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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 %
BWA
2526
Blodgett Wealth Advisors
California
$346K
TFA
2527
Trinity Financial Advisors
Ohio
$345K +$345K +718 New
FF
2528
Francis Financial
$344K
RGC
2529
Roberts, Glore & Co
Illinois
$344K
PFG
2530
Peterson Financial Group
Iowa
$343K -$47.4K -99 -12%
FWTB
2531
First Western Trust Bank
Colorado
$343K
VCWA
2532
Vanguard Capital Wealth Advisors
Colorado
$343K
WTFG
2533
Wells Trecaso Financial Group
Ohio
$342K -$9.58K -20 -3%
WKSWA
2534
White Knight Strategic Wealth Advisors
New Jersey
$341K -$479 -1 -0.1%
FIM
2535
Fernwood Investment Management
Massachusetts
$341K
LAM
2536
Lakewood Asset Management
Illinois
$340K
MWP
2537
MYCIO Wealth Partners
Pennsylvania
$340K
FM
2538
Foster & Motley
Ohio
$340K +$31.2K +65 +10%
LCGC
2539
Legacy Capital Group California
California
$338K +$4.79K +10 +1%
MGIA
2540
Matthew Goff Investment Advisor
Texas
$338K +$2.88K +6 +0.9%
KFP
2541
KMG Fiduciary Partners
Ohio
$338K
OWM
2542
OneAscent Wealth Management
Alabama
$337K -$9.57K -20 -3%
HFS
2543
Heritage Financial Services
Massachusetts
$337K -$6.71K -14 -2%
TCOTS
2544
Trust Company of the South
North Carolina
$334K
RWA
2545
Rooted Wealth Advisors
Illinois
$333K +$38.9K +81 +13%
GWP
2546
Gen-Wealth Partners
Michigan
$333K -$1.44K -3 -0.4%
VCM
2547
Vivaldi Capital Management
Illinois
$331K
GCA
2548
Guardian Capital Advisors
Ontario, Canada
$327K
MWA
2549
MN Wealth Advisors
Kansas
$326K -$62.5K -226 -16%
ERIM
2550
Eagle Ridge Investment Management
Connecticut
$326K