We are live on ! Find out more
QQQM icon

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
TFS
101
Thoroughbred Financial Services
Tennessee
$12.2M +$2.34M +14,954 +26%
Fisher Asset Management
102
Fisher Asset Management
Washington
$12.2M -$716K -4,584 -6%
ELI
103
Empire Life Investments
Ontario, Canada
$11.9M +$11M +70,400 New
Stifel Financial
104
Stifel Financial
Missouri
$11.6M +$510K +3,264 +5%
IMC Chicago
105
IMC Chicago
Illinois
$11.6M +$10.7M +68,637 New
SWP
106
Stratos Wealth Partners
Ohio
$11.3M -$12.6M -80,986 -55%
Citadel Advisors
107
Citadel Advisors
Florida
$11.1M +$9.47M +60,621 +1,107%
SWM
108
Solano Wealth Management
California
$11.1M +$730K +4,675 +8%
MA
109
Modus Advisors
Minnesota
$11M +$64.5K +413 +0.6%
SWM
110
StoneCrest Wealth Management
Arizona
$10.8M +$10M +64,210 New
FFW
111
Fusion Family Wealth
New York
$10.8M +$5.61M +35,903 +127%
WWM
112
WJ Wealth Management
Arizona
$10.7M +$1.2M +7,657 +14%
WC
113
Waterloo Capital
Texas
$10.6M +$1.27M +8,150 +15%
SIC
114
Sterling Investment Counsel
New York
$10.2M -$2.08M -13,334 -18%
AP
115
Advisors Preferred
Maryland
$10.1M +$6.76M +43,300 +243%
RPCA
116
Running Point Capital Advisors
California
$9.93M +$5.79M +37,072 +170%
MFG
117
Monumental Financial Group
Maryland
$9.55M +$654K +4,189 +8%
SPG
118
Strategic Planning Group
Utah
$9.53M +$8.83M +56,567 New
HAIM
119
Hunter Associates Investment Management
Pennsylvania
$9.31M +$113K +722 +1%
SPIA
120
Steward Partners Investment Advisory
New York
$9.09M +$5.42M +34,725 +181%
TFA
121
Transamerica Financial Advisors
Florida
$8.97M +$394K +2,521 +5%
EWMCB
122
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.52M -$1.5M -9,603 -16%
CA
123
CoreCap Advisors
Michigan
$8.5M +$5.58M +35,707 +242%
OCM
124
One Capital Management
California
$8.41M -$688K -4,405 -8%
MSFS
125
Main Street Financial Solutions
Pennsylvania
$7.61M +$758K +4,852 +12%

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.