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Invesco NASDAQ 100 ETF

554 hedge funds and large institutions have $9.85B invested in Invesco NASDAQ 100 ETF in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 246 increasing their positions, 117 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

694% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 18

143% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $10.5M

110% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 117

28% more funds holding

Funds holding: 434554 (+120)

26% more capital invested

Capital invested by funds: $7.84B → $9.85B (+$2.01B)

25% more funds holding in top 10

Funds holding in top 10: 5366 (+13)

1.33% less ownership

Funds ownership: 54.87%53.55% (-1.3%)

Holders
554
Holders Change
+120
Holders Change %
+27.65%
% of All Funds
8.08%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.96%
New
143
Increased
246
Reduced
117
Closed
18
Calls
$25.6M
Puts
$10.5M
Net Calls
+$15M
Net Calls Change
+$8.65M
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
426
Consolidated Portfolio Review Corp
New York
$266K +$247K +1,581 New
IPW
427
Impact Partnership Wealth
Georgia
$263K
IFG
428
Independent Financial Group
California
$258K +$239K +1,531 New
NFA
429
Northwest Financial Advisors
Virginia
$258K +$239K +1,529 New
SC
430
Soundwatch Capital
Connecticut
$256K +$19.4K +124 +9%
PFGIA
431
Patriot Financial Group Insurance Agency
Massachusetts
$255K +$22K +141 +10%
SS
432
Sunbelt Securities
Texas
$252K +$230K +1,475 +6,705%
CT
433
Clearstead Trust
Maine
$250K +$27K +173 +13%
CGA
434
Crescent Grove Advisors
Illinois
$248K +$230K +1,471 New
RPCONE
435
Retirement Planning Company of New England
Rhode Island
$244K +$226K +1,447 New
CA
436
Continuum Advisory
Idaho
$243K -$241K -1,545 -52%
LFA
437
Longview Financial Advisors
Alabama
$237K +$219K +1,404 New
KDA
438
Kraft Davis & Associates
Missouri
$236K +$211K +1,354 New
SP
439
SIH Partners
Delaware
$233K +$216K +1,380 New
CIA
440
Concurrent Investment Advisors
Florida
$232K +$215K +1,376 New
CFS
441
CRA Financial Services
New Jersey
$232K +$781 +5 +0.4%
CPIG
442
Chicago Partners Investment Group
Illinois
$231K +$206K +1,318 New
CAM
443
Columbia Asset Management
Michigan
$229K +$212K +1,360 New
RWP
444
Ridgecrest Wealth Partners
California
$228K +$211K +1,354 New
SC
445
Savant Capital
Illinois
$225K +$208K +1,335 New
RIA
446
Regal Investment Advisors
Michigan
$222K +$206K +1,316 New
DW
447
Durante & Waters
New York
$219K +$203K +1,300 New
SWM
448
Stockman Wealth Management
Montana
$219K -$566K -3,625 -74%
LFAS
449
Level Four Advisory Services
Texas
$218K +$202K +1,296 New
EWP
450
Engrave Wealth Partners
Texas
$217K +$201K +1,289 New

QQQM Hedge Fund Activity: Q4 2023 in Review

554 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco NASDAQ 100 ETF (QQQM) for Q4 2023, worth a combined $9.85B — up 26% from $7.84B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new QQQM positions and 18 closed out — a net gain of 125 holders — while 246 added to existing stakes and 117 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $330M. The largest seller was Osaic Holdings, cutting an estimated $203M.

  • 554 institutional investors held Invesco NASDAQ 100 ETF (QQQM) as of Q4 2023, up from 434 in Q3 2023.
  • Funds reported $9.85B of Invesco NASDAQ 100 ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 143 funds opened new Invesco NASDAQ 100 ETF positions in Q4 2023 and 18 closed out, a net change of +125 holders.
  • The largest Invesco NASDAQ 100 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $330M added.
  • The largest Invesco NASDAQ 100 ETF seller in Q4 2023 was Osaic Holdings, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2023.