We are live on ! Find out more
QQQM icon

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
JP Morgan Chase
51
JP Morgan Chase
New York
$29.7M +$4.17M +23,601 +17%
IC
52
IEQ Capital
California
$29.5M -$7.1M -40,241 -20%
LWMG
53
Levy Wealth Management Group
Pennsylvania
$29.4M
CA
54
Cetera Advisors
Colorado
$29.3M +$11.8M +66,622 +71%
TFA
55
Tobias Financial Advisors
Florida
$28.5M -$14.6K -83 -0.1%
MFG
56
Marmo Financial Group
Tennessee
$28.4M +$10.1M +57,021 +58%
BHB
57
Bank Hapoalim BM
Israel
$28M +$27M +153,000 New
VCM
58
Verde Capital Management
Michigan
$26.7M -$1.38M -7,791 -5%
EC
59
EdgeRock Capital
Colorado
$26.4M +$492K +2,786 +2%
DWM
60
Denver Wealth Management
Colorado
$25.7M +$2.13M +12,073 +9%
WWM
61
Western Wealth Management
Colorado
$25.4M +$939K +5,321 +4%
FFW
62
Fusion Family Wealth
New York
$25.3M +$13.1M +74,239 +116%
Truist Financial
63
Truist Financial
North Carolina
$24.8M +$1.48M +8,403 +7%
EH
64
Equitable Holdings
New York
$24.1M +$6.26M +35,489 +37%
SAS
65
SMI Advisory Services
Indiana
$23.7M +$23M +130,309 New
CPSAC
66
Chas P. Smith & Associates (CPS)
Florida
$23.4M +$1.94M +10,978 +9%
SW
67
SVB Wealth
Massachusetts
$23.3M +$16.8M +95,176 +294%
BDWCC
68
B&D White Capital Company
Texas
$22.9M -$670K -3,796 -3%
SWM
69
Sanctuary Wealth Management
Idaho
$22.6M -$98.3K -557 -0.4%
HWM
70
Horizon Wealth Management
Illinois
$22.3M +$1.6M +9,058 +8%
LPAM
71
Lodestar Private Asset Management
California
$21.9M +$41.1K +233 +0.2%
DWM
72
Dechtman Wealth Management
Colorado
$20.8M +$5.17M +29,319 +35%
PA
73
Parkside Advisors
California
$20.6M -$217K -1,231 -1%
FPGK
74
Financial Partners Group (Kansas)
Kansas
$20.5M +$1.89M +10,721 +11%
DOA
75
D'Orazio & Associates
Virginia
$20.5M +$1.86M +10,534 +10%

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.