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Invesco QQQ Trust

2,887 hedge funds and large institutions have $104B invested in Invesco QQQ Trust in 2024 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 1,240 increasing their positions, 1,045 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+62
Holders Change %
+2.19%
% of All Funds
41.85%
Holding in Top 10
642
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.26%
% of All Funds
9.31%
New
232
Increased
1,240
Reduced
1,045
Closed
127
Calls
$121B
Puts
$225B
Net Calls
-$104B
Net Calls Change
-$6.98B
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
2501
Synergy Asset Management
Washington
$329K -$6.66K -15 -2%
HIA
2502
HTG Investment Advisors
Connecticut
$329K
CA
2503
Cullinan Associates
Kentucky
$329K +$329K +740 New
EB
2504
Exchange Bank
California
$328K +$328K +739 New
AP
2505
Aspect Partners
Virginia
$327K
FCM
2506
Firestone Capital Management
Florida
$326K +$326K +735 New
HWMA
2507
Heritage Wealth Management (Arizona)
Arizona
$325K +$325K +733 New
WTFG
2508
Wells Trecaso Financial Group
Ohio
$325K -$39.1K -88 -11%
OW
2509
Olistico Wealth
Oklahoma
$324K +$25.3K +57 +8%
GFA
2510
Gallagher Fiduciary Advisors
Illinois
$324K +$1.78K +4 +0.6%
BHPW
2511
Beverly Hills Private Wealth
California
$324K
EA
2512
Eclectic Associates
California
$322K -$17.3K -39 -5%
SRWM
2513
Shira Ridge Wealth Management
California
$322K -$1.78K -4 -0.5%
ATWA
2514
Arbor Trust Wealth Advisors
Michigan
$321K -$6.59K -15 -2%
OWM
2515
OneAscent Wealth Management
Alabama
$321K -$26.6K -60 -8%
BWA
2516
Blodgett Wealth Advisors
California
$321K +$18.6K +42 +6%
DCM
2517
Davis Capital Management
Florida
$320K +$55.2K +124 +21%
FF
2518
Francis Financial
$319K +$7.99K +18 +3%
HFS
2519
Heritage Financial Services
Massachusetts
$318K -$1.78K -4 -0.6%
RGC
2520
Roberts, Glore & Co
Illinois
$318K -$14.2K -32 -4%
TFF
2521
The Family Firm
Maryland
$318K +$444 +1 +0.1%
FWTB
2522
First Western Trust Bank
Colorado
$317K +$99.5K +224 +46%
VCWA
2523
Vanguard Capital Wealth Advisors
Colorado
$317K
WKSWA
2524
White Knight Strategic Wealth Advisors
New Jersey
$317K
NRG
2525
Nemes Rush Group
Michigan
$316K -$3.55K -8 -1%