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Invesco QQQ Trust
QQQ

Overview Fund Activity

2,887 hedge funds and large institutions have $104B invested in Invesco QQQ Trust in 2024 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 1,240 increasing their positions, 1,045 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+62
Holders Change %
+2.19%
% of All Funds
41.85%
Holding in Top 10
642
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.26%
% of All Funds
9.31%
New
232
Increased
1,240
Reduced
1,045
Closed
127
Calls
$121B
Puts
$225B
Net Calls
-$104B
Net Calls Change
-$6.98B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.55B
2
Jane Street
Jane Street
New York
+$842M
3
Wells Fargo
Wells Fargo
California
+$834M
4
HF
HRT Financial
New York
+$755M
5
Wolverine Trading
Wolverine Trading
Illinois
+$695M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$12.6B
2
Morgan Stanley
Morgan Stanley
New York
-$7.94B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.11B
4
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$597M
5
RCM
Rokos Capital Management
United Kingdom
-$554M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
251
Kingsview Wealth Management
Oregon
$41.3M -$2.44M -5,496 -6%
CCFM
252
Clear Creek Financial Management
Washington
$40.8M -$1.3M -2,924 -3%
WAM
253
Weiss Asset Management
Massachusetts
$40.4M +$4.7M +10,589 +13%
CPSAC
254
Chas P. Smith & Associates (CPS)
Florida
$40.3M +$899K +2,024 +2%
BFG
255
Bleakley Financial Group
New Jersey
$39.8M +$581K +1,309 +1%
BCI
256
Brinker Capital Investments
Pennsylvania
$39.6M -$286K -645 -0.7%
OPS
257
Orion Portfolio Solutions
Nebraska
$39.6M -$286K -645 -0.7%
EWA
258
EP Wealth Advisors
California
$39.5M -$957K -2,155 -2%
SFG
259
Socha Financial Group
New York
$39.5M +$512K +1,153 +1%
Allspring Global Investments
260
Allspring Global Investments
North Carolina
$39.5M +$39.5M +88,913 New
CW
261
Connectus Wealth
Ohio
$39.4M -$9.09M -20,451 -19%
ANTB
262
AMG National Trust Bank
Colorado
$39.3M +$914K +2,059 +2%
OMC
263
Old Mission Capital
Illinois
$38.8M +$38.8M +87,389 New
MAWCM
264
Mine & Arao Wealth Creation & Management
California
$38.5M +$610K +1,374 +2%
HI
265
Humankind Investments
New York
$38.4M – – –
KPWS
266
Kestra Private Wealth Services
Texas
$38.1M +$4.82M +10,855 +15%
KA
267
Kozak & Associates
Colorado
$37.9M +$395K +874 +1%
SWM
268
Segment Wealth Management
Texas
$37.8M -$501K -1,128 -1%
SW
269
SteelPeak Wealth
California
$37.7M +$2M +4,504 +6%
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$37.7M +$5.92M +13,338 +19%
IA
271
IFG Advisory
Georgia
$37.6M +$3.9M +8,787 +12%
WA
272
Waverly Advisors
Alabama
$37.3M +$19.8M +44,651 +113%
SIAG
273
Safeguard Investment Advisory Group
California
$37.2M +$567K +1,278 +2%
TPCW
274
TD Private Client Wealth
New York
$36.8M +$640K +1,442 +2%
IGWM
275
ICA Group Wealth Management
Colorado
$36.6M -$305K -686 -0.8%
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