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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 %
CI
2701
CX Institutional
Indiana
$161K -$1.08M -2,649 -87%
MTIC
2702
Missouri Trust & Investment Company
Missouri
$159K -$4.1K -10 -3%
JFG
2703
JDM Financial Group
Texas
$158K +$409 +1 +0.3%
HWM
2704
HighMark Wealth Management
Minnesota
$154K
SIC
2705
SJS Investment Consulting
Ohio
$153K
LFA
2706
Level Financial Advisors
New York
$148K -$8.6K -21 -5%
HF
2707
Halpern Financial
Virginia
$146K +$43.4K +109 +42%
BFS
2708
Bare Financial Services
Pennsylvania
$146K +$146K +356 New
TFM
2709
TFC Financial Management
Massachusetts
$143K -$3.28K -8 -2%
MSWM
2710
Mowery & Schoenfeld Wealth Management
Illinois
$141K +$141K +345 New
DAM
2711
Delta Asset Management
Tennessee
$141K +$30.7K +75 +28%
UCB
2712
United Community Bank
South Carolina
$139K
HCM
2713
Horrell Capital Management
Arkansas
$138K
PCMC
2714
Planning Capital Management Corporation
Pennsylvania
$134K +$134K +328 New
BAMCO Inc
2715
BAMCO Inc
New York
$133K +$133K +326 New
CCMW
2716
Cypress Capital Management (Wyoming)
Wyoming
$129K
FPF
2717
First Pacific Financial
Washington
$125K +$1.23K +3 +1%
CWM
2718
Cranbrook Wealth Management
Michigan
$125K +$90.1K +220 +259%
IHWM
2719
Iron Horse Wealth Management
Iowa
$124K +$1.23K +3 +1%
RFG
2720
RFP Financial Group
Georgia
$123K +$46.5K +121 +61%
GCM
2721
Goldstream Capital Management
Hong Kong
$123K -$2.26M -5,500 -95%
CB
2722
Centennial Bank
Arkansas
$123K
PCTC
2723
Perkins Coie Trust Company
Washington
$122K
GC
2724
Gould Capital
Washington
$121K +$2.05K +5 +2%
HBT
2725
Hills Bank & Trust
Iowa
$117K