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Invesco QQQ Trust

2,941 hedge funds and large institutions have $107B invested in Invesco QQQ Trust in 2024 Q2 according to their latest regulatory filings, with 225 funds opening new positions, 1,345 increasing their positions, 956 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,941
Holders Change
+54
Holders Change %
+1.87%
% of All Funds
42.77%
Holding in Top 10
654
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.87%
% of All Funds
9.51%
New
225
Increased
1,345
Reduced
956
Closed
127
Calls
$128B
Puts
$213B
Net Calls
-$85.3B
Net Calls Change
+$19B
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
2476
Phillips Financial Management
Indiana
$377K
EFG
2477
Everhart Financial Group
Ohio
$375K +$13.9K +29 +4%
BRM
2478
Boston Research & Management
Massachusetts
$375K -$16.3K -34 -4%
BWP
2479
Barlow Wealth Partners
Kentucky
$374K +$96.4K +208 +35%
SWP
2480
Significant Wealth Partners
Illinois
$374K +$374K +780 New
WLPWM
2481
Walled Lake Planning & Wealth Management
Illinois
$373K +$145K +302 +63%
FFBTD
2482
First Financial Bank - Trust Division
Ohio
$372K -$323K -674 -46%
MHR
2483
Matthew Hamilton Rosenberg
$372K
JWM
2484
Janiczek Wealth Management
Colorado
$371K +$251K +523 +209%
MAG
2485
MRA Advisory Group
New Jersey
$370K -$4.79K -10 -1%
OWA
2486
Opal Wealth Advisors
New York
$370K -$157K -327 -30%
LIA
2487
Lynx Investment Advisory
District of Columbia
$370K +$370K +773 New
CAM
2488
Columbia Asset Management
Michigan
$370K +$24.4K +51 +7%
SP
2489
Successful Portfolios
Florida
$370K
MWS
2490
Maxwell Wealth Strategies
California
$369K
FFA
2491
Fortune Financial Advisors
Kansas
$369K +$1.92K +4 +0.5%
ODA
2492
One Degree Advisors
California
$369K +$369K +772 New
NPP
2493
New Potomac Partners
Maryland
$369K
RSA
2494
River Street Advisors
Illinois
$369K +$55.1K +115 +18%
PFP
2495
Paragon Financial Partners
California
$369K +$47.9K +100 +15%
BA
2496
Baugh & Associates
Georgia
$368K -$66.8K -118 -15%
PA
2497
Paragon Advisors
Texas
$368K +$368K +768 New
SFC
2498
SYM Financial Corp
Indiana
$367K -$51.3K -107 -12%
CB
2499
CNB Bank
Pennsylvania
$365K
TC
2500
TAGStone Capital
North Carolina
$365K