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Invesco NASDAQ 100 ETF
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Overview Fund Activity

603 hedge funds and large institutions have $10.9B invested in Invesco NASDAQ 100 ETF in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 280 increasing their positions, 154 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
+53
Holders Change %
+9.64%
% of All Funds
8.74%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.12%
New
96
Increased
280
Reduced
154
Closed
38
Calls
$32.8M
Puts
$9.01M
Net Calls
+$23.8M
Net Calls Change
+$8.77M

Top Buyers

1
Invesco
Invesco
Georgia
$1.38B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$191M
3
LPL Financial
LPL Financial
California
$1.04B
4
HCM
Hollencrest Capital Management
California
$75.7M
5
RA
Rational Advisors
New York
$61.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$81M
2
Morgan Stanley
Morgan Stanley
New York
$411M
3
CCMG
Clark Capital Management Group
Pennsylvania
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$125M
5
CI
Clal Insurance
Israel
$464M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
351
PAX Financial Group
Texas
$797K +$101K +553 +15%
FFA
352
Florida Financial Advisors
Florida
$795K -$152K -833 -16%
HSWS
353
Higgins & Schmidt Wealth Strategies
Colorado
$794K -$30.9K -169 -4%
DWM
354
Dakota Wealth Management
Florida
$785K -$2.57M -14,084 -77%
WS
355
Wedbush Securities
California
$752K +$237K +1,296 +46%
PFA
356
Peak Financial Advisors
Colorado
$744K +$17.4K +95 +2%
LA
357
Lane & Associates
New Jersey
$735K +$55K +301 +8%
GWM
358
Greenwich Wealth Management
Connecticut
$734K -$98.9K -541 -12%
Pathstone Holdings
359
Pathstone Holdings
New Jersey
$731K – – –
SW
360
Simplicity Wealth
New Jersey
$730K +$730K +3,995 New
MFGM
361
Marshall Financial Group (Maryland)
Maryland
$729K +$202K +1,104 +38%
DAM
362
Derbend Asset Management
Georgia
$727K +$213K +1,165 +41%
IAIM
363
International Assets Investment Management
Florida
$720K +$298K +1,625 +70%
JFG
364
JDM Financial Group
Texas
$710K +$710K +3,885 New
CI
365
CPR Investments
Michigan
$687K -$85.7K -469 -11%
SMG
366
Smart Money Group
Texas
$686K +$210K +1,203 +44%
IIM
367
InTrack Investment Management
Vermont
$686K -$180K -983 -21%
SAM
368
Secure Asset Management
Michigan
$686K +$7.49K +41 +1%
NPI
369
New Perspectives Inc
Mississippi
$684K +$684K +3,746 New
MC
370
Moors & Cabot
Massachusetts
$684K +$684K +3,746 New
CSB
371
City State Bank
Iowa
$669K +$23.8K +130 +4%
WMA
372
West Michigan Advisors
Michigan
$665K -$43.5K -238 -6%
William Blair & Company
373
William Blair & Company
Illinois
$655K +$633K +3,463 +2,886%
CAG
374
Compass Advisory Group
New York
$650K – – –
TSWM
375
Tyler-Stone Wealth Management
Ohio
$639K +$299K +1,635 +88%
13 14
15
16 17