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Invesco QQQ Trust

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
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
2976
J.W. Coons Advisors
Ohio
-$312K -761 Closed
MCA
2977
Magnolia Capital Advisors
Mississippi
-$315K -740 Closed
AIA
2978
Arbor Investment Advisors
North Carolina
-$301K -735 Closed
BBWA
2979
Bell & Brown Wealth Advisors
California
-$293K -715 Closed
SWP
2980
Significant Wealth Partners
Illinois
-$285K -695 Closed
PIFP
2981
Partners in Financial Planning
Virginia
-$281K -686 Closed
PFA
2982
Peak Financial Advisors
Colorado
-$278K -679 Closed
BB
2983
Burford Brothers
Texas
-$276K -674 Closed
WCM
2984
Wallace Capital Management
Texas
-$270K -659 Closed
SIA
2985
Strategic Investment Advisors
Michigan
-$252K -616 Closed
BFIC
2986
Bedell Frazier Investment Counselling
California
-$251K -614 Closed
SRL
2987
Scientech Research LLC
New Jersey
-$241K -589 Closed
Members Trust
2988
Members Trust
Florida
-$239K -582 Closed
KIM
2989
Karpus Investment Management
New York
-$235K -575 Closed
WIC
2990
Willis Investment Counsel
Georgia
-$235K -573 Closed
JJBC
2991
James J. Burns & Company
New York
-$229K -561 Closed
SA
2992
SL Advisors
New Jersey
-$225K -550 Closed
MWM
2993
Marion Wealth Management
Pennsylvania
-$221K -540 Closed
W
2994
WealthCollab
Washington
-$220K -538 Closed
LODC
2995
Lanham O'Dell & Company
West Virginia
-$219K -534 Closed
PC
2996
Port Capital
Illinois
-$213K -521 Closed
BG
2997
Benedetti & Gucer
Georgia
-$212K -518 Closed
FTIS
2998
First Trust Investment Solutions
Florida
-$205K -500 Closed
BBL
2999
Beck Bode LLC
Massachusetts
-$203K -496 Closed
LWP
3000
LMG Wealth Partners
Louisiana
-$202K -494 Closed