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Invesco NASDAQ 100 ETF
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Overview Fund Activity

550 hedge funds and large institutions have $9.85B invested in Invesco NASDAQ 100 ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 246 increasing their positions, 115 reducing their positions, and 19 closing their positions.

Holders
550
Holders Change
+118
Holders Change %
+27.31%
% of All Funds
8.06%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.97%
New
142
Increased
246
Reduced
115
Closed
19
Calls
$25.6M
Puts
$10.5M
Net Calls
+$15M
Net Calls Change
+$8.65M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$599M
2
LPL Financial
2
LPL Financial
California
$844M
3
MD
3
Money Design
Japan
$132M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$227M
5
CAN
5
Cetera Advisor Networks
California
$126M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$190M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$313M
3
CI
3
Clal Insurance
Israel
$483M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$91.9M
5
UID
5
Union Investments & Development
Israel
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
251
Apollon Wealth Management
South Carolina
$1.48M 8,760 -200 -2%
HP
252
Holistic Planning
Texas
$1.45M 8,626 +8,626 New
MCC
253
Money Concepts Capital
Florida
$1.38M 8,207 +1,782 +28%
SB
254
Strategic Blueprint
Georgia
$1.37M 8,118 +8,118 New
GA
255
Goldstein Advisors
Wisconsin
$1.37M 8,116 +361 +5%
LWM
256
Laidlaw Wealth Management
New York
$1.36M 8,072 -897 -10%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$1.34M 7,947 +5,770 +265%
CCFM
258
Clear Creek Financial Management
Washington
$1.32M 7,832 -4,901 -38%
CIAS
259
Capital Investment Advisory Services
North Carolina
$1.3M 7,742 -186 -2%
WIM
260
Westside Investment Management
California
$1.3M 7,733 +2,210 +40%
RA
261
Rockingstone Advisors
Massachusetts
$1.28M 7,610 +2,015 +36%
AFO
262
Arrowroot Family Office
California
$1.27M 7,521 -975 -11%
JIP
263
Jaffetilchin Investment Partners
Florida
$1.26M 7,477 +375 +5%
RWPA
264
Richard W. Paul & Associates
Michigan
$1.26M 7,448 -450 -6%
BOPW
265
Brandywine Oak Private Wealth
Pennsylvania
$1.25M 7,444 +221 +3%
SMC
266
Smith, Moore & Co
Missouri
$1.24M 7,351 +2,884 +65%
CIAS
267
CFS Investment Advisory Services
New Jersey
$1.24M 7,347 +57 +0.8%
SWA
268
Sightline Wealth Advisors
Connecticut
$1.23M 7,269 +280 +4%
GL
269
Gerber LLC
Ohio
$1.2M 7,103 +7,103 New
KPWS
270
Kestra Private Wealth Services
Texas
$1.17M 6,954 +3,370 +94%
CHA
271
Carmichael Hill & Associates
Maryland
$1.15M 6,816 +914 +15%
VWA
272
Visionary Wealth Advisors
Illinois
$1.15M 6,816 +9 +0.1%
PAS
273
Park Avenue Securities
New York
$1.14M 6,740 -2,121 -24%
RCA
274
Ranch Capital Advisors
Florida
$1.13M 6,706 +190 +3%
SWA
275
Stratos Wealth Advisors
Ohio
$1.11M 6,607 +2,429 +58%
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