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Invesco NASDAQ Next Gen 100 ETF
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Overview Fund Activity

207 hedge funds and large institutions have $335M invested in Invesco NASDAQ Next Gen 100 ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 74 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+32
Holders Change %
+18.29%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
54
Increased
74
Reduced
43
Closed
22
Calls
$6.31M
Puts
$2.12M
Net Calls
+$4.19M
Net Calls Change
+$51.5M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.56M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.95M
3
LPL Financial
LPL Financial
California
+$5.04M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.17M
5
Morgan Stanley
Morgan Stanley
New York
+$4.01M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$37.1M
2
AWM
AE Wealth Management
Kansas
-$5.31M
3
Bank of America
Bank of America
North Carolina
-$3.96M
4
UBS Group
UBS Group
Switzerland
-$1.89M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
151
CVA Family Office
Colorado
$89K +$89K +2,661 New
CA
152
CoreCap Advisors
Michigan
$88K +$88K +2,633 New
BCV
153
Banque Cantonale Vaudoise
Switzerland
$80K – – –
TC
154
Truvestments Capital
Florida
$67K +$503 +15 +0.8%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$55K – – –
AIM
156
Anchor Investment Management
South Carolina
$51.1K – – –
RA
157
Resolute Advisors
California
$51K +$34 +1 +0.1%
WT
158
Washington Trust
Rhode Island
$50K – – –
AWA
159
Amplius Wealth Advisors
Pennsylvania
$49K +$49K +1,485 New
HI
160
Harbour Investments
Wisconsin
$46K -$47.7K -1,405 -51%
JWA
161
JFS Wealth Advisors
Pennsylvania
$46K – – –
RG
162
Retirement Group
California
$41K – – –
WAS
163
Winch Advisory Services
Wisconsin
$38K +$269 +8 +0.7%
CFA
164
Carroll Financial Associates
North Carolina
$33K – – –
S
165
SignatureFD
Georgia
$27K – – –
HPC
166
HM Payson & Co
Maine
$26K – – –
FAG
167
Fortitude Advisory Group
Washington
$26K +$26K +767 New
NFSG
168
Newbridge Financial Services Group
Florida
$24K – – –
JGIA
169
Jackson Grant Investment Advisers
Connecticut
$23K +$1.02K +30 +5%
MSFP
170
Mark Sheptoff Financial Planning
Connecticut
$21K – – –
SPA
171
Shore Point Advisors
New Jersey
$21K +$21K +612 New
TCWM
172
Total Clarity Wealth Management
Illinois
$20K +$20K +600 New
EWA
173
EverSource Wealth Advisors
Alabama
$19K +$19K +564 New
IA
174
IFP Advisors
Florida
$18K +$2.85K +84 +19%
SC
175
Stephens Consulting
Michigan
$17.7K +$17.7K +528 New
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