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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 %
FIM
2526
Fernwood Investment Management
Massachusetts
$316K -$509K -1,147 -62%
AAIM
2527
Asset Advisors Investment Management
Georgia
$316K
MWP
2528
MYCIO Wealth Partners
Pennsylvania
$315K
LAM
2529
Lakewood Asset Management
Illinois
$315K
GJIA
2530
Glass Jacobson Investment Advisors
Maryland
$315K -$3.11K -7 -1%
WTB
2531
Washington Trust Bank
Washington
$314K +$7.1K +16 +2%
KFP
2532
KMG Fiduciary Partners
Ohio
$313K
SCM
2533
Shapiro Capital Management
Georgia
$312K
CTWM
2534
Cherry Tree Wealth Management
Minnesota
$312K +$444 +1 +0.1%
MGIA
2535
Matthew Goff Investment Advisor
Texas
$311K +$17.3K +39 +6%
OF
2536
Outfitter Financial
Maine
$310K +$310K +699 New
TCOTS
2537
Trust Company of the South
North Carolina
$310K +$78.1K +176 +34%
GWP
2538
Gen-Wealth Partners
Michigan
$310K +$310K +698 New
LCGC
2539
Legacy Capital Group California
California
$309K +$309K +696 New
KW
2540
KWB Wealth
California
$309K -$58.6K -132 -16%
GCM
2541
Gunderson Capital Management
South Carolina
$307K -$10.7K -24 -3%
PWA
2542
Primoris Wealth Advisors
Florida
$307K -$7.99K -18 -3%
AC
2543
Addison Capital
Pennsylvania
$306K +$306K +690 New
TTWM
2544
TCV Trust & Wealth Management
Virginia
$306K +$306K +689 New
PAMG
2545
Patton Albertson Miller Group
Tennessee
$306K +$4K +9 +1%
VCM
2546
Vivaldi Capital Management
Illinois
$306K +$1.33K +3 +0.4%
NC
2547
NBW Capital
Massachusetts
$305K -$343K -772 -53%
BWIA
2548
Bryant Woods Investment Advisors
New York
$304K
FWM
2549
FSA Wealth Management
Massachusetts
$304K -$68.8K -155 -18%
QWP
2550
Quotient Wealth Partners
Texas
$304K +$14.6K +33 +5%