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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 %
DP
2526
DDD Partners
Washington
$274K
PFP
2527
Paragon Financial Partners
California
$274K +$274K +669 New
SIS
2528
Strategic Investment Solutions
Illinois
$274K -$7.63M -18,636 -97%
TCWA
2529
Turtle Creek Wealth Advisors
Texas
$274K +$274K +669 New
ECM
2530
EagleClaw Capital Management
Massachusetts
$272K
EWM
2531
Endowment Wealth Management
Wisconsin
$271K +$1.23K +3 +0.5%
SIM
2532
Stratos Investment Management
Ohio
$271K +$271K +661 New
MGIA
2533
Matthew Goff Investment Advisor
Texas
$271K
TFP
2534
Tilia Fiduciary Partners
North Carolina
$270K -$8.6K -21 -3%
WCM
2535
Wallace Capital Management
Texas
$270K +$270K +659 New
FSWA
2536
Financial Synergies Wealth Advisors
Texas
$270K +$2.93K +11 +1%
TWM
2537
Thrive Wealth Management
Pennsylvania
$270K -$410 -1 -0.2%
FBT
2538
First Bankers Trust
Kentucky
$269K -$10.2K -25 -4%
CCA
2539
Criterion Capital Advisors
Tennessee
$268K +$268K +655 New
FC
2540
Fusion Capital
South Carolina
$268K -$27.4K -67 -9%
CWA
2541
Consilium Wealth Advisory
Texas
$267K -$61K -149 -19%
QWP
2542
Quotient Wealth Partners
Texas
$266K +$266K +651 New
VFG
2543
V2 Financial group
Illinois
$266K
LIM
2544
Loudon Investment Management
New Hampshire
$266K
APC
2545
Asset Planning Corporation
Tennessee
$266K +$16K +39 +6%
SA
2546
Sage Advisors
Colorado
$266K +$266K +649 New
AFIA
2547
America First Investment Advisors
Nebraska
$265K
NPF
2548
Norris Perne & French
Michigan
$265K +$25K +61 +10%
WA
2549
WP Advisors
California
$265K +$265K +646 New
BA
2550
Baugh & Associates
Georgia
$264K +$5.32K +13 +2%