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Invesco QQQ Trust

3,363 hedge funds and large institutions have $131B invested in Invesco QQQ Trust in 2024 Q4 according to their latest regulatory filings, with 523 funds opening new positions, 1,417 increasing their positions, 1,054 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,363
Holders Change
+336
Holders Change %
+11.1%
% of All Funds
44.78%
Holding in Top 10
739
Holding in Top 10 Change
+108
Holding in Top 10 Change %
+17.12%
% of All Funds
9.84%
New
523
Increased
1,417
Reduced
1,054
Closed
124
Calls
$114B
Puts
$201B
Net Calls
-$87.1B
Net Calls Change
+$22.6B
Name Holding Trade Value Shares
Change
Shares
Change %
EK
251
Evensky & Katz
Florida
$50.3M -$1.46M -2,856 -3%
FFW
252
Fusion Family Wealth
New York
$50.3M -$41.4K -81 -0.1%
KWM
253
Kingsview Wealth Management
Oregon
$50.1M -$444K -868 -0.9%
EFS
254
Essex Financial Services
Connecticut
$49.3M +$611K +1,195 +1%
BAM
255
Belpointe Asset Management
Nevada
$49.1M -$3.33M -6,981 -6%
VVP
256
Venture Visionary Partners
Ohio
$49M +$525K +1,026 +1%
WAP
257
Wealthcare Advisory Partners
Pennsylvania
$48.8M +$1.24M +2,430 +3%
SFG
258
Socha Financial Group
New York
$48.6M +$1.73M +3,383 +4%
AWP
259
Ascent Wealth Partners
New York
$48.6M +$375K +734 +0.8%
JIC
260
Johnson Investment Counsel
Ohio
$48.2M +$4.14M +8,098 +9%
MP
261
Moment Partners
California
$48.1M +$48.1M +93,993 New
FTS
262
Fifth Third Securities
Ohio
$48M +$1.2M +2,347 +3%
MA
263
Mutual Advisors
Nebraska
$47.8M +$1.2M +2,333 +3%
JGC
264
J. Goldman & Co
New York
$47.6M +$41.3M +80,874 +661%
TWM
265
Tanglewood Wealth Management
Texas
$47.6M +$6.95M +13,598 +17%
SWA
266
Serenus Wealth Advisors
California
$47.5M +$47.5M +101,590 New
Bank of New York Mellon
267
Bank of New York Mellon
New York
$47.4M +$3.73M +7,295 +9%
RA
268
RFG Advisory
Alabama
$47.1M +$47.1M +92,040 New
PS
269
Portfolio Strategies
New York
$47M +$298K +583 +0.6%
AllianceBernstein
270
AllianceBernstein
Tennessee
$46.9M +$862K +1,686 +2%
G
271
GenTrust
Florida
$46.6M +$3.7M +7,232 +9%
ACM
272
Alpha Capital Management
Texas
$46.5M -$76.7K -150 -0.2%
WA
273
Waverly Advisors
Alabama
$46.5M +$4.49M +8,792 +11%
ANTB
274
AMG National Trust Bank
Colorado
$46.1M -$209K -406 -0.5%
SIAG
275
Safeguard Investment Advisory Group
California
$45.7M +$731K +1,429 +2%