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Invesco NASDAQ Next Gen 100 ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
101
Roble Belko & Company
Pennsylvania
$101K +$1.29K +48 +1%
ASN
102
Advisory Services Network
Georgia
$91.6K +$91.6K +3,395 New
GRP
103
Global Retirement Partners
California
$78.7K +$78 +3 +0.1%
ATC
104
Advantage Trust Company
Kansas
$78.3K +$78.3K +2,900 New
JEST
105
JTC Employer Solutions Trustee
Jersey
$75K
NP
106
NorthRock Partners
Minnesota
$61.6K +$61.6K +2,283 New
WT
107
Washington Trust
Rhode Island
$43.2K
T
108
Tidemark
California
$41K +$41K +1,518 New
GG
109
Greenwood Gearhart
Arkansas
$40.3K +$40.3K +1,492 New
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$39.1K +$1.86K +70 +5%
HI
111
Harbour Investments
Wisconsin
$37K +$324 +12 +0.9%
GWM
112
Geneos Wealth Management
Colorado
$35.1K
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$35.1K
SS
114
Sunbelt Securities
Texas
$32.9K +$23.7K +879 +259%
IRAG
115
Investment Research & Advisory Group
Georgia
$32.1K +$54 +2 +0.2%
IA
116
IFP Advisors
Florida
$30.3K
WAS
117
Winch Advisory Services
Wisconsin
$26.1K +$54 +2 +0.2%
RG
118
Retirement Group
California
$24.6K
TC
119
Truvestments Capital
Florida
$24.3K -$13.5K -500 -36%
HWA
120
HHM Wealth Advisors
Tennessee
$21.3K -$648 -24 -3%
TVAMP
121
Tennessee Valley Asset Management Partners
Tennessee
$16.3K +$16.3K +604 New
FWM
122
FSA Wealth Management
Massachusetts
$16K +$16K +603 New
SC
123
Stephens Consulting
Michigan
$14.3K
JHCP
124
Jackson Hole Capital Partners
Oklahoma
$14.2K
CIA
125
Cape Investment Advisory
Georgia
$13.5K