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Invesco NASDAQ Next Gen 100 ETF

147 hedge funds and large institutions have $149M invested in Invesco NASDAQ Next Gen 100 ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-9
Holders Change %
-5.77%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
39
Reduced
54
Closed
18
Calls
$2.78M
Puts
$586K
Net Calls
+$2.2M
Net Calls Change
-$768K
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$34.4M -$4.08M -140,666 -11%
LPL Financial
2
LPL Financial
California
$10.8M +$110K +3,784 +1%
Morgan Stanley
3
Morgan Stanley
New York
$8.63M +$1.26M +43,442 +17%
Citadel Advisors
4
Citadel Advisors
Florida
$7.08M +$6.97M +240,388 +6,557%
EFG
5
Erickson Financial Group
Pennsylvania
$6.96M -$127K -4,370 -2%
Bank of America
6
Bank of America
North Carolina
$5.34M -$1.27M -43,708 -19%
Wells Fargo
7
Wells Fargo
California
$4.84M -$371K -12,794 -7%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$4.83M -$92.8K -3,198 -2%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$4.18M +$1.58M +54,205 +61%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$3.91M +$48.5K +1,672 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.43M -$352K -12,134 -9%
Goldman Sachs
12
Goldman Sachs
New York
$3.33M -$171K -5,902 -5%
PWM
13
Purus Wealth Management
California
$2.68M +$89.4K +3,080 +3%
SW
14
SteelPeak Wealth
California
$2.59M +$102K +3,500 +4%
EFS
15
Essex Financial Services
Connecticut
$2.41M -$55.6K -1,916 -2%
Ameriprise
16
Ameriprise
Minnesota
$2.25M +$52.7K +1,815 +2%
AAS
17
Avantax Advisory Services
Texas
$2.09M -$182K -6,270 -8%
Wealthfront Advisers
18
Wealthfront Advisers
California
$1.97M +$472K +16,286 +31%
NG
19
Novem Group
New York
$1.89M
Invesco
20
Invesco
Georgia
$1.58M +$166K +5,727 +12%
TWM
21
Tradition Wealth Management
Minnesota
$1.55M -$59.2K -2,039 -4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.27M +$48.8K +1,682 +4%
UBS Group
23
UBS Group
Switzerland
$1.21M -$366K -12,627 -23%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.11M +$384K +13,220 +53%
TYCC
25
Texas Yale Capital Corp
Florida
$1.09M +$645K +22,250 +146%