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Invesco NASDAQ Next Gen 100 ETF

163 hedge funds and large institutions have $167M invested in Invesco NASDAQ Next Gen 100 ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
39
Reduced
58
Closed
17
Calls
$507K
Puts
$1.24M
Net Calls
-$730K
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
151
Arax Advisory Partners
Colorado
$3.77K +$915 +34 +32%
AF
152
Allworth Financial
California
$2.7K +$2.7K +100 New
HGERS
153
Householder Group Estate & Retirement Specialist
Arizona
$2K -$784 -40 -28%
AWM
154
Able Wealth Management
New Jersey
$1.74K +$1.74K +64 New
IGWM
155
ICA Group Wealth Management
Colorado
$1.62K +$1.62K +60 New
CFB
156
Cullen/Frost Bankers
Texas
$1.35K
OIA
157
Optimum Investment Advisors
Illinois
$1.35K
Fidelity Investments
158
Fidelity Investments
Massachusetts
$1.05K -$675 -25 -39%
AIM
159
Anchor Investment Management
South Carolina
$567
PO
160
Private Ocean
California
$459 +$459 +17 New
DFA
161
DHJJ Financial Advisors
Illinois
$378
GI
162
Gradient Investments
Minnesota
$162
LC
163
Lindbrook Capital
California
$81
OMC
164
Old Mission Capital
Illinois
-$1.17M -47,634 Closed
RJT
165
Raymond James Trust
Florida
-$355K -14,388 Closed
CIBC World Market
166
CIBC World Market
Ontario, Canada
-$252K -10,225 Closed
PG
167
Patten Group
Tennessee
-$201K -8,165 Closed
MM
168
Main Management
California
-$62K -2,500 Closed
RIA
169
Realta Investment Advisors
Delaware
-$61.9K -2,367 Closed
GWSG
170
GPS Wealth Strategies Group
Colorado
-$16.3K -660 Closed
AAG
171
Armstrong Advisory Group
Massachusetts
-$12.4K -505 Closed
CSPIA
172
Cary Street Partners Investment Advisory
Virginia
-$8.17K -331 Closed
MFT
173
Moisand Fitzgerald Tamayo
Florida
-$7.54K -306 Closed
HL
174
HeadInvest LLC
Maine
-$4.9K -200 Closed
AWM
175
Atticus Wealth Management
Florida
-$3.2K -130 Closed