QQQM icon

Invesco NASDAQ 100 ETF
QQQM

Overview Fund Activity

550 hedge funds and large institutions have $9.85B invested in Invesco NASDAQ 100 ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 246 increasing their positions, 115 reducing their positions, and 19 closing their positions.

Holders
550
Holders Change
+118
Holders Change %
+27.31%
% of All Funds
8.07%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.97%
New
142
Increased
246
Reduced
115
Closed
19
Calls
$25.6M
Puts
$10.5M
Net Calls
+$15M
Net Calls Change
+$8.65M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$599M
2
LPL Financial
2
LPL Financial
California
$844M
3
MD
3
Money Design
Japan
$132M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$227M
5
CAN
5
Cetera Advisor Networks
California
$126M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$190M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$313M
3
CI
3
Clal Insurance
Israel
$483M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$91.9M
5
UID
5
Union Investments & Development
Israel
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$27.6M 163,993 +93,286 +132%
SPWG
52
Syntegra Private Wealth Group
Missouri
$27.1M 160,873 +1,102 +0.7%
TFA
53
Tobias Financial Advisors
Florida
$26.3M 156,030 +5,521 +4%
VCM
54
Verde Capital Management
Michigan
$25.9M 153,878 -15,744 -9%
EC
55
EdgeRock Capital
Colorado
$25.1M 141,936 -11,250 -7%
LWIC
56
Leith Wheeler Investment Counsel
British Columbia, Canada
$25M 148,445 -7,309 -5%
AAS
57
Avantax Advisory Services
Texas
$24M 142,106 +4,044 +3%
Fidelity International
58
Fidelity International
Bermuda
$23.7M 140,204 -954 -0.7%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$23.4M 138,782 +37,744 +37%
WWM
60
Western Wealth Management
Colorado
$22.5M 133,606 +9,949 +8%
BDWCC
61
B&D White Capital Company
Texas
$21.8M 129,316 +264 +0.2%
DWM
62
Denver Wealth Management
Colorado
$21.7M 128,491 +2,219 +2%
Truist Financial
63
Truist Financial
North Carolina
$21.4M 127,231 +21,617 +20%
SWM
64
Sanctuary Wealth Management
Idaho
$21M 124,474 +124,409 +191,398%
LPAM
65
Lodestar Private Asset Management
California
$20.2M 119,755 +1,538 +1%
CPSAC
66
Chas P. Smith & Associates (CPS)
Florida
$19.7M 116,935 +6,073 +5%
GCIM
67
Gunn & Company Investment Management
Florida
$19.7M 116,935 +109,205 +1,413%
PA
68
Parkside Advisors
California
$19.2M 114,152 +1,729 +2%
HWM
69
Horizon Wealth Management
Illinois
$19.1M 113,238 -11,864 -9%
GWSA
70
Global Wealth Strategies & Associates
Colorado
$17.4M 103,144 +59,993 +139%
ACA
71
Aptus Capital Advisors
Alabama
$17.2M 102,218 +97,382 +2,014%
WMWM
72
Whitaker-Myers Wealth Managers
Ohio
$17.2M 102,113 +24,984 +32%
FPGK
73
Financial Partners Group (Kansas)
Kansas
$17.2M 101,763 +6,318 +7%
DOA
74
D'Orazio & Associates
Virginia
$17.1M 101,482 +60,096 +145%
GIA
75
Gladstone Institutional Advisory
Florida
$17M 101,132 -162,355 -62%
1 2
3
4 5