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Invesco NASDAQ 100 ETF

554 hedge funds and large institutions have $9.85B invested in Invesco NASDAQ 100 ETF in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 246 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

694% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 18

143% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $10.5M

110% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 117

28% more funds holding

Funds holding: 434554 (+120)

26% more capital invested

Capital invested by funds: $7.84B → $9.85B (+$2.01B)

25% more funds holding in top 10

Funds holding in top 10: 5366 (+13)

1.33% less ownership

Funds ownership: 54.87%53.55% (-1.3%)

Holders
554
Holders Change
+120
Holders Change %
+27.65%
% of All Funds
8.08%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.96%
New
143
Increased
246
Reduced
117
Closed
18
Calls
$25.6M
Puts
$10.5M
Net Calls
+$15M
Net Calls Change
+$8.65M
Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
226
Tennessee Valley Asset Management Partners
Tennessee
$2.06M +$1.23M +7,872 +181%
CSPIA
227
Cary Street Partners Investment Advisory
Virginia
$2.01M +$1.86M +11,916 New
BONH
228
Bank of New Hampshire
New Hampshire
$1.96M +$59.3K +380 +3%
Creative Planning
229
Creative Planning
Kansas
$1.95M +$408K +2,610 +29%
OBWG
230
Onyx Bridge Wealth Group
New York
$1.92M +$609K +3,901 +52%
PIWA
231
Prevail Innovative Wealth Advisors
Kansas
$1.9M +$2.97K +19 +0.2%
ATPW
232
Ashton Thomas Private Wealth
Arizona
$1.9M +$1.76M +11,289 New
I
233
INVST
Indiana
$1.89M +$401K +2,568 +31%
CW
234
Connectus Wealth
Ohio
$1.87M -$46.2K -296 -3%
AAP
235
Arax Advisory Partners
Colorado
$1.86M -$24.8M -158,627 -93%
AC
236
ASB Consultores
Florida
$1.84M
B
237
Bensler
Washington
$1.83M +$354K +2,266 +26%
LA
238
LexAurum Advisors
Kansas
$1.81M +$173K +1,110 +12%
IA
239
IFP Advisors
Florida
$1.76M -$1.29M -8,257 -44%
FEM
240
Fulcrum Equity Management
Texas
$1.74M +$1.61M +10,311 New
ODIJL
241
One Day In July LLC
Vermont
$1.69M +$1.57M +10,021 New
JWM
242
Jackson Wealth Management
Florida
$1.62M +$1.5M +9,589 New
Goldman Sachs
243
Goldman Sachs
New York
$1.59M -$2.84M -18,204 -66%
WAM
244
Worth Asset Management
Texas
$1.59M +$151K +970 +11%
SOS
245
Silver Oak Securities
Tennessee
$1.58M +$218K +1,395 +17%
Prudential Financial
246
Prudential Financial
New Jersey
$1.56M +$7.96K +51 +0.6%
NL
247
NWAM LLC
Washington
$1.54M +$559K +3,578 +64%
MI
248
Motiv8 Investments
Florida
$1.52M +$1.41M +9,035 New
CCWM
249
Cassaday & Co Wealth Management
Virginia
$1.51M +$4.68K +30 +0.3%
MLM
250
Mount Lucas Management
Pennsylvania
$1.48M +$1.38M +8,808 New

QQQM Hedge Fund Activity: Q4 2023 in Review

554 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco NASDAQ 100 ETF (QQQM) for Q4 2023, worth a combined $9.85B — up 26% from $7.84B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new QQQM positions and 18 closed out — a net gain of 125 holders — while 246 added to existing stakes and 117 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $330M. The largest seller was Osaic Holdings, cutting an estimated $203M.

  • 554 institutional investors held Invesco NASDAQ 100 ETF (QQQM) as of Q4 2023, up from 434 in Q3 2023.
  • Funds reported $9.85B of Invesco NASDAQ 100 ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 143 funds opened new Invesco NASDAQ 100 ETF positions in Q4 2023 and 18 closed out, a net change of +125 holders.
  • The largest Invesco NASDAQ 100 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $330M added.
  • The largest Invesco NASDAQ 100 ETF seller in Q4 2023 was Osaic Holdings, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2023.