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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 %
FPW
376
Flagship Private Wealth
Massachusetts
$631K +$631K +3,456 New
ARC
377
Advisor Resource Council
Texas
$612K -$2.35M -13,946 -79%
GWANC
378
Guardian Wealth Advisors (North Carolina)
North Carolina
$608K +$548 +3 +0.1%
ACM
379
Advance Capital Management
Michigan
$603K -$20.1K -110 -3%
EFG
380
Embree Financial Group
Illinois
$590K +$30.3K +166 +5%
VF
381
VitalStone Financial
Texas
$588K +$469K +2,570 +395%
CW
382
CreativeOne Wealth
Kansas
$584K +$584K +3,192 New
CA
383
Cornerstone Advisory
Maryland
$582K -$2.01K -11 -0.3%
PI
384
PFG Investments
New York
$581K +$581K +3,182 New
ECA
385
Elevated Capital Advisors
Utah
$581K +$581K +3,181 New
CCB
386
Cutter & Co Brokerage
Missouri
$566K +$53.9K +295 +11%
RSWM
387
Robertson Stephens Wealth Management
California
$557K +$110K +600 +24%
SC
388
Sepio Capital
Utah
$544K +$544K +2,978 New
APS
389
American Planning Services
Florida
$532K – – –
IF
390
Intrua Financial
Texas
$513K -$4.93M -27,004 -91%
RWM
391
Ritholtz Wealth Management
New York
$510K -$2.74K -15 -0.5%
HW
392
Hamilton Wealth
California
$510K -$173K -947 -25%
Bank of Montreal
393
Bank of Montreal
Ontario, Canada
$509K -$242K -1,324 -32%
CWM
394
Cabot Wealth Management
Massachusetts
$506K – – –
AWM
395
Axxcess Wealth Management
California
$504K +$272K +1,489 +117%
AA
396
AlphaCentric Advisors
Puerto Rico
$501K -$1.78M -9,738 -78%
MLM
397
Mount Lucas Management
Pennsylvania
$501K -$1.11M -6,068 -69%
TFG
398
Taylor Financial Group
Virginia
$494K +$37.5K +205 +8%
P8IP
399
Pier 88 Investment Partners
California
$493K +$493K +2,700 New
TC
400
Trilogy Capital
California
$483K +$114K +626 +31%
14 15
16
17 18