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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 %
BBL
2676
Beck Bode LLC
Massachusetts
$203K +$203K +496 New
CBT
2677
CoreFirst Bank & Trust
Kansas
$203K -$65.9K -161 -25%
GWM
2678
Grand Wealth Management
Michigan
$202K +$202K +494 New
LWP
2679
LMG Wealth Partners
Louisiana
$202K +$202K +494 New
TWM
2680
TriaGen Wealth Management
California
$202K +$202K +493 New
CC
2681
Constitution Capital
Connecticut
$202K +$202K +493 New
FWTB
2682
First Western Trust Bank
Colorado
$201K +$201K +491 New
SP
2683
Stonebrook Private
Michigan
$201K +$201K +491 New
APW
2684
Axim Planning & Wealth
Ohio
$201K +$201K +490 New
HI
2685
Hendershot Investments
Virginia
$195K
EWP
2686
Elevation Wealth Partners
California
$188K
HGA
2687
Hobbs Group Advisors
South Carolina
$182K +$182K +445 New
DWA
2688
Dougherty Wealth Advisers
Minnesota
$180K -$1.64K -4 -0.9%
CIR
2689
Clear Investment Research
Georgia
$177K -$2.05K -5 -1%
CHAM
2690
Clear Harbor Asset Management
Connecticut
$174K +$174K +426 New
FBC
2691
Fairfield, Bush & Co
Connecticut
$174K +$174K +426 New
SWM
2692
Sanctuary Wealth Management
Idaho
$172K +$129K +314 +293%
QCG
2693
Quadrant Capital Group
Ohio
$172K +$36K +88 +27%
IA
2694
IFS Advisors
Kansas
$170K
MRCM
2695
M&R Capital Management
New Jersey
$169K
PFA
2696
Pathway Financial Advisers
Indiana
$168K -$27.8K -68 -14%
GI
2697
GAMMA Investing
California
$167K +$167K +400 New
EWM
2698
Evermay Wealth Management
Virginia
$166K
GG
2699
Gleason Group
Kentucky
$164K -$31.5K -77 -16%
CSB
2700
City State Bank
Iowa
$161K