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Invesco NASDAQ 100 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
VAG
201
VisionPoint Advisory Group
Texas
$711K +$445K +3,419 +167%
HAS
202
HBW Advisory Services
California
$688K +$19.1K +145 +3%
TA
203
TrueWealth Advisors
Alabama
$687K +$13.7K +104 +2%
IIM
204
InTrack Investment Management
Vermont
$682K +$99.2K +756 +17%
AFO
205
Arrowroot Family Office
California
$664K +$664K +5,030 New
RIA
206
Realta Investment Advisors
Delaware
$651K +$660 +5 +0.1%
RFN
207
Redwood Financial Network
Ohio
$647K +$7K +53 +1%
TCM
208
TD Capital Management
Tennessee
$640K -$25.1K -190 -4%
FHA
209
Flagship Harbor Advisors
Massachusetts
$624K +$40.4K +306 +7%
PPW
210
Parcion Private Wealth
Washington
$621K -$25.5K -193 -4%
KFS
211
Kelly Financial Services
Massachusetts
$605K +$605K +4,583 New
EFS
212
Essex Financial Services
Connecticut
$589K +$10.2K +77 +2%
ACM
213
Advance Capital Management
Michigan
$568K -$16.5M -125,358 -97%
MFG
214
Merit Financial Group
Georgia
$564K -$541K -4,097 -49%
Betterment LLC
215
Betterment LLC
New York
$563K +$23.4K +177 +4%
SFC
216
Strategic Financial Concepts
Texas
$562K +$562K +4,259 New
AFG
217
Atomi Financial Group
New York
$557K +$557K +4,220 New
RA
218
RFG Advisory
Alabama
$556K +$556K +4,216 New
TVAMP
219
Tennessee Valley Asset Management Partners
Tennessee
$544K +$38.3K +290 +8%
Thrivent Financial for Lutherans
220
Thrivent Financial for Lutherans
Minnesota
$527K +$288K +2,218 +121%
DADC
221
D.A. Davidson & Co
Montana
$524K -$70K -530 -12%
WMA
222
West Michigan Advisors
Michigan
$509K -$121K -919 -19%
LA
223
Lane & Associates
New Jersey
$502K +$82.6K +626 +20%
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$502K +$502K +3,799 New
HWP
225
Highline Wealth Partners
California
$496K +$159K +1,207 +47%