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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 %
PWM
2726
Partnership Wealth Management
Maryland
$117K +$117K +280 New
KHC
2727
Koesten Hirschmann & Crabtree
Kansas
$116K
SIM
2728
Studio Investment Management
Illinois
$115K
PWMG
2729
Private Wealth Management Group
New Jersey
$113K +$113K +275 New
AT
2730
Avalon Trust
New Mexico
$112K
PWMG
2731
Prestige Wealth Management Group
New Jersey
$111K
MSWM
2732
McGlone Suttner Wealth Management
Wisconsin
$111K +$111K +271 New
TJHA
2733
Thomas J. Herzfeld Advisors
Florida
$111K
RFG
2734
REAP Financial Group
Texas
$110K +$110K +268 New
WBC
2735
West Branch Capital
Massachusetts
$109K +$71.7K +175 +190%
SFA
2736
Semmax Financial Advisors
North Carolina
$97.7K +$4.29K +10 +5%
WPWM
2737
Western Pacific Wealth Management
Illinois
$97.5K
BAM
2738
Byrne Asset Management
New Jersey
$95.5K -$72.4K -176 -43%
JWM
2739
Janiczek Wealth Management
Colorado
$93.8K
AEPWM
2740
Atlantic Edge Private Wealth Management
Florida
$93.8K +$93.8K +229 New
MCM
2741
MV Capital Management
Maryland
$93.4K
SA
2742
SRH Advisors
Kansas
$92.1K -$203K -495 -69%
DAC
2743
Dividend Assets Capital
South Carolina
$92K
FMTCOCP
2744
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$91K +$50.2K +123 +123%
BFA
2745
BBJS Financial Advisors
Washington
$85.2K -$9.83K -24 -10%
AGWCA
2746
Annis Gardner Whiting Capital Advisors
Florida
$84.8K
PHK
2747
Point72 Hong Kong
Hong Kong
$81.9K +$81.9K +200 New
NSG
2748
Nalls Sherbakoff Group
Tennessee
$81.9K +$81.9K +200 New
POIA
2749
Pin Oak Investment Advisors
Texas
$80K +$58K +142 +263%
KFP
2750
Keener Financial Planning
Texas
$77K +$77K +189 New