We are live on ! Find out more
QQQM icon

Invesco NASDAQ 100 ETF

607 hedge funds and large institutions have $10.9B invested in Invesco NASDAQ 100 ETF in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 282 increasing their positions, 155 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $32.8M | Put options by funds: $9.01M

149% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 39

82% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 155

17% more funds holding in top 10

Funds holding in top 10: 6677 (+11)

11% more capital invested

Capital invested by funds: $9.85B → $10.9B (+$1.07B)

10% more funds holding

Funds holding: 554607 (+53)

5.64% less ownership

Funds ownership: 53.55%47.9% (-5.6%)

Holders
607
Holders Change
+53
Holders Change %
+9.57%
% 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
1.11%
New
97
Increased
282
Reduced
155
Closed
39
Calls
$32.8M
Puts
$9.01M
Net Calls
+$23.8M
Net Calls Change
+$8.77M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
426
CAPTRUST Financial Advisors
North Carolina
$386K +$163K +922 +77%
CT
427
Clearstead Trust
Maine
$385K +$110K +622 +42%
RJT
428
Raymond James Trust
Florida
$381K +$156K +884 +74%
MOS
429
MGO One Seven
Ohio
$377K -$178K -1,006 -33%
FMWA
430
Forvis Mazars Wealth Advisors
Missouri
$375K
CIBC World Market
431
CIBC World Market
Ontario, Canada
$363K +$28.6K +162 +9%
SAI
432
Savvy Advisors Inc
New York
$361K +$349K +1,975 New
GTAM
433
Global Trust Asset Management
Florida
$353K +$291K +1,650 +589%
PCM
434
Parsons Capital Management
Rhode Island
$350K +$338K +1,917 New
PCA
435
Prosperity Capital Advisors
Ohio
$346K +$334K +1,893 New
SEP
436
Southland Equity Partners
Missouri
$342K +$15.9K +90 +5%
AWA
437
Arkadios Wealth Advisors
Georgia
$341K +$13.1K +74 +4%
LFA
438
Longview Financial Advisors
Alabama
$339K +$80.1K +454 +32%
CA
439
Continuum Advisory
Idaho
$338K +$74.8K +424 +29%
GFA
440
Gallagher Fiduciary Advisors
Illinois
$338K +$5.82K +33 +2%
CCWM
441
Correct Capital Wealth Management
Missouri
$335K +$324K +1,834 New
PGWM
442
Pitti Group Wealth Management
New York
$334K
NFA
443
Northwest Financial Advisors
Virginia
$334K +$53.1K +301 +20%
AWM
444
Affinity Wealth Management
Delaware
$331K +$353 +2 +0.1%
SFS
445
Security Financial Services
Indiana
$328K +$317K +1,798 New
RPCONE
446
Retirement Planning Company of New England
Rhode Island
$328K +$61.8K +350 +24%
CFS
447
CRA Financial Services
New Jersey
$327K +$73.2K +415 +30%
PPW
448
Parcion Private Wealth
Washington
$325K +$353 +2 +0.1%
APW
449
Aurora Private Wealth
New Jersey
$321K -$2.29K -13 -0.7%
KDA
450
Kraft Davis & Associates
Missouri
$313K +$63.5K +360 +27%

QQQM Hedge Fund Activity: Q1 2024 in Review

607 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco NASDAQ 100 ETF (QQQM) for Q1 2024, worth a combined $10.9B — up 11% from $9.85B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new QQQM positions and 39 closed out — a net gain of 58 holders — while 282 added to existing stakes and 155 trimmed.

The largest buyer was Invesco, adding an estimated $343M. The largest seller was Envestnet Asset Management, cutting an estimated $250M.

  • 607 institutional investors held Invesco NASDAQ 100 ETF (QQQM) as of Q1 2024, up from 554 in Q4 2023.
  • Funds reported $10.9B of Invesco NASDAQ 100 ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 97 funds opened new Invesco NASDAQ 100 ETF positions in Q1 2024 and 39 closed out, a net change of +58 holders.
  • The largest Invesco NASDAQ 100 ETF buyer in Q1 2024 was Invesco, an estimated $343M added.
  • The largest Invesco NASDAQ 100 ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2024.