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Invesco NASDAQ 100 ETF

359 hedge funds and large institutions have $4.78B invested in Invesco NASDAQ 100 ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 151 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $4.77M

216% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 31

94% more capital invested

Capital invested by funds: $2.46B → $4.78B (+$2.32B)

94% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 78

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

19% more funds holding

Funds holding: 301359 (+58)

11.72% more ownership

Funds ownership: 43.05%54.77% (+12%)

Holders
359
Holders Change
+58
Holders Change %
+19.27%
% of All Funds
5.72%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.54%
New
98
Increased
151
Reduced
78
Closed
31
Calls
$26.7M
Puts
$4.77M
Net Calls
+$21.9M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
76
Sharkey, Howes & Javer
Colorado
$6.48M -$159K -1,314 -3%
Stifel Financial
77
Stifel Financial
Missouri
$6.38M -$588K -4,842 -9%
JSW
78
Journey Strategic Wealth
New Jersey
$6.37M +$5.35M +44,109 +1,065%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$6.35M -$36.5M -300,313 -86%
IF
80
Intrua Financial
Texas
$6.35M -$1.29M -10,653 -18%
BDWCC
81
B&D White Capital Company
Texas
$6.31M +$5.8M +47,766 New
Simplex Trading
82
Simplex Trading
Illinois
$6.27M +$5.76M +47,489 New
BFA
83
BMS Financial Advisors
South Dakota
$6.27M +$5.76M +47,482 New
WMWM
84
Whitaker-Myers Wealth Managers
Ohio
$6.12M +$2.24M +18,423 +66%
NA
85
NewEdge Advisors
Louisiana
$5.76M +$3.68M +30,293 +227%
HAIM
86
Hunter Associates Investment Management
Pennsylvania
$5.53M +$2.37M +19,513 +87%
WEPOG
87
Wealth Enhancement & Preservation of GA
Georgia
$5.48M +$1.26M +10,372 +33%
OIA
88
OneDigital Investment Advisors
Kansas
$5.46M -$115K -949 -2%
SWM
89
SigFig Wealth Management
California
$5.39M +$4.96M +40,843 New
Citadel Advisors
90
Citadel Advisors
Florida
$5.34M +$4.87M +40,108 +12,191%
SCM
91
SOL Capital Management
Maryland
$5.15M -$221K -1,821 -4%
KAS
92
Kestra Advisory Services
Texas
$5.11M +$577K +4,752 +14%
JP Morgan Chase
93
JP Morgan Chase
New York
$5.11M +$3.82M +31,474 +436%
TFS
94
Thoroughbred Financial Services
Tennessee
$5.01M -$10.8K -89 -0.2%
TFA
95
Transamerica Financial Advisors
Florida
$4.86M +$292K +2,403 +7%
SWA
96
Sax Wealth Advisors
New Jersey
$4.83M +$2.31M +19,026 +108%
WA
97
WBH Advisory
Maryland
$4.71M +$4.33M +35,703 New
WWM
98
WJ Wealth Management
Arizona
$4.37M +$4.02M +33,088 New
SIAG
99
Safeguard Investment Advisory Group
California
$4.32M -$1.08M -8,905 -21%
HFS
100
Hantz Financial Services
Michigan
$4.32M +$639K +5,261 +19%