QQQJ icon

Invesco NASDAQ Next Gen 100 ETF
QQQJ

Overview Fund Activity

164 hedge funds and large institutions have $232M invested in Invesco NASDAQ Next Gen 100 ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 57 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+70
Holders Change %
+74.47%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
80
Increased
57
Reduced
14
Closed
9
Calls
$23M
Puts
$7.01M
Net Calls
+$15.9M
Net Calls Change
+$13.3M

Top Buyers

1
AWM
AE Wealth Management
Kansas
$14.9M
2
LPL Financial
LPL Financial
California
$10.8M
3
UBS Group
UBS Group
Switzerland
$10.7M
4
AWA
Artemis Wealth Advisors
New York
$10.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.2M

Top Sellers

1
DP
Denver PWM
Colorado
$0
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.43M
3
Simplex Trading
Simplex Trading
Illinois
$196K
4
WA
WESPAC Advisors
California
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
126
Prime Capital Investment Advisors
Kansas
$45K +$45K +1,420 New
RG
127
Retirement Group
California
$40K +$38.4K +1,210 +2,420%
TCWA
128
Ten Capital Wealth Advisors
Washington
$38K – – –
WAS
129
Winch Advisory Services
Wisconsin
$36K +$23.2K +721 +180%
CAL
130
Capital Analysts LLC
Pennsylvania
$35K +$35K +1,100 New
EDRH
131
Edmond de Rothschild Holding
Switzerland
$33K – – –
CA
132
Centerpoint Advisors
Massachusetts
$32K +$32K +1,000 New
CFA
133
Carroll Financial Associates
North Carolina
$31K +$31K +1,000 New
GWM
134
Geneos Wealth Management
Colorado
$30K -$4.89K -152 -14%
Citigroup
135
Citigroup
New York
$28K -$101K -3,160 -78%
HPC
136
HM Payson & Co
Maine
$25K +$25K +775 New
RA
137
Resolute Advisors
California
$24K +$24K +1,504 New
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$18K +$18K +571 New
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$16K +$5.18K +161 +48%
AF
140
Advisornet Financial
Minnesota
$16K +$8K +250 +100%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$16K +$9.38K +300 +142%
MF
142
Manchester Financial
California
$15K +$4.24K +130 +39%
GWMIA
143
Global Wealth Management Investment Advisory
Florida
$13K – – –
MSFP
144
Mark Sheptoff Financial Planning
Connecticut
$13K +$13K +400 New
SWA
145
Sutton Wealth Advisors
Florida
$10.9K +$5.32K +167 +95%
IA
146
IFP Advisors
Florida
$10K -$179K -5,644 -95%
S
147
SignatureFD
Georgia
$10K +$6.67K +200 +200%
AWA
148
Arkadios Wealth Advisors
Georgia
$7K +$7K +230 New
JPLA
149
Joseph P. Lucia & Associates
New York
$6K – – –
PB
150
Pinnacle Bancorp
Nebraska
$6K +$6K +200 New
3 4 5
6
7