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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 %
EWA
251
EP Wealth Advisors
California
$37.3M +$2.15M +5,251 +6%
TWM
252
Tanglewood Wealth Management
Texas
$37.2M +$8.61M +21,019 +30%
PWS
253
Paragon Wealth Strategies
Florida
$37.2M -$8.73M -21,316 -19%
SGI
254
Summit Global Investments
Utah
$37.1M -$5.12M -12,509 -12%
N
255
Natixis
France
$37M -$328M -799,861 -90%
ECM
256
Engine Capital Management
New York
$36.9M +$36.9M +90,079 New
MA
257
Mutual Advisors
Nebraska
$36.8M +$1.37M +3,335 +4%
CPSAC
258
Chas P. Smith & Associates (CPS)
Florida
$36.4M -$1.66M -4,058 -4%
GCIM
259
Gunn & Company Investment Management
Florida
$36.4M +$32.3M +78,828 +789%
BCI
260
Brinker Capital Investments
Pennsylvania
$36.3M -$4M -9,889 -10%
OPS
261
Orion Portfolio Solutions
Nebraska
$36.3M -$4M -9,889 -10%
BFG
262
Bleakley Financial Group
New Jersey
$36.2M +$1.11M +2,706 +3%
KA
263
Kovack Advisors
Florida
$36.1M +$5.72M +13,961 +19%
AWP
264
Ascent Wealth Partners
New York
$36M +$6.21M +15,156 +21%
SFG
265
Socha Financial Group
New York
$36M -$435K -1,063 -1%
SFA
266
Sequoia Financial Advisors
Ohio
$35.6M +$5.53M +13,493 +18%
HI
267
Humankind Investments
New York
$35.5M +$14.7M +35,875 +71%
ANTB
268
AMG National Trust Bank
Colorado
$35.4M +$2.04M +4,988 +6%
JIP
269
Jaffetilchin Investment Partners
Florida
$35.4M -$854K -2,086 -2%
SWM
270
Segment Wealth Management
Texas
$35.3M -$561K -1,370 -2%
MAWCM
271
Mine & Arao Wealth Creation & Management
California
$34.9M +$37.7K +92 +0.1%
SPC
272
Sigma Planning Corp
Michigan
$34.6M -$22.4M -54,633 -39%
IGWM
273
ICA Group Wealth Management
Colorado
$34M +$4.34M +10,597 +15%
CA
274
Cornerstone Advisors
North Carolina
$34M -$4.83M -11,800 -12%
KA
275
Kozak & Associates
Colorado
$34M -$1.95M -4,760 -5%