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Invesco NASDAQ 100 ETF
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Overview Fund Activity

550 hedge funds and large institutions have $9.85B invested in Invesco NASDAQ 100 ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 246 increasing their positions, 115 reducing their positions, and 19 closing their positions.

Holders
550
Holders Change
+118
Holders Change %
+27.31%
% of All Funds
8.06%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.97%
New
142
Increased
246
Reduced
115
Closed
19
Calls
$25.6M
Puts
$10.5M
Net Calls
+$15M
Net Calls Change
+$8.65M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$599M
2
LPL Financial
2
LPL Financial
California
$844M
3
MD
3
Money Design
Japan
$132M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$227M
5
CAN
5
Cetera Advisor Networks
California
$126M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$190M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$313M
3
CI
3
Clal Insurance
Israel
$483M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$91.9M
5
UID
5
Union Investments & Development
Israel
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MWP
326
Madison Wealth Partners
Wisconsin
$748K 4,441 +2,404 +118%
RC
327
Roundview Capital
New Jersey
$746K 4,425 +4,425 New
SWA
328
Strategies Wealth Advisors
Michigan
$722K 4,282 +4,282 New
HWM
329
HB Wealth Management
Georgia
$719K 4,268 -2,056 -33%
CI
330
CPR Investments
Michigan
$713K 4,231 +4,231 New
GWM
331
Geneos Wealth Management
Colorado
$708K 4,198 -2,884 -41%
PTC
332
Private Trust Company
Ohio
$702K 4,167 +551 +15%
Bank of Montreal
333
Bank of Montreal
Ontario, Canada
$696K 4,105 +2,668 +186%
MA
334
Mutual Advisors
Nebraska
$691K 4,101 +1,910 +87%
PFG
335
PAX Financial Group
Texas
$678K 3,808 +3,808 New
SPC
336
Sigma Planning Corp
Michigan
$676K 4,009 -12,193 -75%
Pathstone Holdings
337
Pathstone Holdings
New Jersey
$674K 4,002 +4,002 New
PFA
338
Peak Financial Advisors
Colorado
$671K 3,980 +1,486 +60%
NCFG
339
New Century Financial Group
New Jersey
$663K 3,932 +3,932 New
WMA
340
West Michigan Advisors
Michigan
$653K 3,877 -53 -1%
MFG
341
Merit Financial Group
Georgia
$640K 3,797 +754 +25%
EMAM
342
Encompass More Asset Management
California
$631K 3,745 +3,745 New
HW
343
Hamilton Wealth
California
$630K 3,737 +3,737 New
LA
344
Lane & Associates
New Jersey
$627K 3,720 -429 -10%
SAM
345
Secure Asset Management
Michigan
$626K 3,714 +142 +4%
GAG
346
Goodman Advisory Group
Massachusetts
$608K 3,610 +3,605 +72,100%
CAG
347
Compass Advisory Group
New York
$600K 3,558 – –
CSB
348
City State Bank
Iowa
$595K 3,530 -50 -1%
ACM
349
Advance Capital Management
Michigan
$575K 3,413 -196 -5%
BF
350
BOK Financial
Oklahoma
$572K 3,394 +300 +10%
12 13
14
15 16