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Invesco NASDAQ Next Gen 100 ETF

150 hedge funds and large institutions have $189M invested in Invesco NASDAQ Next Gen 100 ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
-7
Holders Change %
-4.46%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
49
Reduced
53
Closed
16
Calls
$1.27M
Puts
$714K
Net Calls
+$552K
Net Calls Change
-$43K
Name Holding Trade Value Shares
Change
Shares
Change %
GWANC
126
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.6K
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$12.2K
Citigroup
128
Citigroup
New York
$10.7K +$1.18K +45 +12%
MSFP
129
Mark Sheptoff Financial Planning
Connecticut
$10.5K
KFI
130
Key Financial Inc
Pennsylvania
$8.76K
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$8.65K -$5.1K -195 -37%
SSB
132
Sandy Spring Bank
Maryland
$7.97K
EDRH
133
Edmond de Rothschild Holding
Switzerland
$6.54K
NL
134
NVWM LLC
Pennsylvania
$6.3K +$1.78K +68 +39%
NFSG
135
Newbridge Financial Services Group
Florida
$5.23K -$13.8K -528 -73%
PB
136
Pinnacle Bancorp
Nebraska
$5.23K
TAM
137
Townsend Asset Management
North Carolina
$5.12K +$5.12K +196 New
GWSG
138
GPS Wealth Strategies Group
Colorado
$4.46K -$3.64K -139 -45%
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.29K -$13.1K -500 -75%
EWA
140
EverSource Wealth Advisors
Alabama
$4.19K -$7.85K -300 -65%
AWM
141
Atticus Wealth Management
Florida
$3.4K
AAP
142
Arax Advisory Partners
Colorado
$2.76K
HWA
143
Heritage Wealth Advisors
Virginia
$2.61K
IGWM
144
ICA Group Wealth Management
Colorado
$1.57K
OIA
145
Optimum Investment Advisors
Illinois
$1.31K
AIM
146
Anchor Investment Management
South Carolina
$549 -$15.7K -600 -97%
AWM
147
Avior Wealth Management
Nebraska
$444
GI
148
Gradient Investments
Minnesota
$157
LC
149
Lindbrook Capital
California
$78 -$806 -31 -91%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$26