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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
WP
326
WealthPLAN Partners
Nebraska
$23K +$21.1K +174 New
SWA
327
SOA Wealth Advisors
New York
$20.7K +$6.19K +51 +48%
CFD
328
Creative Financial Designs
Indiana
$18.4K +$121 +1 +0.7%
RG
329
Retirement Group
California
$17K
FCB
330
First Command Bank
Texas
$16.9K
FCFS
331
First Command Financial Services
Texas
$16.9K
AssetMark Inc
332
AssetMark Inc
California
$16.8K +$15.4K +127 New
TFGT
333
TS Financial Group (TSFG)
Illinois
$15K -$21.8K -180 -62%
SIS
334
Sound Income Strategies
Florida
$14K +$12.9K +106 New
WTC
335
WhitTier Trust Company
Nevada
$13.2K +$12.1K +100 New
TWM
336
Tradition Wealth Management
Minnesota
$12K +$1.94K +16 +21%
CFGS
337
Concourse Financial Group Securities
Alabama
$11.1K +$7.16K +59 +236%
AW
338
Avion Wealth
Texas
$10K
HGERS
339
Householder Group Estate & Retirement Specialist
Arizona
$10K +$8.74K +72 New
GEA
340
Glen Eagle Advisors
New Jersey
$9.9K
SSB
341
Sandy Spring Bank
Maryland
$8.58K
DI
342
Disciplined Investments
Oklahoma
$7.92K +$7.28K +60 New
PA
343
PSI Advisors
Florida
$7.79K +$1.33K +11 +23%
S
344
SignatureFD
Georgia
$6.38K +$364 +3 +7%
OIA
345
Optimum Investment Advisors
Illinois
$5.28K
FDCDDQ
346
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.43K
RCM
347
Raleigh Capital Management
North Carolina
$2.77K
HWA
348
HHM Wealth Advisors
Tennessee
$2.25K +$2.06K +17 New
OLVIG
349
Oliver Lagore Vanvalin Investment Group
Michigan
$2.11K
RBC
350
Roble Belko & Company
Pennsylvania
$2K