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Invesco NASDAQ 100 ETF
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Overview Fund Activity

432 hedge funds and large institutions have $7.84B invested in Invesco NASDAQ 100 ETF in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 199 increasing their positions, 124 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+29
Holders Change %
+7.2%
% of All Funds
6.89%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.85%
New
69
Increased
199
Reduced
124
Closed
34
Calls
$22.5M
Puts
$16.2M
Net Calls
+$6.39M
Net Calls Change
-$12.5M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$135M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$131M
3
Osaic Holdings
Osaic Holdings
Arizona
$358M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$189M
5
LPL Financial
LPL Financial
California
$572M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$326M
2
FCAS
First Command Advisory Services
Texas
$740M
3
Invesco
Invesco
Georgia
$778M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$426M
5
ETC
Exchange Traded Concepts
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
326
Archer Investment Corporation
Indiana
$328K – – –
BWM
327
BlackDiamond Wealth Management
New York
$326K -$300K -2,091 -48%
MA
328
Mutual Advisors
Nebraska
$323K +$323K +2,191 New
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$321K +$198K +1,344 +161%
MWP
330
Madison Wealth Partners
Wisconsin
$300K – – –
TC
331
Trilogy Capital
California
$297K -$13.6K -92 -4%
EK
332
Evensky & Katz
Florida
$287K +$287K +1,946 New
CIBC World Market
333
CIBC World Market
Ontario, Canada
$269K – – –
HSBC Holdings
334
HSBC Holdings
United Kingdom
$267K -$412K – –
AWM
335
Affinity Wealth Management
Delaware
$266K +$266K +1,807 New
PPW
336
Parcion Private Wealth
Washington
$263K -$5.31K -36 -2%
CW
337
CreativeOne Wealth
Kansas
$259K -$84.3K -572 -25%
NCM
338
Next Capital Management
New York
$257K -$24K -163 -9%
BSW
339
Buckingham Strategic Wealth
Missouri
$253K -$295 -2 -0.1%
CFG
340
Citizens Financial Group
Rhode Island
$246K +$56.9K +386 +30%
SEP
341
Southland Equity Partners
Missouri
$236K +$236K +1,600 New
RAG
342
RIA Advisory Group
Iowa
$232K +$6.78K +46 +3%
IPW
343
Impact Partnership Wealth
Georgia
$230K +$157K +1,068 +216%
KWA
344
Kingswood Wealth Advisors
California
$229K +$229K +1,551 New
MAWAG
345
Mid-American Wealth Advisory Group
Missouri
$222K -$2.93M -19,440 -93%
Bank of Montreal
346
Bank of Montreal
Ontario, Canada
$221K -$595K -3,868 -73%
JWCA
347
J.W. Cole Advisors
Florida
$218K +$7.96K +54 +4%
TSWM
348
Tyler-Stone Wealth Management
Ohio
$214K +$8.83K +60 +4%
MA
349
MONECO Advisors
Connecticut
$212K +$212K +1,440 New
BW
350
BIP Wealth
Georgia
$208K +$208K +1,413 New
12 13
14
15 16