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Invesco NASDAQ 100 ETF
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Overview Fund Activity

357 hedge funds and large institutions have $4.78B invested in Invesco NASDAQ 100 ETF in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 151 increasing their positions, 77 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+57
Holders Change %
+19%
% of All Funds
5.71%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.54%
New
97
Increased
151
Reduced
77
Closed
31
Calls
$26.7M
Puts
$4.77M
Net Calls
+$21.9M
Net Calls Change
+$14M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$435M
2
CI
2
Clal Insurance
Israel
$347M
3
Invesco
3
Invesco
Georgia
$697M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$222M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$146M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$172M
2
CCM
2
Connective Capital Management
California
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$6.35M
4
PI
4
PFS Investments
Georgia
$111M
5
GA
5
Goldstein Advisors
Wisconsin
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Advisornet Financial
Minnesota
$96.9K – – –
ST
302
Sageworth Trust
Pennsylvania
$86.3K +$86.3K +654 New
Barclays
303
Barclays
United Kingdom
$61K – – –
Wells Fargo
304
Wells Fargo
California
$59.6K +$22.9K +173 +62%
KFI
305
Key Financial Inc
Pennsylvania
$58.9K – – –
TWC
306
TD Waterhouse Canada
Ontario, Canada
$57.5K -$61.6K -468 -52%
BWM
307
Baystate Wealth Management
Massachusetts
$56K +$132 +1 +0.2%
CG
308
Cutler Group
California
$50K -$194K -1,476 -79%
CWA
309
Core Wealth Advisors
Florida
$45.3K -$121K -916 -73%
National Bank of Canada
310
National Bank of Canada
Quebec, Canada
$40.3K +$35K +265 +663%
TC
311
Truvestments Capital
Florida
$38.4K -$26.5K -201 -41%
SIC
312
Salem Investment Counselors
North Carolina
$38.3K – – –
Jones Financial Companies
313
Jones Financial Companies
Missouri
$37.2K +$37.2K +282 New
GWM
314
Geneos Wealth Management
Colorado
$32.3K – – –
BCWM
315
Bartlett & Co Wealth Management
Ohio
$32.2K +$32.2K +244 New
BC
316
Bartlett & Co
Ohio
$32K +$32K +244 New
AF
317
Allworth Financial
California
$30.1K +$30.1K +228 New
LFG
318
Larson Financial Group
Missouri
$29.4K +$23.5K +178 +396%
EWA
319
EverSource Wealth Advisors
Alabama
$27.1K – – –
MA
320
Montag & Associates
Georgia
$25.6K – – –
WT
321
Washington Trust
Rhode Island
$24.6K +$3.3K +25 +16%
Commonwealth Equity Services
322
Commonwealth Equity Services
Massachusetts
$24.3K -$6.58K -49,827 -21%
TWA
323
TCI Wealth Advisors
Arizona
$23K +$4.1K +31 +22%
WP
324
WealthPLAN Partners
Nebraska
$23K +$23K +174 New
SWA
325
SOA Wealth Advisors
New York
$20.7K +$6.72K +51 +48%
11 12
13
14 15