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Invesco NASDAQ 100 ETF
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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 %
Bank of New York Mellon
251
Bank of New York Mellon
New York
$331K +$331K +2,509 New
SG
252
StoneX Group
New York
$331K -$313K -2,372 -49%
IW
253
Imprint Wealth
South Carolina
$327K +$327K +2,488 New
DAM
254
Derbend Asset Management
Georgia
$321K +$660 +5 +0.2%
RWM
255
Ritholtz Wealth Management
New York
$317K +$317K +2,405 New
Prudential Financial
256
Prudential Financial
New Jersey
$317K +$317K +2,404 New
SMC
257
Smith, Moore & Co
Missouri
$311K +$311K +2,356 New
WCAMG
258
Woodard & Company Asset Management Group
North Carolina
$310K +$45K +341 +17%
CAM
259
Concorde Asset Management
Michigan
$306K +$306K +2,321 New
SW
260
SteelPeak Wealth
California
$305K +$305K +2,310 New
ZF
261
Zhang Financial
Michigan
$304K +$132 +1 +0%
AWG
262
Altus Wealth Group
Colorado
$303K +$34.6K +262 +13%
IA
263
IFG Advisory
Georgia
$300K +$300K +2,268 New
RA
264
Rockingstone Advisors
Massachusetts
$297K +$297K +2,250 New
SOS
265
Silver Oak Securities
Tennessee
$296K +$296K +2,239 New
AIC
266
Archer Investment Corporation
Indiana
$294K +$396 +3 +0.1%
LWM
267
LJI Wealth Management
Indiana
$291K +$291K +2,207 New
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$282K +$51.5K +390 +22%
MHIC
269
Marble Harbor Investment Counsel
Massachusetts
$282K +$282K +2,135 New
KPWS
270
Kestra Private Wealth Services
Texas
$273K +$273K +2,065 New
MWP
271
Madison Wealth Partners
Wisconsin
$269K +$6.86K +52 +3%
JCM
272
Jacobi Capital Management
Pennsylvania
$266K +$266K +2,013 New
GFA
273
Gallagher Fiduciary Advisors
Illinois
$266K +$266K +2,011 New
MCA
274
MSH Capital Advisors
Arizona
$260K -$19K -144 -7%
LG
275
Leuthold Group
Minnesota
$242K -$30.9K -234 -11%
9 10
11
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