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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
NFSG
476
Newbridge Financial Services Group
Florida
$78.9K -$53.3K -341 -42%
CWP
477
Concord Wealth Partners
Virginia
$77.5K -$9.37K -60 -12%
Barclays
478
Barclays
United Kingdom
$77.5K
KFI
479
Key Financial Inc
Pennsylvania
$75.2K
CWAF
480
Core Wealth Advisors (Florida)
Florida
$72.8K +$13.9K +89 +26%
FWM
481
FSA Wealth Management
Massachusetts
$72K +$66.4K +425 New
PCFFS
482
Pacific Center for Financial Services
California
$71.2K +$156 +1 +0.2%
CAM
483
Chesapeake Asset Management
New York
$70K
HF
484
Halpern Financial
Virginia
$63.1K +$60.1K +385 New
FGAM
485
Financial Gravity Asset Management
Texas
$56.3K +$52.2K +334 New
AWM
486
Ameliora Wealth Management
Switzerland
$50.6K -$46.9K -300 -50%
NSIM
487
North Star Investment Management
Illinois
$50.6K +$46.9K +300 New
TC
488
Truvestments Capital
Florida
$48.5K +$7.96K +51 +22%
FCA
489
FinTrust Capital Advisors
South Carolina
$47.9K
GTAM
490
Global Trust Asset Management
Florida
$47.2K -$7.81K -50 -15%
FCMT
491
Founders Capital Management (Texas)
Texas
$42.3K
WIA
492
Wetzel Investment Advisors
Indiana
$42K +$39.4K +252 New
NP
493
NorthRock Partners
Minnesota
$41.5K +$38.4K +246 New
AA
494
Addison Advisors
Vermont
$41.1K
WT
495
Washington Trust
Rhode Island
$40.6K
RFS
496
Richardson Financial Services
Massachusetts
$40.5K +$37.5K +240 New
PB
497
Pinnacle Bancorp
Nebraska
$39.4K
CFO
498
CVA Family Office
Colorado
$33.7K +$31.2K +200 New
CPG
499
Cornerstone Planning Group
New Jersey
$33K -$47K -301 -61%
MA
500
Montag & Associates
Georgia
$32.7K

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.