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Invesco NASDAQ Next Gen 100 ETF

185 hedge funds and large institutions have $276M invested in Invesco NASDAQ Next Gen 100 ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 68 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $2.63M | Put options by funds: $2.51M

0.4% more ownership

Funds ownership: 27.17%27.57% (+0.4%)

3% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 68

11% less funds holding

Funds holding: 209185 (-24)

18% less capital invested

Capital invested by funds: $335M → $276M (-$58.9M)

49% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 43

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
185
Holders Change
-24
Holders Change %
-11.48%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
66
Reduced
68
Closed
43
Calls
$2.63M
Puts
$2.51M
Net Calls
+$126K
Net Calls Change
-$4.07M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$30.1M +$2.13M +72,412 +8%
TC
2
Trilogy Capital
California
$22.5M +$22.7M +774,371 New
LPL Financial
3
LPL Financial
California
$20.4M +$1.9M +64,563 +10%
Morgan Stanley
4
Morgan Stanley
New York
$16.1M -$2.96M -100,921 -15%
MHS
5
M Holdings Securities
Oregon
$14.8M +$15M +511,239 New
Invesco
6
Invesco
Georgia
$14M +$882K +30,036 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.2M -$6.85M -233,274 -36%
Osaic Holdings
8
Osaic Holdings
Arizona
$11.4M -$4.49M -152,871 -28%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$9.98M +$3.04M +103,567 +43%
Wells Fargo
10
Wells Fargo
California
$8.19M -$1.61M -54,918 -16%
EFG
11
Erickson Financial Group
Pennsylvania
$7.24M +$1.47M +50,093 +25%
RJA
12
Raymond James & Associates
Florida
$5.12M -$2.23M -75,801 -30%
WMP
13
Wealth Management Partners
Arizona
$4.92M +$206K +7,000 +4%
UBS Group
14
UBS Group
Switzerland
$3.69M -$6.69M -227,632 -64%
RF
15
Rollins Financial
Georgia
$3.42M -$762K -25,938 -18%
TF
16
Theory Financial
Colorado
$3.37M +$254K +8,658 +8%
Ameriprise
17
Ameriprise
Minnesota
$3.18M -$2.84M -96,847 -47%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.96M -$1.93M -65,723 -39%
OMC
19
Old Mission Capital
Illinois
$2.92M +$2.95M +100,535 New
CI
20
CX Institutional
Indiana
$2.75M +$454K +15,456 +20%
Bank of America
21
Bank of America
North Carolina
$2.72M +$1.34M +45,608 +95%
EFS
22
Essex Financial Services
Connecticut
$2.67M -$27.1K -923 -1%
AAS
23
Avantax Advisory Services
Texas
$2.64M +$94.4K +3,215 +4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.42M +$2.09M +71,170 +581%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.27M -$1.12M -38,271 -33%

QQQJ Hedge Fund Activity: Q1 2022 in Review

185 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) for Q1 2022, worth a combined $276M — down 18% from $335M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of QQQJ and 22 opened new positions — a net loss of 21 holders — while 68 trimmed existing stakes and 66 added.

The largest buyer was Trilogy Capital, opening a new position worth an estimated $22.7M. The largest seller was AE Wealth Management, exiting entirely with an estimated $9.51M sold.

  • 185 institutional investors held Invesco NASDAQ Next Gen 100 ETF (QQQJ) as of Q1 2022, down from 209 in Q4 2021.
  • Funds reported $276M of Invesco NASDAQ Next Gen 100 ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 22 funds opened new Invesco NASDAQ Next Gen 100 ETF positions in Q1 2022 and 43 closed out, a net change of -21 holders.
  • The largest Invesco NASDAQ Next Gen 100 ETF buyer in Q1 2022 was Trilogy Capital, an estimated $22.7M added.
  • The largest Invesco NASDAQ Next Gen 100 ETF seller in Q1 2022 was AE Wealth Management, an estimated $9.51M sold.

Based on aggregated 13F filings for Q1 2022.