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Invesco QQQ Trust

2,825 hedge funds and large institutions have $101B invested in Invesco QQQ Trust in 2023 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,169 increasing their positions, 879 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,825
Holders Change
+307
Holders Change %
+12.19%
% of All Funds
41.41%
Holding in Top 10
634
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+15.69%
% of All Funds
9.29%
New
450
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 %
CS
2626
Crescent Sterling
Louisiana
$231K -$1.64K -4 -0.7%
FNWA
2627
Financial Network Wealth Advisors
Utah
$230K +$230K +563 New
TCM
2628
TD Capital Management
Tennessee
$230K +$11.5K +28 +5%
JJBC
2629
James J. Burns & Company
New York
$229K +$229K +561 New
TVM
2630
True Vision MN
Minnesota
$228K +$228K +557 New
CA
2631
Callahan Advisors
Texas
$228K +$228K +557 New
SCA
2632
Stonebridge Capital Advisors
Minnesota
$227K -$13.5K -33 -6%
BMD
2633
Better Money Decisions
New Mexico
$226K +$226K +552 New
VCM
2634
Versant Capital Management
Arizona
$225K -$10.2K -25 -4%
SA
2635
SL Advisors
New Jersey
$225K +$225K +550 New
HFRG
2636
Houlihan Financial Resource Group
Virginia
$225K +$225K +550 New
AA
2637
Axiom Advisory
California
$225K +$225K +549 New
LWMT
2638
Legacy Wealth Management (Tennessee)
Tennessee
$222K +$222K +543 New
CSC
2639
Caldwell Sutter Capital
California
$222K -$41K -100 -16%
MWM
2640
Marion Wealth Management
Pennsylvania
$221K -$30.7K -75 -12%
AA
2641
Argent Advisors
Louisiana
$221K +$221K +539 New
WJA
2642
Willis Johnson & Associates
Texas
$220K +$220K +538 New
W
2643
WealthCollab
Washington
$220K +$220K +538 New
AAM
2644
Aureus Asset Management
Massachusetts
$220K +$220K +537 New
EFMC
2645
Empire Financial Management Company
New York
$219K +$219K +535 New
LODC
2646
Lanham O'Dell & Company
West Virginia
$219K +$219K +534 New
1WM
2647
1900 Wealth Management
Texas
$219K -$49.1K -120 -18%
CCMG
2648
Clark Capital Management Group
Pennsylvania
$218K -$1.37M -3,349 -86%
SCP
2649
Sivia Capital Partners
California
$218K +$218K +533 New
WCP
2650
Wick Capital Partners
Pennsylvania
$216K +$216K +527 New