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Invesco QQQ Trust

3,028 hedge funds and large institutions have $103B invested in Invesco QQQ Trust in 2024 Q3 according to their latest regulatory filings, with 229 funds opening new positions, 1,281 increasing their positions, 1,098 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,028
Holders Change
+87
Holders Change %
+2.96%
% of All Funds
43.8%
Holding in Top 10
631
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-3.52%
% of All Funds
9.13%
New
229
Increased
1,281
Reduced
1,098
Closed
100
Calls
$115B
Puts
$225B
Net Calls
-$110B
Net Calls Change
-$24.4B
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
2526
Lakeridge Wealth Management
Ohio
$390K
BHWM
2527
Beaird Harris Wealth Management
Texas
$390K -$29.3K -60 -7%
CAM
2528
Columbia Asset Management
Michigan
$387K +$9.77K +20 +3%
WJA
2529
Willis Johnson & Associates
Texas
$387K +$387K +793 New
TFA
2530
Tobias Financial Advisors
Florida
$386K +$130K +266 +51%
BTW
2531
Boston Trust Walden
Massachusetts
$384K
PFM
2532
Phillips Financial Management
Indiana
$384K
BWIA
2533
Bryant Woods Investment Advisors
New York
$383K
SCM
2534
Stordahl Capital Management
Colorado
$383K -$394K -819 -51%
HFS
2535
Heritage Financial Services
Massachusetts
$382K +$38.6K +79 +11%
GBT
2536
Grove Bank & Trust
Florida
$382K +$55.2K +113 +17%
AF
2537
Aviso Financial
Ontario, Canada
$382K +$132K +270 +53%
BWP
2538
Baldwin Wealth Partners
Massachusetts
$380K -$102K -210 -21%
OSNBOA
2539
Old Second National Bank of Aurora
Illinois
$380K +$14.2K +29 +4%
SFC
2540
SYM Financial Corp
Indiana
$380K +$6.34K +13 +2%
CF
2541
Convergence Financial
Missouri
$380K +$380K +778 New
MWS
2542
Maxwell Wealth Strategies
California
$379K
OBWP
2543
O'Brien Wealth Partners
Massachusetts
$379K +$379K +777 New
FFBTD
2544
First Financial Bank - Trust Division
Ohio
$379K
OFS
2545
Oldfather Financial Services
Nebraska
$379K -$347K -710 -48%
PTC
2546
Philadelphia Trust Company
Pennsylvania
$379K -$12.2K -25 -3%
LIA
2547
Lynx Investment Advisory
District of Columbia
$378K +$488 +1 +0.1%
LF
2548
Lantz Financial
Illinois
$377K +$159K +326 +73%
TC
2549
TAGStone Capital
North Carolina
$377K +$5.38K +11 +1%
MAG
2550
MRA Advisory Group
New Jersey
$377K -$488 -1 -0.1%