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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
HWA
601
Heritage Wealth Advisors
Virginia
$1.28K +$1.24K +7 New
MCM
602
Manchester Capital Management
Vermont
$1.1K +$529 +3 +100%
CTWM
603
Cherry Tree Wealth Management
Minnesota
$914
KFS
604
Kelly Financial Services
Massachusetts
$751 -$525K -2,974 -100%
BFO
605
Biltmore Family Office
North Carolina
$548
BCWM
606
Bartlett & Co Wealth Management
Ohio
$183
FRA
607
Front Row Advisors
California
$183 +$176 +1 New
FFA
608
Frazier Financial Advisors
Ohio
$10
CCMG
609
Clark Capital Management Group
Pennsylvania
-$91.9M -545,165 Closed
UID
610
Union Investments & Development
Israel
-$38.6M -94,195 Closed
N
611
Natixis
France
-$4.05M -24,124 Closed
SWM
612
SigFig Wealth Management
California
-$3.61M -21,416 Closed
MWM
613
Meridian Wealth Management
Kentucky
-$3.59M -21,289 Closed
Renaissance Technologies
614
Renaissance Technologies
New York
-$3.2M -19,000 Closed
CWA
615
Centennial Wealth Advisory
Michigan
-$2.74M -16,239 Closed
PMG
616
ProVise Management Group
Florida
-$2.15M -12,739 Closed
AC
617
ASB Consultores
Florida
-$1.84M -10,912 Closed
Prudential Financial
618
Prudential Financial
New Jersey
-$1.56M -9,281 Closed
NL
619
NWAM LLC
Washington
-$1.54M -9,140 Closed
PAS
620
Park Avenue Securities
New York
-$1.14M -6,740 Closed
PWP
621
Perfromance Wealth Partners
Illinois
-$1.09M -6,457 Closed
IA
622
IFG Advisory
Georgia
-$845K -5,011 Closed
NCFG
623
New Century Financial Group
New Jersey
-$663K -3,932 Closed
RIG
624
Ramiah Investment Group
Wisconsin
-$452K -2,679 Closed
RBFC
625
Roman Butler Fullerton & Co
Missouri
-$433K -2,481 Closed

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.