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Invesco NASDAQ 100 ETF
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Overview Fund Activity

357 hedge funds and large institutions have $4.78B invested in Invesco NASDAQ 100 ETF in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 151 increasing their positions, 77 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+57
Holders Change %
+19%
% of All Funds
5.71%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.54%
New
97
Increased
151
Reduced
77
Closed
31
Calls
$26.7M
Puts
$4.77M
Net Calls
+$21.9M
Net Calls Change
+$14M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$435M
2
CI
Clal Insurance
Israel
$347M
3
Invesco
Invesco
Georgia
$697M
4
Osaic Holdings
Osaic Holdings
Arizona
$222M
5
CCMG
Clark Capital Management Group
Pennsylvania
$146M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$172M
2
CCM
Connective Capital Management
California
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.35M
4
PI
PFS Investments
Georgia
$111M
5
GA
Goldstein Advisors
Wisconsin
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
151
Oppenheimer & Co
New York
$1.69M +$1.69M +12,837 New
RRA
152
Round Rock Advisors
Connecticut
$1.69M +$120K +907 +8%
JIP
153
Jaffetilchin Investment Partners
Florida
$1.68M -$2.35M -17,838 -58%
FHC
154
First Heartland Consultants
Missouri
$1.61M +$112K +846 +7%
WAM
155
Worth Asset Management
Texas
$1.61M +$1.61M +12,184 New
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$1.59M +$183K +1,384 +13%
BAM
157
Belpointe Asset Management
Nevada
$1.54M +$158K +1,194 +11%
WEG
158
World Equity Group
Illinois
$1.51M +$1.51M +124,796 New
Creative Planning
159
Creative Planning
Kansas
$1.47M -$216K -1,634 -13%
AC
160
ASB Consultores
Florida
$1.44M – – –
PAS
161
Park Avenue Securities
New York
$1.44M +$1.44M +10,907 New
BWL
162
Bogart Wealth LLC
Virginia
$1.42M +$439K +3,328 +45%
RIG
163
RiverFront Investment Group
Virginia
$1.42M -$12.7K -96 -0.9%
TCWM
164
Total Clarity Wealth Management
Illinois
$1.42M +$1.42M +10,761 New
SB
165
Strategic Blueprint
Georgia
$1.39M +$1.39M +10,500 New
LA
166
LexAurum Advisors
Kansas
$1.38M +$443K +3,358 +47%
GA
167
Goldstein Advisors
Wisconsin
$1.36M -$23.1M -175,039 -94%
MF
168
Meridian Financial
Massachusetts
$1.3M +$86.2K +653 +7%
AWM
169
Apollon Wealth Management
South Carolina
$1.27M -$93.7K -710 -7%
SWM
170
Stockman Wealth Management
Montana
$1.24M -$1.18M -8,933 -49%
PWP
171
Perfromance Wealth Partners
Illinois
$1.24M – – –
HKIMG
172
Hutchens & Kramer Investment Management Group
Indiana
$1.21M +$1.21M +9,142 New
CCWM
173
Cassaday & Co Wealth Management
Virginia
$1.18M +$1.18M +8,958 New
CIAS
174
Capital Investment Advisory Services
North Carolina
$1.17M -$1.45K -11 -0.1%
HCM
175
Hollencrest Capital Management
California
$1.15M -$2.8M -21,246 -71%
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