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Invesco NASDAQ 100 ETF

359 hedge funds and large institutions have $4.78B invested in Invesco NASDAQ 100 ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 151 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $4.77M

216% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 31

94% more capital invested

Capital invested by funds: $2.46B → $4.78B (+$2.32B)

94% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 78

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

19% more funds holding

Funds holding: 301359 (+58)

11.72% more ownership

Funds ownership: 43.05%54.77% (+12%)

Holders
359
Holders Change
+58
Holders Change %
+19.27%
% of All Funds
5.72%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.54%
New
98
Increased
151
Reduced
78
Closed
31
Calls
$26.7M
Puts
$4.77M
Net Calls
+$21.9M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
226
SWMG LLC
Texas
$487K +$448K +3,691 New
CSB
227
City State Bank
Iowa
$475K -$6.07K -50 -1%
ASN
228
Advisory Services Network
Georgia
$471K +$121K +996 +39%
CAG
229
Compass Advisory Group
New York
$470K
APW
230
Aurora Private Wealth
New Jersey
$460K -$7.65K -63 -2%
PWA
231
PCG Wealth Advisors
Kansas
$459K -$70.8K -583 -14%
FFC
232
First Financial Corp
Indiana
$455K +$19.9K +164 +5%
Koshinski Asset Management
233
Koshinski Asset Management
Illinois
$454K +$1.46K +12 +0.4%
HSBC Holdings
234
HSBC Holdings
United Kingdom
$434K
MWM
235
Modera Wealth Management
New Jersey
$426K +$850 +7 +0.2%
CA
236
Continuum Advisory
Idaho
$406K +$373K +3,076 New
TWM
237
Trinity Wealth Management
Pennsylvania
$401K +$83.5K +688 +29%
CWMGP
238
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$393K -$49.6K -409 -12%
NFG
239
Nations Financial Group
Iowa
$389K
PFA
240
Peak Financial Advisors
Colorado
$376K +$123K +1,010 +55%
SC
241
Sierra Capital
Florida
$376K +$50.4K +415 +17%
BWM
242
BlackDiamond Wealth Management
New York
$370K +$28.2K +232 +9%
SWA
243
Stratos Wealth Advisors
Ohio
$361K +$331K +2,731 New
Goldman Sachs
244
Goldman Sachs
New York
$355K +$24.4K +201 +8%
PCA
245
Prosperity Capital Advisors
Ohio
$354K +$9.71K +80 +3%
WS
246
Wedbush Securities
California
$344K +$60.7K +500 +24%
DAS
247
Dynamic Advisor Solutions
Arizona
$343K +$22.9K +189 +8%
MOS
248
MGO One Seven
Ohio
$337K +$310K +2,555 New
TRCT
249
Tower Research Capital (TRC)
New York
$337K +$45.8K +377 +17%
GWANC
250
Guardian Wealth Advisors (North Carolina)
North Carolina
$332K +$305K +2,512 New