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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 %
SDAM
401
Shulman DeMeo Asset Management
New York
$20M +$20M +48,825 New
Credit Agricole
402
Credit Agricole
France
$19.9M +$12.5M +30,602 +170%
RA
403
Resolute Advisors
California
$19.9M +$2.93M +7,146 +17%
IAS
404
Investment Advisory Services
Texas
$19.9M +$689K +1,682 +4%
AT
405
Arvest Trust
Oklahoma
$19.8M -$377K -920 -2%
NP
406
NorthRock Partners
Minnesota
$19.8M +$15.8M +38,518 +393%
WIM
407
Warwick Investment Management
Texas
$19.8M +$335K +819 +2%
ST
408
Spinnaker Trust
Maine
$19.7M +$115K +281 +0.6%
FCH
409
Freestone Capital Holdings
Washington
$19.7M -$369K -901 -2%
PGWM
410
Parisi Gray Wealth Management
New Jersey
$19.5M +$126K +308 +0.7%
GFG
411
Goldstone Financial Group
Illinois
$19.5M -$1.65M -4,025 -8%
DOA
412
D'Orazio & Associates
Virginia
$19.4M +$4.68M +11,430 +32%
AWA
413
Arkadios Wealth Advisors
Georgia
$19.4M +$2.57M +6,266 +15%
Nomura Asset Management
414
Nomura Asset Management
Japan
$19.3M -$5.61M -13,709 -22%
SCA
415
Scott Capital Advisors
Oregon
$19.3M +$14.6M +35,742 +317%
TC
416
TownSquare Capital
Utah
$19.1M +$4.27M +10,431 +29%
PG
417
Prostatis Group
Maryland
$19.1M +$18.8M +45,881 +5,749%
GC
418
Guggenheim Capital
Illinois
$19.1M +$608K +1,485 +3%
CFS
419
Commonwealth Financial Services
West Virginia
$19.1M +$8.75M +21,369 +85%
JWBC
420
J.W. Burns & Co
New York
$19.1M +$155K +379 +0.8%
FWP
421
Falcon Wealth Planning
California
$19M +$18M +44,008 +1,768%
ZIMP
422
Zimmermann Investment Management & Planning
Pennsylvania
$19M +$1.28M +3,137 +7%
RPCA
423
Running Point Capital Advisors
California
$18.9M -$7.7M -18,798 -29%
UWM
424
USAdvisors Wealth Management
Minnesota
$18.9M -$36.4K -89 -0.2%
PP
425
Paloma Partners
Connecticut
$18.9M +$18.9M +46,100 New