We are live on ! Find out more
QQQM icon

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
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$27.6M +$14.6M +93,286 +132%
SPWG
52
Syntegra Private Wealth Group
Missouri
$27.1M +$172K +1,102 +0.7%
TFA
53
Tobias Financial Advisors
Florida
$26.3M +$862K +5,521 +4%
VCM
54
Verde Capital Management
Michigan
$25.9M -$2.46M -15,744 -9%
EC
55
EdgeRock Capital
Colorado
$25.1M -$1.76M -11,250 -7%
LWIC
56
Leith Wheeler Investment Counsel
British Columbia, Canada
$25M -$1.14M -7,309 -5%
AAS
57
Avantax Advisory Services
Texas
$24M +$632K +4,044 +3%
Fidelity International
58
Fidelity International
Bermuda
$23.7M -$149K -954 -0.7%
JP Morgan Chase
59
JP Morgan Chase
New York
$23.4M +$5.89M +37,744 +37%
WWM
60
Western Wealth Management
Colorado
$22.5M +$1.55M +9,949 +8%
BDWCC
61
B&D White Capital Company
Texas
$21.8M +$41.2K +264 +0.2%
DWM
62
Denver Wealth Management
Colorado
$21.7M +$347K +2,219 +2%
Truist Financial
63
Truist Financial
North Carolina
$21.4M +$3.38M +21,617 +20%
SWM
64
Sanctuary Wealth Management
Idaho
$21M +$19.4M +124,409 +191,398%
LPAM
65
Lodestar Private Asset Management
California
$20.2M +$240K +1,538 +1%
CPSAC
66
Chas P. Smith & Associates (CPS)
Florida
$19.7M +$948K +6,073 +5%
GCIM
67
Gunn & Company Investment Management
Florida
$19.7M +$17.1M +109,205 +1,413%
PA
68
Parkside Advisors
California
$19.2M +$270K +1,729 +2%
HWM
69
Horizon Wealth Management
Illinois
$19.1M -$1.85M -11,864 -9%
GWSA
70
Global Wealth Strategies & Associates
Colorado
$17.4M +$9.37M +59,993 +139%
ACA
71
Aptus Capital Advisors
Alabama
$17.2M +$15.2M +97,382 +2,014%
WMWM
72
Whitaker-Myers Wealth Managers
Ohio
$17.2M +$3.9M +24,984 +32%
FPGK
73
Financial Partners Group (Kansas)
Kansas
$17.2M +$987K +6,318 +7%
DOA
74
D'Orazio & Associates
Virginia
$17.1M +$9.39M +60,096 +145%
GIA
75
Gladstone Institutional Advisory
Florida
$17M -$25.4M -162,355 -62%

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.