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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 %
TPA
176
Trivium Point Advisory
Connecticut
$1.14M +$1.14M +8,612 New
RFA
177
Resurgent Financial Advisors
Georgia
$1.11M -$43.4K -329 -4%
HWM
178
HB Wealth Management
Georgia
$1.1M +$1.1M +8,367 New
I
179
INVST
Indiana
$1.08M – – –
SPIA
180
Steward Partners Investment Advisory
New York
$1.08M -$1.13M -8,571 -51%
CFA
181
Camarda Financial Advisors
Florida
$1.03M -$30.2K -229 -3%
JPMPWA
182
J.P. Morgan Private Wealth Advisors
California
$1.03M -$3.17M -24,042 -75%
PGWM
183
Pitti Group Wealth Management
New York
$1M +$10.8K +82 +1%
FAIM
184
Financial Advocates Investment Management
Washington
$994K -$3.43K -26 -0.3%
IWC
185
Integrated Wealth Concepts
Massachusetts
$992K +$182K +1,375 +22%
CPC
186
Congress Park Capital
New York
$981K +$410K +3,106 +72%
CIAS
187
CFS Investment Advisory Services
New Jersey
$980K +$12.1K +92 +1%
CAG
188
Csenge Advisory Group
Florida
$959K +$959K +7,264 New
BOPW
189
Brandywine Oak Private Wealth
Pennsylvania
$954K – – –
SWA
190
Sightline Wealth Advisors
Connecticut
$930K -$49.2K -373 -5%
AIP
191
Ahrens Investment Partners
Louisiana
$919K -$793K -6,007 -46%
CI
192
CPR Investments
Michigan
$880K +$880K +6,669 New
MCC
193
Money Concepts Capital
Florida
$872K +$839K +66,924 +2,516%
SWM
194
Spire Wealth Management
Virginia
$850K +$836K +6,333 +5,919%
KWM
195
Keebeck Wealth Management
Illinois
$835K +$9.9K +75 +1%
TC
196
TownSquare Capital
Utah
$808K -$1.62M -12,281 -67%
RCA
197
Ranch Capital Advisors
Florida
$764K +$53.6K +406 +8%
WIM
198
Westside Investment Management
California
$757K +$64.7K +490 +9%
FIM
199
Freedom Investment Management
Connecticut
$737K +$737K +5,586 New
EA
200
Emerald Advisors
Washington
$733K +$107K +807 +17%
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8
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