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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 %
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$16K
IA
152
IFP Advisors
Florida
$15K +$2.86K +85 +24%
BW
153
Bison Wealth
Georgia
$13K
GWMIA
154
Global Wealth Management Investment Advisory
Florida
$13K
MCM
155
MV Capital Management
Maryland
$8K
JPLA
156
Joseph P. Lucia & Associates
New York
$7K
PB
157
Pinnacle Bancorp
Nebraska
$7K
DTIM
158
Danda Trouve Investment Management
Kansas
$7K
HA
159
Herold Advisors
New York
$6K +$6K +200 New
TCM
160
Tradewinds Capital Management
Washington
$5K
NFG
161
Next Financial Group
Texas
$5K
SWM
162
Sugarloaf Wealth Management
Georgia
$5K
MAM
163
Meeder Asset Management
Ohio
$3K
FRA
164
Front Row Advisors
California
$3K
OIA
165
Optimum Investment Advisors
Illinois
$2K
GI
166
Gradient Investments
Minnesota
$2K
PAI
167
Pittenger & Anderson Inc
Nebraska
$1K
EWM
168
Edge Wealth Management
New York
$1K
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$463 +$463 +14 New
LIA
170
LBMC Investment Advisors
Tennessee
$298 -$152 -3,035 -34%
AWA
171
Artemis Wealth Advisors
New York
-$6.84M -198,673 Closed
SAM
172
Simplify Asset Management
Nevada
-$717K -20,854 Closed
HA
173
Harfst & Associates
Wyoming
-$703K -20,450 Closed
SWA
174
Stratos Wealth Advisors
Ohio
-$465K -13,527 Closed
RM
175
Resource Management
Louisiana
-$361K -10,500 Closed