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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 %
AIA
2576
AIMZ Investment Advisors
California
$249K -$90.2K -220 -27%
RWA
2577
Rooted Wealth Advisors
Illinois
$249K -$6.41K -15 -3%
TNB
2578
Thomasville National Bank
Georgia
$249K
VCS
2579
Vaughan & Co Securities
New Jersey
$249K +$249K +608 New
SDH
2580
Sloy Dahl & Holst
Washington
$249K
WFMPM
2581
Woodley Farra Manion Portfolio Management
Indiana
$248K
SWRP
2582
Summit Wealth & Retirement Planning
California
$248K +$2.46K +6 +1%
OWM
2583
Opes Wealth Management
California
$248K +$248K +605 New
SFS
2584
Shaker Financial Services
Virginia
$247K -$9.42K -23 -4%
FBT
2585
First Bank & Trust
South Dakota
$247K +$247K +603 New
LIM
2586
Letson Investment Management
Georgia
$247K +$247K +602 New
GFWA
2587
Grey Fox Wealth Advisors
Delaware
$246K +$246K +601 New
FWM
2588
Forza Wealth Management
Florida
$246K -$1.23M -3,000 -83%
BST
2589
Bath Savings Trust
Maine
$246K
1W
2590
1776 Wealth
Georgia
$246K
BWP
2591
Barlow Wealth Partners
Kentucky
$246K +$246K +600 New
WAG
2592
Wiser Advisor Group
Arizona
$245K +$245K +599 New
MC
2593
Matisse Capital
Oregon
$245K
RCG
2594
Resource Consulting Group
Florida
$244K -$61.4K -150 -20%
DCM
2595
Davis Capital Management
Florida
$244K +$244K +595 New
WCM
2596
Weaver Capital Management
Georgia
$243K +$243K +594 New
SDWIA
2597
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$243K +$11.1K +27 +5%
RWM
2598
Revisor Wealth Management
Ohio
$242K -$425K -1,037 -64%
RA
2599
Regis Acquisition
Colorado
$242K
SWM
2600
Seed Wealth Management
Illinois
$242K