We are live on ! Find out more
QQQM icon

Invesco NASDAQ 100 ETF

301 hedge funds and large institutions have $2.46B invested in Invesco NASDAQ 100 ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 29

162% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $4.9M

56% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 77

33% more capital invested

Capital invested by funds: $1.85B → $2.46B (+$614M)

17% more funds holding

Funds holding: 258301 (+43)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

0.27% more ownership

Funds ownership: 42.78%43.05% (+0.27%)

Holders
301
Holders Change
+43
Holders Change %
+16.67%
% of All Funds
4.84%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.43%
New
77
Increased
120
Reduced
77
Closed
29
Calls
$12.8M
Puts
$4.9M
Net Calls
+$7.92M
Net Calls Change
+$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
LWMG
26
Levy Wealth Management Group
Pennsylvania
$19.8M +$3.35M +29,465 +19%
UBS Group
27
UBS Group
Switzerland
$19.5M +$10M +88,256 +98%
LWIC
28
Leith Wheeler Investment Counsel
British Columbia, Canada
$17.9M +$820K +7,211 +5%
Mariner
29
Mariner
Kansas
$17.3M +$18M +158,194 New
Osaic Holdings
30
Osaic Holdings
Arizona
$17.3M -$37.5M -329,714 -68%
GIA
31
Gladstone Institutional Advisory
Florida
$16.9M +$17.5M +154,060 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$16.3M +$583K +5,124 +4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$16.2M -$1.56M -13,731 -8%
SPWG
34
Syntegra Private Wealth Group
Missouri
$16.2M +$16.9M +148,191 New
VCM
35
Verde Capital Management
Michigan
$16.1M +$973K +8,552 +6%
MML Investors Services
36
MML Investors Services
Massachusetts
$16M +$9.54M +83,859 +134%
RJA
37
Raymond James & Associates
Florida
$15.9M -$708K -6,223 -4%
IC
38
IEQ Capital
California
$15.6M +$1.75M +15,366 +12%
TFA
39
Tobias Financial Advisors
Florida
$14.3M -$3.57M -31,368 -19%
ACM
40
Advance Capital Management
Michigan
$14.2M +$14.8M +129,661 New
D
41
Diversified
Delaware
$13.2M +$6.36M +55,889 +86%
TA
42
TruWealth Advisors
Louisiana
$12.8M +$1.19M +10,469 +10%
AAS
43
Avantax Advisory Services
Texas
$12.2M +$3.94M +34,641 +45%
Fisher Asset Management
44
Fisher Asset Management
Washington
$11.4M -$428K -3,766 -3%
LPAM
45
Lodestar Private Asset Management
California
$11M +$11.4M +100,565 New
DWM
46
Denver Wealth Management
Colorado
$10.9M -$1.45M -12,782 -11%
PA
47
Prism Advisors
California
$10.5M +$4.89M +42,977 +81%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$10.3M +$3.75M +32,958 +54%
BCMIO
49
Beacon Capital Management Inc (Ohio)
Ohio
$10.2M
MM
50
Main Management
California
$10.2M +$10.1M +89,009 +2,141%