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Invesco NASDAQ 100 ETF
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Overview Fund Activity

357 hedge funds and large institutions have $4.78B invested in Invesco NASDAQ 100 ETF in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 151 increasing their positions, 77 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+57
Holders Change %
+19%
% of All Funds
5.71%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.54%
New
97
Increased
151
Reduced
77
Closed
31
Calls
$26.7M
Puts
$4.77M
Net Calls
+$21.9M
Net Calls Change
+$14M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$435M
2
CI
2
Clal Insurance
Israel
$347M
3
Invesco
3
Invesco
Georgia
$697M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$222M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$146M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$172M
2
CCM
2
Connective Capital Management
California
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$6.35M
4
PI
4
PFS Investments
Georgia
$111M
5
GA
5
Goldstein Advisors
Wisconsin
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$30.6M +$18.1M +137,454 +145%
PIMJS
27
PKO Investment Management Joint-Stock
Poland
$29M – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$27.2M +$7.57M +57,329 +39%
Mariner
29
Mariner
Kansas
$27.1M +$6.19M +46,897 +30%
GIA
30
Gladstone Institutional Advisory
Florida
$26.3M +$5.96M +45,148 +29%
IC
31
IEQ Capital
California
$25.7M +$6.86M +52,000 +37%
WA
32
Waddell & Associates
Tennessee
$24.9M +$774K +5,864 +3%
AAP
33
Arax Advisory Partners
Colorado
$24.7M -$710K -5,381 -3%
MML Investors Services
34
MML Investors Services
Massachusetts
$24.6M +$5.29M +40,102 +27%
CAN
35
Cetera Advisor Networks
California
$24.1M +$16M +120,971 +197%
LWMG
36
Levy Wealth Management Group
Pennsylvania
$23.9M +$49.1K +372 +0.2%
RJA
37
Raymond James & Associates
Florida
$21.8M +$2.62M +19,859 +14%
LWIC
38
Leith Wheeler Investment Counsel
British Columbia, Canada
$21.6M – – –
VCM
39
Verde Capital Management
Michigan
$20.6M +$1.23M +9,352 +6%
SPWG
40
Syntegra Private Wealth Group
Missouri
$20.5M +$900K +6,820 +5%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$19.7M +$18.8M +142,218 +1,945%
SWP
42
Stratos Wealth Partners
Ohio
$18.7M -$7.27M -55,099 -28%
TA
43
TruWealth Advisors
Louisiana
$17.1M +$1.69M +12,783 +11%
HWM
44
Horizon Wealth Management
Illinois
$16.4M +$15M +113,641 +1,085%
AAS
45
Avantax Advisory Services
Texas
$16.3M +$1.65M +12,474 +11%
DWM
46
Denver Wealth Management
Colorado
$15.4M +$2.23M +16,893 +17%
LPAM
47
Lodestar Private Asset Management
California
$15.3M +$2.01M +15,214 +15%
AWS
48
Atria Wealth Solutions
New York
$14.2M +$7.38M +55,889 +108%
TFA
49
Tobias Financial Advisors
Florida
$13.6M -$3.57M -27,029 -21%
HI
50
Hudock Inc
Pennsylvania
$13.6M +$10.2M +77,621 +309%
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