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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 %
BEI
2651
Benjamin Edwards Inc
Missouri
$215K -$5.31K -13 -2%
ACS
2652
Archford Capital Strategies
Illinois
$215K -$20.5K -50 -9%
FIM
2653
Fernwood Investment Management
Massachusetts
$215K +$215K +1,858 New
TCOTS
2654
Trust Company of the South
North Carolina
$214K +$214K +522 New
BCAM
2655
Boston Common Asset Management
Massachusetts
$213K +$213K +519 New
PC
2656
Port Capital
Illinois
$213K +$213K +521 New
S
2657
Syntrinsic
Colorado
$212K
BG
2658
Benedetti & Gucer
Georgia
$212K +$212K +518 New
JC
2659
Jacobs & Co
California
$212K +$212K +520 New
BFC
2660
Bedel Financial Consulting
Indiana
$211K +$211K +514 New
FWIA
2661
Fort Washington Investment Advisors
Ohio
$210K +$210K +513 New
TFA
2662
Tobias Financial Advisors
Florida
$210K +$210K +512 New
SPAS
2663
Spectrum Planning & Advisory Services
California
$209K +$209K +510 New
WBG
2664
Wharton Business Group
Pennsylvania
$209K +$209K +511 New
BFPW
2665
BOK Financial Private Wealth
Colorado
$209K +$47.1K +115 +29%
SC
2666
Shearwater Capital
Colorado
$207K +$207K +505 New
LA
2667
Lynch & Associates
Indiana
$207K +$207K +505 New
SPIA
2668
Strategic Point Investment Advisors
Rhode Island
$206K +$206K +504 New
TIM
2669
Tevis Investment Management
Texas
$206K +$206K +504 New
BMO
2670
Beck Mack & Oliver
New York
$205K -$41K -100 -17%
FTIS
2671
First Trust Investment Solutions
Florida
$205K +$205K +500 New
MWM
2672
MorganRosel Wealth Management
Colorado
$205K +$205K +500 New
GAM
2673
Gould Asset Management
California
$205K +$205K +500 New
KFS
2674
Kelly Financial Services
Massachusetts
$205K -$5.73K -14 -3%
WF
2675
Wayfinding Financial
Washington
$204K +$204K +500 New