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Invesco NASDAQ 100 ETF

359 hedge funds and large institutions have $4.78B invested in Invesco NASDAQ 100 ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 151 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $4.77M

216% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 31

94% more capital invested

Capital invested by funds: $2.46B → $4.78B (+$2.32B)

94% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 78

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

19% more funds holding

Funds holding: 301359 (+58)

11.72% more ownership

Funds ownership: 43.05%54.77% (+12%)

Holders
359
Holders Change
+58
Holders Change %
+19.27%
% of All Funds
5.72%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.54%
New
98
Increased
151
Reduced
78
Closed
31
Calls
$26.7M
Puts
$4.77M
Net Calls
+$21.9M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$108K -$85.2K -702 -46%
AF
302
Advisornet Financial
Minnesota
$96.9K
ST
303
Sageworth Trust
Pennsylvania
$86.3K +$79.4K +654 New
Barclays
304
Barclays
United Kingdom
$60.7K
Wells Fargo
305
Wells Fargo
California
$59.6K +$21K +173 +62%
KFI
306
Key Financial Inc
Pennsylvania
$58.9K
TWC
307
TD Waterhouse Canada
Ontario, Canada
$57.5K -$56.8K -468 -52%
BWM
308
Baystate Wealth Management
Massachusetts
$56K +$121 +1 +0.2%
CG
309
Cutler Group
California
$50K -$179K -1,476 -79%
CWAF
310
Core Wealth Advisors (Florida)
Florida
$45.3K -$111K -916 -73%
CAM
311
Chesapeake Asset Management
New York
$41.5K +$38.1K +314 New
National Bank of Canada
312
National Bank of Canada
Quebec, Canada
$40.3K +$32.2K +265 +663%
TC
313
Truvestments Capital
Florida
$38.4K -$24.4K -201 -41%
SIC
314
Salem Investment Counselors
North Carolina
$38.3K
Jones Financial Companies
315
Jones Financial Companies
Missouri
$37.2K +$34.2K +282 New
GWM
316
Geneos Wealth Management
Colorado
$32.3K
BCWM
317
Bartlett & Co Wealth Management
Ohio
$32.2K +$29.6K +244 New
BC
318
Bartlett & Co
Ohio
$32K +$29.6K +244 New
AF
319
Allworth Financial
California
$30.1K +$27.7K +228 New
LFG
320
Larson Financial Group
Missouri
$29.4K +$21.6K +178 +396%
EWA
321
EverSource Wealth Advisors
Alabama
$27.1K
MA
322
Montag & Associates
Georgia
$25.6K
WT
323
Washington Trust
Rhode Island
$24.6K +$3.03K +25 +16%
Commonwealth Equity Services
324
Commonwealth Equity Services
Massachusetts
$24.3K -$6.05M -49,827 -21%
TWA
325
TCI Wealth Advisors
Arizona
$23K +$3.76K +31 +22%