We are live on ! Find out more
QQQM icon

Invesco NASDAQ 100 ETF

405 hedge funds and large institutions have $7.94B invested in Invesco NASDAQ 100 ETF in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 91 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more call options, than puts

Call options by funds: $26.1M | Put options by funds: $7.27M

166% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 29

118% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 91

66% more capital invested

Capital invested by funds: $4.78B → $7.94B (+$3.15B)

47% more funds holding in top 10

Funds holding in top 10: 3450 (+16)

13% more funds holding

Funds holding: 359405 (+46)

3.12% more ownership

Funds ownership: 54.77%57.89% (+3.1%)

Holders
405
Holders Change
+46
Holders Change %
+12.81%
% of All Funds
6.36%
Holding in Top 10
50
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+47.06%
% of All Funds
0.79%
New
77
Increased
198
Reduced
91
Closed
29
Calls
$26.1M
Puts
$7.27M
Net Calls
+$18.9M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
326
J.W. Cole Advisors
Florida
$217K +$198K +1,427 New
AWM
327
Ameliora Wealth Management
Switzerland
$213K +$194K +1,400 New
TSWM
328
Tyler-Stone Wealth Management
Ohio
$212K +$193K +1,395 New
PFGIA
329
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$190K +1,370 New
WEG
330
World Equity Group
Illinois
$206K -$17.1M -123,439 -99%
RWP
331
Ridgecrest Wealth Partners
California
$206K +$187K +1,354 New
RIA
332
Regal Investment Advisors
Michigan
$203K +$185K +1,336 New
CFG
333
Citizens Financial Group
Rhode Island
$195K +$178K +1,283 New
AWM
334
Aspire Wealth Management
Massachusetts
$195K +$19.4K +140 +12%
Citigroup
335
Citigroup
New York
$183K -$15.4K -111 -8%
SWA
336
Sutton Wealth Advisors
Florida
$152K -$1.39K -10 -1%
AF
337
Allworth Financial
California
$151K +$106K +763 +335%
NFSG
338
Newbridge Financial Services Group
Florida
$149K -$29.9K -216 -18%
CT
339
Clearstead Trust
Maine
$145K
CIA
340
Cape Investment Advisory
Georgia
$142K -$15.5K -112 -11%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$127K +$2.22K +16 +2%
FFA
342
Farther Finance Advisors
California
$121K +$108K +783 +7,830%
GTAM
343
Global Trust Asset Management
Florida
$112K +$102K +735 New
CWP
344
Concord Wealth Partners
Virginia
$87.2K -$36K -260 -31%
CPG
345
Cornerstone Planning Group
New Jersey
$86.2K +$78.5K +567 New
FCMT
346
Founders Capital Management (Texas)
Texas
$77.8K +$70.9K +512 New
MA
347
Montag & Associates
Georgia
$75.1K +$41.5K +300 +155%
IPW
348
Impact Partnership Wealth
Georgia
$75.1K +$68.4K +494 New
Barclays
349
Barclays
United Kingdom
$69.9K
KFI
350
Key Financial Inc
Pennsylvania
$67.8K

QQQM Hedge Fund Activity: Q2 2023 in Review

405 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco NASDAQ 100 ETF (QQQM) for Q2 2023, worth a combined $7.94B — up 66% from $4.78B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new QQQM positions and 29 closed out — a net gain of 48 holders — while 198 added to existing stakes and 91 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $915M. The largest seller was Mirae Asset Global Investments, cutting an estimated $75.3M.

  • 405 institutional investors held Invesco NASDAQ 100 ETF (QQQM) as of Q2 2023, up from 359 in Q1 2023.
  • Funds reported $7.94B of Invesco NASDAQ 100 ETF stock for Q2 2023, up 66% quarter-over-quarter.
  • 77 funds opened new Invesco NASDAQ 100 ETF positions in Q2 2023 and 29 closed out, a net change of +48 holders.
  • The largest Invesco NASDAQ 100 ETF buyer in Q2 2023 was First Command Advisory Services, an estimated $915M added.
  • The largest Invesco NASDAQ 100 ETF seller in Q2 2023 was Mirae Asset Global Investments, an estimated $75.3M sold.

Based on aggregated 13F filings for Q2 2023.