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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
AWM
251
Apollon Wealth Management
South Carolina
$1.48M -$31.2K -200 -2%
HP
252
Holistic Planning
Texas
$1.45M +$1.35M +8,626 New
MCC
253
Money Concepts Capital
Florida
$1.38M +$278K +1,782 +28%
SB
254
Strategic Blueprint
Georgia
$1.37M +$1.27M +8,118 New
GA
255
Goldstein Advisors
Wisconsin
$1.37M +$56.4K +361 +5%
LWM
256
Laidlaw Wealth Management
New York
$1.36M -$140K -897 -10%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$1.34M +$901K +5,770 +265%
CCFM
258
Clear Creek Financial Management
Washington
$1.32M -$765K -4,901 -38%
CIAS
259
Capital Investment Advisory Services
North Carolina
$1.3M -$29K -186 -2%
WIM
260
Westside Investment Management
California
$1.3M +$345K +2,210 +40%
RA
261
Rockingstone Advisors
Massachusetts
$1.28M +$315K +2,015 +36%
AFO
262
Arrowroot Family Office
California
$1.27M -$152K -975 -11%
JIP
263
Jaffetilchin Investment Partners
Florida
$1.26M +$58.6K +375 +5%
RWPA
264
Richard W. Paul & Associates
Michigan
$1.26M -$70.3K -450 -6%
BOPW
265
Brandywine Oak Private Wealth
Pennsylvania
$1.25M +$34.5K +221 +3%
SMC
266
Smith, Moore & Co
Missouri
$1.24M +$450K +2,884 +65%
CIAS
267
CFS Investment Advisory Services
New Jersey
$1.24M +$8.9K +57 +0.8%
SWA
268
Sightline Wealth Advisors
Connecticut
$1.23M +$43.7K +280 +4%
GL
269
Gerber LLC
Ohio
$1.2M +$1.11M +7,103 New
KPWS
270
Kestra Private Wealth Services
Texas
$1.17M +$526K +3,370 +94%
CHA
271
Carmichael Hill & Associates
Maryland
$1.15M +$143K +914 +15%
VWA
272
Visionary Wealth Advisors
Illinois
$1.15M +$1.41K +9 +0.1%
PAS
273
Park Avenue Securities
New York
$1.14M -$331K -2,121 -24%
RCA
274
Ranch Capital Advisors
Florida
$1.13M +$29.7K +190 +3%
SWA
275
Stratos Wealth Advisors
Ohio
$1.11M +$379K +2,429 +58%

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.