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Invesco QQQ Trust

2,824 hedge funds and large institutions have $101B invested in Invesco QQQ Trust in 2023 Q4 according to their latest regulatory filings, with 449 funds opening new positions, 1,169 increasing their positions, 879 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,824
Holders Change
+306
Holders Change %
+12.15%
% of All Funds
41.4%
Holding in Top 10
634
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+15.69%
% of All Funds
9.29%
New
449
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 %
SCM
2501
Shapiro Capital Management
Georgia
$287K
CTWM
2502
Cherry Tree Wealth Management
Minnesota
$287K -$99.2K -242 -26%
BIM
2503
Bridgecreek Investment Management
Oklahoma
$287K
FF
2504
Francis Financial
$287K
EPWM
2505
Essex Private Wealth Management
Massachusetts
$286K
SWP
2506
Significant Wealth Partners
Illinois
$285K +$285K +695 New
WTB
2507
Washington Trust Bank
Washington
$283K -$11.1K -27 -4%
AW
2508
Avion Wealth
Texas
$283K +$23.8K +58 +9%
AA
2509
Auxano Advisors
Washington
$282K +$2.46K +6 +0.9%
EFG
2510
Everhart Financial Group
Ohio
$282K +$282K +688 New
PIFP
2511
Partners in Financial Planning
Virginia
$281K +$410 +1 +0.1%
BWIA
2512
Bryant Woods Investment Advisors
New York
$281K -$41K -100 -13%
BIA
2513
Benchmark Investment Advisors
Illinois
$280K +$2.05K +5 +0.7%
TW
2514
Towerpoint Wealth
California
$279K
ERIM
2515
Eagle Ridge Investment Management
Connecticut
$279K
BWA
2516
Blodgett Wealth Advisors
California
$279K
PAMG
2517
Patton Albertson Miller Group
Tennessee
$278K -$11.5K -28 -4%
PFA
2518
Peak Financial Advisors
Colorado
$278K +$278K +679 New
4WM
2519
4J Wealth Management
Virginia
$278K
BONH
2520
Bank of New Hampshire
New Hampshire
$277K
BSB
2521
Bangor Savings Bank
Maine
$276K
BF
2522
Brooklyn FI
New York
$276K +$11.5K +28 +4%
BB
2523
Burford Brothers
Texas
$276K +$276K +674 New
OW
2524
Olistico Wealth
Oklahoma
$276K +$410 +1 +0.1%
GA
2525
Greenspring Advisors
Maryland
$275K