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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.

Holders
157
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.51%
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
-$1.01M
Name Market Value Shares Shares
Change
Shares
Change %
CIA
126
Cape Investment Advisory
Georgia
$12.8K 500 +500 New
MPWT
127
MassMutual Private Wealth & Trust
Connecticut
$12.7K 497
ACA
128
Aptus Capital Advisors
Alabama
$12.3K 481
GWANC
129
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.3K 481 +481 New
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$11.8K 463 -568 -55%
EWA
131
EverSource Wealth Advisors
Alabama
$11.7K 460 -35 -7%
MSFP
132
Mark Sheptoff Financial Planning
Connecticut
$10.2K 400
Citigroup
133
Citigroup
New York
$9.31K 365 -26 -7%
KFI
134
Key Financial Inc
Pennsylvania
$8.54K 335 +165 +97%
GWSG
135
GPS Wealth Strategies Group
Colorado
$7.89K 309 +309 New
SSB
136
Sandy Spring Bank
Maryland
$7.78K 305
NC
137
NewSquare Capital
Pennsylvania
$7.6K 298 -1,574 -84%
EDRH
138
Edmond de Rothschild Holding
Switzerland
$6.38K 250
PB
139
Pinnacle Bancorp
Nebraska
$5.1K 200
AIP
140
Ahrens Investment Partners
Louisiana
$5.1K 200 +200 New
HWA
141
HHM Wealth Advisors
Tennessee
$4.69K 184 +16 +10%
NL
142
NVWM LLC
Pennsylvania
$4.41K 173 -88 -34%
CFD
143
Creative Financial Designs
Indiana
$3.94K 154
AWM
144
Atticus Wealth Management
Florida
$3.32K 130
HGERS
145
Householder Group Estate & Retirement Specialist
Arizona
$3K 113 +113 New
AAP
146
Arax Advisory Partners
Colorado
$2.69K 106 +1 +1%
HWA
147
Heritage Wealth Advisors
Virginia
$2.55K 100
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$2.38K 93,183 +1,603 +2%
IGWM
149
ICA Group Wealth Management
Colorado
$1.53K 60
GAG
150
Goodman Advisory Group
Massachusetts
$1.35K 53 +45 +563%