QQQM icon

Invesco NASDAQ 100 ETF
QQQM

Overview Fund Activity

357 hedge funds and large institutions have $4.78B invested in Invesco NASDAQ 100 ETF in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 151 increasing their positions, 77 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+57
Holders Change %
+19%
% of All Funds
5.71%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.54%
New
97
Increased
151
Reduced
77
Closed
31
Calls
$26.7M
Puts
$4.77M
Net Calls
+$21.9M
Net Calls Change
+$14M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$435M
2
CI
Clal Insurance
Israel
$347M
3
Invesco
Invesco
Georgia
$697M
4
Osaic Holdings
Osaic Holdings
Arizona
$222M
5
CCMG
Clark Capital Management Group
Pennsylvania
$146M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$172M
2
CCM
Connective Capital Management
California
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.35M
4
PI
PFS Investments
Georgia
$111M
5
GA
Goldstein Advisors
Wisconsin
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
226
SWMG LLC
Texas
$487K +$487K +3,691 New
CSB
227
City State Bank
Iowa
$475K -$6.6K -50 -1%
ASN
228
Advisory Services Network
Georgia
$471K +$131K +996 +39%
CAG
229
Compass Advisory Group
New York
$470K – – –
APW
230
Aurora Private Wealth
New Jersey
$460K -$8.31K -63 -2%
PWA
231
PCG Wealth Advisors
Kansas
$459K -$77K -583 -14%
FFC
232
First Financial Corp
Indiana
$455K +$21.6K +164 +5%
Koshinski Asset Management
233
Koshinski Asset Management
Illinois
$454K +$1.58K +12 +0.4%
HSBC Holdings
234
HSBC Holdings
United Kingdom
$434K – – –
MWM
235
Modera Wealth Management
New Jersey
$426K +$924 +7 +0.2%
CA
236
Continuum Advisory
Idaho
$406K +$406K +3,076 New
TWM
237
Trinity Wealth Management
Pennsylvania
$401K +$90.8K +688 +29%
CWMGP
238
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$393K -$54K -409 -12%
NFG
239
Nations Financial Group
Iowa
$389K – – –
PFA
240
Peak Financial Advisors
Colorado
$376K +$133K +1,010 +55%
SC
241
Sierra Capital
Florida
$376K +$54.8K +415 +17%
BWM
242
BlackDiamond Wealth Management
New York
$370K +$29.6K +232 +9%
SWA
243
Stratos Wealth Advisors
Ohio
$361K +$361K +2,731 New
Goldman Sachs
244
Goldman Sachs
New York
$355K +$26.5K +201 +8%
PCA
245
Prosperity Capital Advisors
Ohio
$354K +$10.6K +80 +3%
WS
246
Wedbush Securities
California
$344K +$66K +500 +24%
DAS
247
Dynamic Advisor Solutions
Arizona
$343K +$24.9K +189 +8%
MOS
248
MGO One Seven
Ohio
$337K +$337K +2,555 New
TRCT
249
Tower Research Capital (TRC)
New York
$337K +$49.7K +377 +17%
GWANC
250
Guardian Wealth Advisors (North Carolina)
North Carolina
$332K +$332K +2,512 New
8 9
10
11 12