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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 %
LWM
2551
Ledge Wealth Management
Minnesota
$263K
AWM
2552
Able Wealth Management
New Jersey
$262K +$262K +640 New
WLPWM
2553
Walled Lake Planning & Wealth Management
Illinois
$262K -$49.1K -120 -16%
EFG
2554
Ehrlich Financial Group
California
$262K +$262K +639 New
BCCM
2555
Bridge Creek Capital Management
Massachusetts
$261K -$4.1K -10 -2%
MCM
2556
Mengis Capital Management
Oregon
$260K -$10.2K -25 -4%
FMII
2557
Farmers & Merchants Investments Inc
Nebraska
$260K -$34.4K -84 -12%
HFM
2558
Harvest Fund Management
China
$259K
FM
2559
Foster & Motley
Ohio
$257K +$257K +628 New
HCA
2560
Horan Capital Advisors
Ohio
$256K
NW
2561
Naviter Wealth
Arkansas
$256K -$167K -408 -40%
SNB
2562
Security National Bank
Nebraska
$254K
CI
2563
Ceera Investments
Texas
$254K -$81.9K -200 -24%
FA
2564
Fagan Associates
New York
$254K
PA
2565
Parkside Advisors
California
$252K -$1.23K -3 -0.5%
SIA
2566
Strategic Investment Advisors
Michigan
$252K +$17.2K +42 +7%
LWA
2567
Lantern Wealth Advisors
New York
$252K +$252K +615 New
FWA
2568
FOCUS Wealth Advisors
Texas
$252K
WA
2569
WealthTrust Axiom
Pennsylvania
$252K
ACA
2570
Atlas Capital Advisors
Wyoming
$252K +$26.2K +64 +12%
BFIC
2571
Bedell Frazier Investment Counselling
California
$251K +$251K +614 New
BFM
2572
Broadview Financial Management
Wisconsin
$251K +$819 +2 +0.3%
MLL
2573
Moody Lynn & Lieberson
Massachusetts
$251K +$251K +612 New
SFS
2574
Solitude Financial Services
Virginia
$250K -$81.9K -200 -25%
HCM
2575
Highlander Capital Management
New Jersey
$250K