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Invesco QQQ Trust

2,825 hedge funds and large institutions have $101B invested in Invesco QQQ Trust in 2023 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,169 increasing their positions, 879 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,825
Holders Change
+307
Holders Change %
+12.19%
% of All Funds
41.41%
Holding in Top 10
634
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+15.69%
% of All Funds
9.29%
New
450
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 %
LP
376
LMR Partners
United Kingdom
$22.1M -$177M -432,183 -89%
KJWM
377
Kiley Juergens Wealth Management
Washington
$22.1M +$8.19K +20 +0%
CAM
378
Creekmur Asset Management
Illinois
$22.1M +$22.1M +53,872 New
KL
379
KWMG LLC
Kansas
$22M -$613K -1,498 -3%
MWM
380
MBE Wealth Management
Wisconsin
$21.9M -$213K -520 -1%
FCA
381
Fortis Capital Advisors
Kansas
$21.8M +$949K +2,317 +5%
CF
382
Copperwynd Financial
Arizona
$21.8M -$571K -1,394 -3%
RBC
383
Rye Brook Capital
Connecticut
$21.6M +$21.6M +52,850 New
LIA
384
Luken Investment Analytics
Tennessee
$21.6M -$1.54M -3,759 -7%
GCP
385
Garda Capital Partners
Minnesota
$21.6M +$21.6M +52,737 New
UCFA
386
United Capital Financial Advisors
Texas
$21.2M -$21.8M -53,264 -51%
CCA
387
Conservest Capital Advisors
Pennsylvania
$21.2M -$401K -978 -2%
RC
388
Roundview Capital
New Jersey
$21.2M -$542K -1,323 -2%
TCPWM
389
Traverso Chambers Private Wealth Management
California
$21M +$347K +848 +2%
H
390
HoyleCohen
California
$21M +$532K +1,300 +3%
AllianceBernstein
391
AllianceBernstein
Tennessee
$21M +$2.35M +5,741 +13%
LWA
392
Lowe Wealth Advisors
Maryland
$20.8M -$141K -344 -0.7%
AAS
393
Asset Allocation Strategies
Michigan
$20.8M +$1.77M +4,332 +9%
CWA
394
Clarity Wealth Advisors
California
$20.8M +$733K +1,789 +4%
NWM
395
NRI Wealth Management
California
$20.6M +$20.6M +50,410 New
OBWG
396
Onyx Bridge Wealth Group
New York
$20.6M +$446K +1,088 +2%
FFS
397
Founders Financial Securities
Maryland
$20.5M +$797K +1,947 +4%
SMG
398
Smart Money Group
Texas
$20.3M +$3.84M +9,375 +23%
NCMW
399
Northern Capital Management (Washington)
Washington
$20.2M +$4.14M +10,114 +26%
CWM
400
Circle Wealth Management
New Jersey
$20M -$613K -1,496 -3%