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Invesco NASDAQ Next Gen 100 ETF

175 hedge funds and large institutions have $308M invested in Invesco NASDAQ Next Gen 100 ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-5
Holders Change %
-2.78%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
17
Increased
71
Reduced
43
Closed
17
Calls
$5.64M
Puts
$52.9M
Net Calls
-$47.3M
Net Calls Change
-$55.7M
Name Holding Trade Value Shares
Change
Shares
Change %
1IA
126
1834 Investment Advisors
Wisconsin
$99K
JEST
127
JTC Employer Solutions Trustee
Jersey
$93K
HI
128
Harbour Investments
Wisconsin
$91K +$560 +17 +0.6%
GWSG
129
GPS Wealth Strategies Group
Colorado
$88K +$16.2K +487 +23%
BCV
130
Banque Cantonale Vaudoise
Switzerland
$78K
TC
131
Truvestments Capital
Florida
$66K
JCM
132
Jacobi Capital Management
Pennsylvania
$66K +$66K +2,000 New
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$55K -$125K -3,715 -69%
AIM
134
Anchor Investment Management
South Carolina
$50.3K +$33 +1 +0.1%
WT
135
Washington Trust
Rhode Island
$50K
RA
136
Resolute Advisors
California
$50K
JWA
137
JFS Wealth Advisors
Pennsylvania
$46K +$46K +1,379 New
RG
138
Retirement Group
California
$40K
TCWA
139
Ten Capital Wealth Advisors
Washington
$40K
WAS
140
Winch Advisory Services
Wisconsin
$37K
CFA
141
Carroll Financial Associates
North Carolina
$33K +$33 +1 +0.1%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$30K +$13.2K +400 +78%
HPC
143
HM Payson & Co
Maine
$26K
S
144
SignatureFD
Georgia
$26K +$16.3K +500 +167%
NFSG
145
Newbridge Financial Services Group
Florida
$24K
JGIA
146
Jackson Grant Investment Advisers
Connecticut
$21K +$4.79K +148 +30%
MSFP
147
Mark Sheptoff Financial Planning
Connecticut
$20K +$6.99K +215 +54%
GWM
148
Geneos Wealth Management
Colorado
$19K -$11.5K -352 -38%
AF
149
Advisornet Financial
Minnesota
$17K
FCM
150
Firestone Capital Management
Florida
$16K