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Invesco NASDAQ Next Gen 100 ETF

152 hedge funds and large institutions have $153M invested in Invesco NASDAQ Next Gen 100 ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $289K

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 150152 (+2)

1.92% less ownership

Funds ownership: 24.72%22.8% (-1.9%)

17% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 54

19% less capital invested

Capital invested by funds: $189M → $153M (-$36.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
152
Holders Change
+2
Holders Change %
+1.33%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
45
Reduced
54
Closed
14
Calls
$1.04M
Puts
$289K
Net Calls
+$752K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$35.3M +$3.33M +128,745 +10%
LPL Financial
2
LPL Financial
California
$11.5M -$3.35M -129,748 -22%
Morgan Stanley
3
Morgan Stanley
New York
$7.75M +$481K +18,630 +6%
EFG
4
Erickson Financial Group
Pennsylvania
$6.53M +$138K +5,330 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.34M -$79.8K -3,089 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.91M -$1.08M -41,953 -17%
CAS
7
Coppell Advisory Solutions
Texas
$3.95M -$348K -13,469 -48%
Wells Fargo
8
Wells Fargo
California
$3.85M +$420K +16,259 +12%
GKWIM
9
Gerber Kawasaki Wealth & Investment Management
California
$3.76M +$2.47M +95,492 +167%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$3.48M +$6.38K +247 +0.2%
Bank of America
11
Bank of America
North Carolina
$3.37M +$1.14M +43,968 +47%
AF
12
Apexium Financial
Texas
$3.33M -$336K -12,991 -9%
Ameriprise
13
Ameriprise
Minnesota
$2.84M -$806K -31,209 -21%
WCP
14
Wick Capital Partners
Pennsylvania
$2.46M +$185K +7,162 +8%
RJA
15
Raymond James & Associates
Florida
$2.09M -$2.05M -79,361 -48%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$1.84M +$1.93M +74,717 New
N
17
Natixis
France
$1.77M -$72.2K -2,793 -4%
Citadel Advisors
18
Citadel Advisors
Florida
$1.76M +$1.73M +66,901 +1,421%
UBS Group
19
UBS Group
Switzerland
$1.75M -$163K -6,311 -8%
EFS
20
Essex Financial Services
Connecticut
$1.73M -$62.2K -2,409 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.72M -$154K -5,967 -8%
Mariner
22
Mariner
Kansas
$1.68M -$397K -15,349 -18%
AAS
23
Avantax Advisory Services
Texas
$1.62M -$187K -7,223 -10%
CAM
24
Cresset Asset Management
Illinois
$1.6M -$52.9K -2,048 -3%
MCWS
25
McKinley Carter Wealth Services
West Virginia
$1.41M -$481K -18,624 -25%

QQQJ Hedge Fund Activity: Q3 2023 in Review

152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) for Q3 2023, worth a combined $153M — down 19% from $189M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new QQQJ positions and 14 closed out — a net gain of 2 holders — while 45 added to existing stakes and 54 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.33M. The largest seller was Trilogy Capital, exiting entirely with an estimated $13M sold.

  • 152 institutional investors held Invesco NASDAQ Next Gen 100 ETF (QQQJ) as of Q3 2023, up from 150 in Q2 2023.
  • Funds reported $153M of Invesco NASDAQ Next Gen 100 ETF stock for Q3 2023, down 19% quarter-over-quarter.
  • 16 funds opened new Invesco NASDAQ Next Gen 100 ETF positions in Q3 2023 and 14 closed out, a net change of +2 holders.
  • The largest Invesco NASDAQ Next Gen 100 ETF buyer in Q3 2023 was Raymond James Financial Services Advisors, an estimated $3.33M added.
  • The largest Invesco NASDAQ Next Gen 100 ETF seller in Q3 2023 was Trilogy Capital, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2023.