 52

1% more funds holding

Funds holding: 156157 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.92% less ownership

Funds ownership: 27.33%24.41% (-2.9%)

9% less capital invested

Capital invested by funds: $209M → $190M (-$18.6M)

Holders
157
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.5%
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
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Sutton Wealth Advisors
Florida
$45.6K -$254 -10 -0.6%
PCFFS
102
Pacific Center for Financial Services
California
$42.5K +$42.3K +1,665 New
RA
103
Resolute Advisors
California
$39K +$38.8K +1,528 New
WT
104
Washington Trust
Rhode Island
$38.7K
SCA
105
Stonebridge Capital Advisors
Minnesota
$35.9K +$35.7K +1,408 New
TC
106
Truvestments Capital
Florida
$35.7K
HI
107
Harbour Investments
Wisconsin
$34.6K
GWM
108
Geneos Wealth Management
Colorado
$33.1K
IA
109
IFP Advisors
Florida
$30.1K -$331K -13,048 -92%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$29.5K +$13.8K +542 +88%
JWA
111
JFS Wealth Advisors
Pennsylvania
$27.9K -$8.89K -350 -24%
WAS
112
Winch Advisory Services
Wisconsin
$25K +$51 +2 +0.2%
RG
113
Retirement Group
California
$24K
FHA
114
First Horizon Advisors
Tennessee
$22.2K -$1.19K -47 -5%
Bank Julius Baer & Co
115
Bank Julius Baer & Co
Switzerland
$19K +$19K +750 New
NFSG
116
Newbridge Financial Services Group
Florida
$18.6K +$51 +2 +0.3%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9K
HCM
118
Hollencrest Capital Management
California
$16K
AIM
119
Anchor Investment Management
South Carolina
$15.8K
SS
120
Sunbelt Securities
Texas
$13.5K +$13.7K +540 New
JGIA
121
Jackson Grant Investment Advisers
Connecticut
$13.5K +$25 +1 +0.2%
SC
122
Stephens Consulting
Michigan
$13.5K
CSPIA
123
Cary Street Partners Investment Advisory
Virginia
$13.4K +$25 +1 +0.2%
JHCP
124
Jackson Hole Capital Partners
Oklahoma
$13.4K
S
125
SignatureFD
Georgia
$12.8K

QQQJ Hedge Fund Activity: Q1 2023 in Review

157 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) for Q1 2023, worth a combined $190M — down 8.9% from $209M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new QQQJ positions and 15 closed out — a net gain of 3 holders — while 59 added to existing stakes and 52 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.25M. The largest seller was Trilogy Capital, exiting entirely with an estimated $15.9M sold.

  • 157 institutional investors held Invesco NASDAQ Next Gen 100 ETF (QQQJ) as of Q1 2023, up from 156 in Q4 2022.
  • Funds reported $190M of Invesco NASDAQ Next Gen 100 ETF stock for Q1 2023, down 8.9% quarter-over-quarter.
  • 18 funds opened new Invesco NASDAQ Next Gen 100 ETF positions in Q1 2023 and 15 closed out, a net change of +3 holders.
  • The largest Invesco NASDAQ Next Gen 100 ETF buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $2.25M added.
  • The largest Invesco NASDAQ Next Gen 100 ETF seller in Q1 2023 was Trilogy Capital, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2023.