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Invesco QQQ Trust

2,825 hedge funds and large institutions have $101B invested in Invesco QQQ Trust in 2023 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,169 increasing their positions, 879 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,825
Holders Change
+307
Holders Change %
+12.19%
% of All Funds
41.41%
Holding in Top 10
634
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+15.69%
% of All Funds
9.29%
New
450
Increased
1,169
Reduced
879
Closed
101
Calls
$120B
Puts
$218B
Net Calls
-$97.3B
Net Calls Change
+$2.18B
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
2476
Provident Wealth Management
Tennessee
$295K
HFS
2477
Heritage Financial Services
Massachusetts
$295K +$46.3K +113 +19%
CAM
2478
Columbia Asset Management
Michigan
$295K +$16.4K +40 +6%
NRG
2479
Nemes Rush Group
Michigan
$295K +$56.9K +139 +24%
RFG
2480
Range Financial Group
Oregon
$295K +$295K +720 New
GCM
2481
Gables Capital Management
Florida
$295K
HPM
2482
Hudson Portfolio Management
New York
$295K +$9.01K +22 +3%
EWMCB
2483
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$294K -$13.9K -34 -5%
SP
2484
Stablepoint Partners
Massachusetts
$294K +$294K +717 New
GCA
2485
Guardian Capital Advisors
Ontario, Canada
$294K +$294K +725 New
GJIA
2486
Glass Jacobson Investment Advisors
Maryland
$293K +$19.2K +47 +7%
BBWA
2487
Bell & Brown Wealth Advisors
California
$293K +$293K +715 New
TFF
2488
The Family Firm
Maryland
$293K +$23.8K +58 +9%
GCM
2489
Gunderson Capital Management
South Carolina
$293K +$8.6K +21 +3%
VCWA
2490
Vanguard Capital Wealth Advisors
Colorado
$293K +$293K +715 New
WKSWA
2491
White Knight Strategic Wealth Advisors
New Jersey
$292K
AAIM
2492
Asset Advisors Investment Management
Georgia
$291K +$291K +711 New
MWP
2493
MYCIO Wealth Partners
Pennsylvania
$291K
LAM
2494
Lakewood Asset Management
Illinois
$291K
PPC
2495
Park Place Capital
Alabama
$291K -$819 -2 -0.3%
PWA
2496
Primoris Wealth Advisors
Florida
$290K +$5.32K +13 +2%
CMP
2497
Coston McIsaac & Partners
Maine
$290K
HR
2498
Howe & Rusling
New York
$290K +$290K +708 New
KFP
2499
KMG Fiduciary Partners
Ohio
$289K
HNWAG
2500
High Net Worth Advisory Group
Florida
$288K -$59.4K -145 -17%