QQQ icon

Invesco QQQ Trust

3,366 hedge funds and large institutions have $131B invested in Invesco QQQ Trust in 2024 Q4 according to their latest regulatory filings, with 524 funds opening new positions, 1,417 increasing their positions, 1,056 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,366
Holders Change
+338
Holders Change %
+11.16%
% of All Funds
44.8%
Holding in Top 10
739
Holding in Top 10 Change
+108
Holding in Top 10 Change %
+17.12%
% of All Funds
9.84%
New
524
Increased
1,417
Reduced
1,056
Closed
124
Calls
$114B
Puts
$201B
Net Calls
-$87.1B
Net Calls Change
+$22.6B
Name Holding Trade Value Shares
Change
Shares
Change %
NLWP
3001
Next Level Wealth Planning
Idaho
$288K +$288K +563 New
AWP
3002
Abacus Wealth Partners
California
$287K +$12.3K +24 +4%
IC
3003
Innealta Capital
Texas
$287K +$287K +562 New
DWM
3004
Dechtman Wealth Management
Colorado
$287K +$1.02K +2 +0.4%
PIAS
3005
PCA Investment Advisory Services
Ohio
$284K +$5.63K +11 +2%
MRP
3006
Measured Risk Portfolios
California
$284K +$284K +555 New
OWM
3007
OneAscent Wealth Management
Alabama
$283K -$146K -285 -34%
TWM
3008
TriaGen Wealth Management
California
$283K
JJBC
3009
James J. Burns & Company
New York
$282K +$1.02K +2 +0.4%
SCP
3010
Sivia Capital Partners
California
$282K -$107K -210 -28%
HFRG
3011
Houlihan Financial Resource Group
Virginia
$281K -$511 -1 -0.2%
RW
3012
Rede Wealth
Virginia
$281K -$3.07K -6 -1%
ACM
3013
Allred Capital Management
Texas
$281K
LWA
3014
LifeGoal Wealth Advisors
New York
$281K +$281K +549 New
HIM
3015
Hanlon Investment Management
New Jersey
$281K
IA
3016
IFC Advisors
California
$280K +$280K +548 New
MHIP
3017
Mountain Hill Investment Partners
New Jersey
$279K +$279K +546 New
BFC
3018
Bedel Financial Consulting
Indiana
$279K +$2.11K +4 +0.8%
CWA
3019
Canvas Wealth Advisors
Kansas
$278K +$7.67K +15 +3%
RFA
3020
Resurgent Financial Advisors
Georgia
$278K +$511 +1 +0.2%
MCM
3021
Marathon Capital Management
Maryland
$277K +$24.1K +47 +9%
LFS
3022
Lutz Financial Services
Nebraska
$276K +$276K +539 New
APW
3023
Axim Planning & Wealth
Ohio
$275K +$13.3K +26 +5%
CTWM
3024
Cherry Tree Wealth Management
Minnesota
$275K -$6.65K -13 -2%
OWCM
3025
One Wealth Capital Management
Arizona
$275K +$275K +537 New