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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
LFG
501
Larson Financial Group
Missouri
$32.7K +$16.6K +106 +120%
CAM
502
Creekmur Asset Management
Illinois
$32.3K +$30K +192 New
RG
503
Retirement Group
California
$31.2K +$3.59K +23 +14%
GI
504
Gradient Investments
Minnesota
$27.1K
Bessemer Group
505
Bessemer Group
New Jersey
$25K
SIS
506
Sound Income Strategies
Florida
$23.8K
SWA
507
SOA Wealth Advisors
New York
$22.8K +$8.28K +53 +65%
MFT
508
Moisand Fitzgerald Tamayo
Florida
$22.1K
FIM
509
FWL Investment Management
Texas
$22.1K
UB
510
UMB Bank
Missouri
$21.1K +$19.5K +125 New
TWM
511
Tradition Wealth Management
Minnesota
$21K +$4.22K +27 +28%
William Blair & Company
512
William Blair & Company
Illinois
$20.2K +$18.7K +120 New
HGERS
513
Householder Group Estate & Retirement Specialist
Arizona
$20K +$3.12K +20 +20%
GEA
514
Glen Eagle Advisors
New Jersey
$18.8K +$5.78K +37 +49%
AW
515
Avion Wealth
Texas
$17K
UIA
516
Ulland Investment Advisors
Minnesota
$17K
WTC
517
WhitTier Trust Company
Nevada
$16.9K
RIM
518
Rockbridge Investment Management
New York
$16.9K +$15.6K +100 New
SRCM
519
Signature Resources Capital Management
California
$16.2K +$15K +96 New
MA
520
MCF Advisors
Kentucky
$13.5K +$12.5K +80 New
JFGIW
521
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K
WP
522
WealthShield Partners
North Carolina
$12.2K +$11.2K +72 New
BEI
523
Benjamin Edwards Inc
Missouri
$12K +$10.9K +70 New
OIA
524
Optimum Investment Advisors
Illinois
$11.1K
CFGS
525
Concourse Financial Group Securities
Alabama
$11.1K -$4.06K -26 -28%

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.