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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
WC
76
Waterloo Capital
Texas
$19.9M +$8.2M +46,439 +74%
GWSA
77
Global Wealth Strategies & Associates
Colorado
$19.6M +$766K +4,339 +4%
GIA
78
Gladstone Institutional Advisory
Florida
$19.5M +$966K +5,474 +5%
ACP
79
Aveo Capital Partners
Colorado
$19.5M +$4.99M +28,275 +35%
MIFH
80
Migdal Insurance & Financial Holdings
Israel
$19.1M +$18.4M +104,357 New
WMWM
81
Whitaker-Myers Wealth Managers
Ohio
$18.6M -$20.1K -114 -0.1%
AWC
82
Adamsbrown Wealth Consultants
Kansas
$18.5M +$1.1M +6,240 +7%
AMCA
83
Arthur M. Cohen & Associates
Illinois
$18.2M +$1.28M +7,277 +8%
AWM
84
AAF Wealth Management
Massachusetts
$17.3M +$467K +2,646 +3%
PCG
85
Prosperity Consulting Group
Maryland
$17.2M +$9.76M +55,274 +142%
3F
86
360 Financial
Minnesota
$17.2M +$1.13M +6,408 +7%
SWM
87
Solano Wealth Management
California
$16.7M +$4.5M +25,486 +39%
CA
88
CoreCap Advisors
Michigan
$16.3M +$6.89M +39,034 +77%
MM
89
Main Management
California
$16.3M +$238K +1,350 +2%
D
90
Diversified
Delaware
$16.2M -$30.6M -173,428 -66%
RFS
91
Retirement Financial Solutions
Tennessee
$16.2M +$1.51M +8,580 +11%
Wells Fargo
92
Wells Fargo
California
$15.9M +$14.9M +84,699 +3,449%
EA
93
Echo45 Advisors
California
$15.9M -$83.5K -473 -0.5%
AA
94
Ancora Advisors
Ohio
$15.8M +$337K +1,910 +2%
AC
95
AMS Capital
Brazil
$15M +$14.7M +83,118 New
SCM
96
SOL Capital Management
Maryland
$14.5M +$6.33M +35,886 +82%
US Bancorp
97
US Bancorp
Minnesota
$14.5M +$719K +4,074 +5%
SWP
98
Stratos Wealth Partners
Ohio
$14.3M +$1.99M +11,293 +17%
IWC
99
Integrated Wealth Concepts
Massachusetts
$13.9M +$7.38M +41,811 +122%
GLA
100
Good Life Advisors
Pennsylvania
$13.9M +$386K +2,188 +3%

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.