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Invesco NASDAQ 100 ETF

607 hedge funds and large institutions have $10.9B invested in Invesco NASDAQ 100 ETF in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 282 increasing their positions, 155 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $32.8M | Put options by funds: $9.01M

149% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 39

82% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 155

17% more funds holding in top 10

Funds holding in top 10: 6677 (+11)

11% more capital invested

Capital invested by funds: $9.85B → $10.9B (+$1.07B)

10% more funds holding

Funds holding: 554607 (+53)

5.64% less ownership

Funds ownership: 53.55%47.9% (-5.6%)

Holders
607
Holders Change
+53
Holders Change %
+9.57%
% of All Funds
8.74%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.11%
New
97
Increased
282
Reduced
155
Closed
39
Calls
$32.8M
Puts
$9.01M
Net Calls
+$23.8M
Net Calls Change
+$8.77M
Name Holding Trade Value Shares
Change
Change in
Stake
AWG
276
Altus Wealth Group
Colorado
$1.48M +$917K +5,198 +179%
RA
277
Rockingstone Advisors
Massachusetts
$1.46M +$63.5K +360 +5%
GA
278
Goldstein Advisors
Wisconsin
$1.43M -$52.1K -295 -4%
KPWS
279
Kestra Private Wealth Services
Texas
$1.41M +$136K +773 +11%
GM
280
GeoWealth Management
Illinois
$1.4M +$562K +3,186 +71%
SL
281
SWMG LLC
Texas
$1.38M +$274K +1,555 +26%
AFO
282
Arrowroot Family Office
California
$1.37M -$3.53K -20 -0.3%
CIAS
283
Capital Investment Advisory Services
North Carolina
$1.36M -$50.7K -287 -4%
BOPW
284
Brandywine Oak Private Wealth
Pennsylvania
$1.36M
Mercer Global Advisors
285
Mercer Global Advisors
Colorado
$1.34M +$320K +1,814 +33%
SWA
286
Sightline Wealth Advisors
Connecticut
$1.33M +$1.59K +9 +0.1%
JWCA
287
J.W. Cole Advisors
Florida
$1.31M +$694K +3,935 +121%
CPP
288
Capasso Planning Partners
South Carolina
$1.31M +$260K +1,476 +26%
UAG
289
United Advisor Group
Ohio
$1.31M +$1.27M +7,173 New
CHA
290
Carmichael Hill & Associates
Maryland
$1.31M +$59.8K +339 +5%
TVAMP
291
Tennessee Valley Asset Management Partners
Tennessee
$1.3M -$902K -5,109 -42%
HP
292
Holistic Planning
Texas
$1.3M -$265K -1,503 -17%
P
293
&Partners
Tennessee
$1.29M +$1.25M +7,081 New
AWM
294
Apollon Wealth Management
South Carolina
$1.27M -$323K -1,831 -21%
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$1.26M +$802K +4,547 +195%
JIP
296
Jaffetilchin Investment Partners
Florida
$1.25M -$109K -620 -8%
RFA
297
Resurgent Financial Advisors
Georgia
$1.25M +$388K +2,200 +47%
RCA
298
Ranch Capital Advisors
Florida
$1.24M +$15.5K +88 +1%
RW
299
Rede Wealth
Virginia
$1.23M +$242K +1,372 +25%
SWA
300
Stratos Wealth Advisors
Ohio
$1.21M

QQQM Hedge Fund Activity: Q1 2024 in Review

607 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco NASDAQ 100 ETF (QQQM) for Q1 2024, worth a combined $10.9B — up 11% from $9.85B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new QQQM positions and 39 closed out — a net gain of 58 holders — while 282 added to existing stakes and 155 trimmed.

The largest buyer was Invesco, adding an estimated $343M. The largest seller was Envestnet Asset Management, cutting an estimated $250M.

  • 607 institutional investors held Invesco NASDAQ 100 ETF (QQQM) as of Q1 2024, up from 554 in Q4 2023.
  • Funds reported $10.9B of Invesco NASDAQ 100 ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 97 funds opened new Invesco NASDAQ 100 ETF positions in Q1 2024 and 39 closed out, a net change of +58 holders.
  • The largest Invesco NASDAQ 100 ETF buyer in Q1 2024 was Invesco, an estimated $343M added.
  • The largest Invesco NASDAQ 100 ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2024.