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Invesco QQQ Trust
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Overview Fund Activity

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

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.08B
2
RCM
Rokos Capital Management
United Kingdom
$1.21B
3
Optiver Holding
Optiver Holding
Netherlands
$886M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
$565M
5
Morgan Stanley
Morgan Stanley
New York
$9.61B

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$33.6M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$14.9B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.9B
4
TRCT
Tower Research Capital (TRC)
New York
$7.78M
5
Citigroup
Citigroup
New York
$475M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
326
Falcon Wealth Planning
California
$37.1M +$1.91M +3,739 +5%
AWM
327
Affinity Wealth Management
Delaware
$36.9M -$143K -279 -0.4%
CWM
328
Congress Wealth Management
Massachusetts
$36.8M +$1.87M +3,662 +5%
LPAM
329
Lodestar Private Asset Management
California
$36.8M +$201K +394 +0.5%
Betterment LLC
330
Betterment LLC
New York
$36.5M +$12.8M +24,962 +54%
PCWA
331
Pacific Capital Wealth Advisors
California
$36.4M +$2.73M +5,336 +8%
KCM
332
Kennicott Capital Management
California
$36M -$26.2M -51,290 -42%
AWA
333
Arete Wealth Advisors
Illinois
$35.5M +$3.03M +5,927 +9%
TWC
334
TD Waterhouse Canada
Ontario, Canada
$35.5M +$82.3K +161 +0.2%
AWM
335
Altus Wealth Management
Kentucky
$35.4M +$217K +424 +0.6%
IPW
336
Impact Partnership Wealth
Georgia
$35.3M +$10.4M +20,360 +42%
RRA
337
Round Rock Advisors
Connecticut
$35.2M +$104K +204 +0.3%
AWA
338
Amplius Wealth Advisors
Pennsylvania
$35.2M +$526K +1,028 +2%
TAM
339
Tucker Asset Management
Colorado
$35.1M +$2M +3,903 +6%
GWA
340
Gratus Wealth Advisors
Virginia
$34.8M +$414K +810 +1%
NL
341
NWAM LLC
Washington
$34.7M -$4.61M -9,021 -12%
Squarepoint
342
Squarepoint
New York
$34.7M +$34.7M +67,863 New
AWM
343
AE Wealth Management
Kansas
$34.6M -$10.9M -21,266 -24%
PG
344
Prostatis Group
Maryland
$34.6M -$433K -846 -1%
HIIFS
345
Harel Insurance Investments & Financial Services
Israel
$34.6M +$20.5K +40 +0.1%
CG
346
Caprock Group
Idaho
$34.4M +$34.4M +67,210 New
BPCE
347
Bank Pictet & Cie (Europe)
Germany
$34.2M -$1.75M -3,419 -5%
OPW
348
Oxler Private Wealth
New York
$34M +$306K +598 +0.9%
AFS
349
Aft Forsyth & Sober
Florida
$33.9M +$153K +300 +0.5%
ACA
350
Aptus Capital Advisors
Alabama
$33.6M +$3.79M +7,421 +13%
12 13
14
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