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Invesco NASDAQ Next Gen 100 ETF
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Overview Fund Activity

147 hedge funds and large institutions have $152M invested in Invesco NASDAQ Next Gen 100 ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
147
Holders Change
-6
Holders Change %
-3.92%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
44
Reduced
53
Closed
13
Calls
$1.82M
Puts
$20K
Net Calls
+$1.8M
Net Calls Change
+$1.15M

Top Buyers

1
SW
1
SteelPeak Wealth
California
$1.77M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$7.72M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$697K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$38.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.16M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$984K
2
TC
2
Trilogy Capital
California
$0
3
BCM
3
Brookstone Capital Management
Illinois
$694K
4
Ameriprise
4
Ameriprise
Minnesota
$3M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$38.1M 1,368,026 +21,719 +2%
LPL Financial
2
LPL Financial
California
$10.6M 379,819 -10,444 -3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$7.72M 276,992 +32,223 +13%
EFG
4
Erickson Financial Group
Pennsylvania
$7.05M 253,033 -4,228 -2%
Morgan Stanley
5
Morgan Stanley
New York
$6.65M 238,722 -278 -0.1%
Bank of America
6
Bank of America
North Carolina
$5.83M 209,134 -5,208 -2%
Wells Fargo
7
Wells Fargo
California
$5.46M 195,916 -7,127 -4%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$4.47M 160,364 +14,698 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.16M 149,299 +17,789 +14%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$3.55M 127,200 +2,725 +2%
Ameriprise
11
Ameriprise
Minnesota
$3M 107,778 -36,528 -25%
EFS
12
Essex Financial Services
Connecticut
$2.36M 85,383 +2,570 +3%
AAS
13
Avantax Advisory Services
Texas
$1.89M 67,871 +3,999 +6%
SW
14
SteelPeak Wealth
California
$1.77M 63,388 +63,388 New
TWM
15
Tradition Wealth Management
Minnesota
$1.68M 60,118 -1,611 -3%
RJA
16
Raymond James & Associates
Florida
$1.64M 58,667 -4,832 -8%
AF
17
Apexium Financial
Texas
$1.41M 50,591 -5,349 -10%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$1.41M 50,576 -5,643 -10%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.36M 48,613 -6,230 -11%
UBS Group
20
UBS Group
Switzerland
$1.31M 46,881 -6,798 -13%
MCWS
21
McKinley Carter Wealth Services
West Virginia
$1.23M 44,115 -205 -0.5%
EH
22
Equitable Holdings
New York
$1.23M 44,047 +893 +2%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$1.19M 42,395 – –
WIP
24
WealthCare Investment Partners
Rhode Island
$1.18M 42,362 +1,427 +3%
Wealthfront Advisers
25
Wealthfront Advisers
California
$1.16M 41,733 +672 +2%
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