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Invesco NASDAQ Next Gen 100 ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.1M
2
TC
2
Trilogy Capital
California
$2.97M
3
NI
3
Noked Israel
Israel
$2.7M
4
Lido Advisors
4
Lido Advisors
California
$1.04M
5
GL
5
Gerber LLC
Ohio
$870K

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$325K
2
AF
2
Apexium Financial
Texas
$1.87M
3
LPL Financial
3
LPL Financial
California
$11M
4
Wells Fargo
4
Wells Fargo
California
$2.74M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$38.6M 1,431,086 -2,509 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$13.1M 485,618 +170,926 +54%
LPL Financial
3
LPL Financial
California
$11M 406,137 -60,749 -13%
EFG
4
Erickson Financial Group
Pennsylvania
$7M 259,453 -5,728 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.27M 195,344 -21,182 -10%
CAS
6
Coppell Advisory Solutions
Texas
$5.21M 12,715 -2,118 -14%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.94M 182,885 -16,318 -8%
Bank of America
8
Bank of America
North Carolina
$3.91M 144,900 +7,983 +6%
GKWIM
9
Gerber Kawasaki Wealth & Investment Management
California
$3.65M 135,179 -17,459 -11%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$3.39M 125,734 -15,526 -11%
Ameriprise
11
Ameriprise
Minnesota
$3.34M 123,719 +8,323 +7%
TC
12
Trilogy Capital
California
$2.97M 110,016 +110,016 New
Wells Fargo
13
Wells Fargo
California
$2.74M 101,455 -54,669 -35%
NI
14
Noked Israel
Israel
$2.7M 100,000 +100,000 New
EFS
15
Essex Financial Services
Connecticut
$2.09M 77,321 +7,071 +10%
Citadel Advisors
16
Citadel Advisors
Florida
$1.94M 71,793 +185 +0.3%
N
17
Natixis
France
$1.92M 71,112 -291 -0.4%
UBS Group
18
UBS Group
Switzerland
$1.91M 70,633 -350 -0.5%
AF
19
Apexium Financial
Texas
$1.87M 69,128 -65,890 -49%
AAS
20
Avantax Advisory Services
Texas
$1.78M 66,105 +520 +0.8%
RJA
21
Raymond James & Associates
Florida
$1.74M 64,391 -20,495 -24%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.72M 63,565 -11,152 -15%
TWM
23
Tradition Wealth Management
Minnesota
$1.67M 62,001 +4,993 +9%
Mariner
24
Mariner
Kansas
$1.6M 59,175 -9,041 -13%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.55M 57,418 -12,356 -18%
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