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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
HKIMG
276
Hutchens & Kramer Investment Management Group
Indiana
$1.1M -$461K -2,953 -31%
RFN
277
Redwood Financial Network
Ohio
$1.09M -$45.3K -290 -4%
PWP
278
Perfromance Wealth Partners
Illinois
$1.09M -$128K -818 -11%
TPWA
279
Twin Peaks Wealth Advisors
California
$1.09M +$1.01M +6,443 New
NWM
280
Napa Wealth Management
California
$1.08M +$998K +6,392 New
FPCP
281
Fort Point Capital Partners
California
$1.06M +$978K +6,264 New
PA
282
PSI Advisors
Florida
$1.05M -$67.8K -434 -6%
ACM
283
Avalon Capital Management
California
$1.05M +$969K +6,204 New
AFG
284
Atomi Financial Group
New York
$1.04M -$110K -704 -10%
CG
285
Cutler Group
California
$1.03M +$959K +6,143 New
SL
286
SWMG LLC
Texas
$1.01M +$936K +5,994 New
EA
287
Emerald Advisors
Washington
$1M +$15.3K +98 +2%
EK
288
Evensky & Katz
Florida
$1M +$625K +4,001 +206%
EFS
289
Essex Financial Services
Connecticut
$994K +$172K +1,100 +23%
JCFM
290
JBR Co Financial Management
Oklahoma
$988K +$916K +5,864 New
MHIC
291
Marble Harbor Investment Counsel
Massachusetts
$967K +$62.5K +400 +7%
TCM
292
TD Capital Management
Tennessee
$966K +$42.5K +272 +5%
CPP
293
Capasso Planning Partners
South Carolina
$962K -$28.3K -181 -3%
FFC
294
First Financial Corp
Indiana
$936K +$281K +1,798 +48%
Mercer Global Advisors
295
Mercer Global Advisors
Colorado
$932K +$213K +1,361 +33%
KWA
296
Kingswood Wealth Advisors
California
$930K +$620K +3,970 +256%
TA
297
TrueWealth Advisors
Alabama
$928K +$156 +1 +0%
Betterment LLC
298
Betterment LLC
New York
$926K +$270K +1,729 +46%
NFG
299
Norris Financial Group
South Carolina
$914K -$47.6K -305 -5%
RIA
300
Realta Investment Advisors
Delaware
$910K -$27.6K -177 -3%

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.