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Invesco NASDAQ Next Gen 100 ETF

170 hedge funds and large institutions have $291M invested in Invesco NASDAQ Next Gen 100 ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 35

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $265M → $291M (+$25.5M)

1.61% more ownership

Funds ownership: 35.1%36.71% (+1.6%)

0% more funds holding

Funds holding: 170170 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
170
Holders Change
Holders Change %
0%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
66
Reduced
35
Closed
16
Calls
$1.24M
Puts
Net Calls
+$1.24M
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$43.1M +$744K +19,632 +2%
SL
2
Systelligence LLC
Minnesota
$21.4M +$3.91M +103,260 +21%
LPL Financial
3
LPL Financial
California
$19.6M +$2.75M +72,596 +16%
Osaic Holdings
4
Osaic Holdings
Arizona
$19.1M -$5.35M -141,234 -21%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$18.4M +$6.01M +158,666 +44%
UBS Group
6
UBS Group
Switzerland
$17.2M +$14M +369,049 +347%
RFS
7
Retirement Financial Solutions
Tennessee
$16.5M +$449K +11,845 +3%
Wells Fargo
8
Wells Fargo
California
$12.6M +$1.99M +52,547 +18%
Morgan Stanley
9
Morgan Stanley
New York
$11.3M +$1.16M +30,599 +11%
EFG
10
Erickson Financial Group
Pennsylvania
$7.63M +$72.8K +1,920 +0.9%
Ameriprise
11
Ameriprise
Minnesota
$6.57M +$1.63M +43,122 +31%
Bank of America
12
Bank of America
North Carolina
$6.19M -$248K -6,541 -4%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$5.67M +$81.9K +2,162 +1%
GKWIM
14
Gerber Kawasaki Wealth & Investment Management
California
$5.54M -$612K -16,151 -10%
PWM
15
Purus Wealth Management
California
$4.79M +$333K +8,793 +7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.54M +$1.83M +48,220 +62%
Wealthfront Advisers
17
Wealthfront Advisers
California
$3.05M +$326K +8,605 +11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.04M +$242K +6,396 +8%
BIG
19
Brookwood Investment Group
Arizona
$2.84M +$2.97M +78,376 New
EFS
20
Essex Financial Services
Connecticut
$2.79M +$569 +15 +0%
GC
21
Guidance Capital
Kentucky
$2.55M +$1.71M +45,144 +266%
NG
22
Novem Group
New York
$2.28M
TWM
23
Tradition Wealth Management
Minnesota
$1.81M -$48.9K -1,291 -3%
Nomura Asset Management
24
Nomura Asset Management
Japan
$1.68M +$1.76M +46,500 New
Natixis Advisors
25
Natixis Advisors
Massachusetts
$1.68M +$1.3M +34,313 +284%