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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
SWA
76
Sax Wealth Advisors
New Jersey
$16.8M +$3.48M +22,303 +29%
MFG
77
Marmo Financial Group
Tennessee
$16.6M +$15.4M +98,304 New
HI
78
Hudock Inc
Pennsylvania
$16.6M +$430K +2,751 +3%
EH
79
Equitable Holdings
New York
$16.3M +$2.9M +18,562 +24%
AWC
80
Adamsbrown Wealth Consultants
Kansas
$16M +$880K +5,635 +6%
CA
81
Cetera Advisors
Colorado
$15.8M +$2.61M +16,685 +22%
AWM
82
AAF Wealth Management
Massachusetts
$15.5M +$274K +1,754 +2%
AMCA
83
Arthur M. Cohen & Associates
Illinois
$15.2M +$567K +3,629 +4%
MM
84
Main Management
California
$14.8M +$82.1K +526 +0.6%
EA
85
Echo45 Advisors
California
$14.8M +$718K +4,596 +6%
3F
86
360 Financial
Minnesota
$14.7M +$13.7M +87,478 New
DWM
87
Dechtman Wealth Management
Colorado
$14.2M +$6.67M +42,697 +102%
AA
88
Ancora Advisors
Ohio
$14.2M +$42.8K +274 +0.3%
ICG
89
InterOcean Capital Group
Tennessee
$13.8M +$342K +2,191 +3%
ACP
90
Aveo Capital Partners
Colorado
$13.5M +$4.88M +31,256 +64%
RFS
91
Retirement Financial Solutions
Tennessee
$13.5M +$12.5M +79,860 New
RC
92
Rovin Capital
Arizona
$13.4M -$1.66M -10,605 -12%
JSW
93
Journey Strategic Wealth
New Jersey
$13.2M +$685K +4,387 +6%
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$13M +$525K +3,363 +5%
PA
95
Prism Advisors
California
$12.9M -$1M -6,403 -8%
AWS
96
Atria Wealth Solutions
New York
$12.8M +$2.72M +17,438 +30%
US Bancorp
97
US Bancorp
Minnesota
$12.7M +$1.7M +10,860 +17%
GLA
98
Good Life Advisors
Pennsylvania
$12.4M +$6.75M +43,209 +141%
PS
99
Principal Securities
Iowa
$12.4M +$11.5M +73,827 New
NA
100
NewEdge Advisors
Louisiana
$12.3M +$451K +2,887 +4%

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.