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Invesco QQQ Trust

3,365 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, 1,055 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,365
Holders Change
+338
Holders Change %
+11.17%
% of All Funds
44.79%
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
1,055
Closed
124
Calls
$114B
Puts
$201B
Net Calls
-$87.1B
Net Calls Change
+$22.6B
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
401
NRI Wealth Management
California
$28.7M +$28.7M +56,195 New
Neuberger Berman Group
402
Neuberger Berman Group
New York
$28.7M +$835K +1,634 +3%
Vontobel Holding
403
Vontobel Holding
Switzerland
$28.5M -$1.67M -3,270 -6%
MWM
404
MBE Wealth Management
Wisconsin
$28.3M -$217K -424 -0.8%
RC
405
Roundview Capital
New Jersey
$28.1M +$1.34M +2,623 +5%
PCM
406
Presidio Capital Management
California
$28M +$26.7M +52,200 +1,960%
IA
407
Integrity Alliance
Iowa
$27.9M +$27.9M +54,614 New
CF
408
Copperwynd Financial
Arizona
$27.8M +$1.41M +2,763 +5%
DSN
409
D. Scott Neal
Kentucky
$27.8M -$53.2K -104 -0.2%
HAS
410
HBW Advisory Services
California
$27.8M +$917K +1,794 +3%
CAC
411
Certified Advisory Corp
Florida
$27.7M +$449K +878 +2%
FFA
412
Fairfield Financial Advisors
Massachusetts
$27.6M -$468K -916 -2%
CFS
413
Commonwealth Financial Services
West Virginia
$27.5M +$302K +591 +1%
TAM
414
TCP Asset Management
Ohio
$27.4M +$624K +1,220 +2%
KJWM
415
Kiley Juergens Wealth Management
Washington
$27.3M -$111K -217 -0.4%
MW
416
Marks Wealth
Maryland
$27.1M +$27.1M +52,939 New
HA
417
Harfst & Associates
Wyoming
$27.1M -$509K -996 -2%
CWA
418
Clarity Wealth Advisors
California
$26.9M +$486K +950 +2%
Brown Advisory
419
Brown Advisory
Maryland
$26.8M +$1.93M +3,782 +8%
IAS
420
Investment Advisory Services
Texas
$26.7M +$351K +686 +1%
CWM
421
Circle Wealth Management
New Jersey
$26.7M +$965K +1,888 +4%
RFM
422
Royal Fund Management
Florida
$26.4M -$35.7M -69,595 -58%
SCA
423
Snowden Capital Advisors
New York
$26.2M -$1.31M -2,553 -5%
PVAMC
424
PPS&V Asset Management Consultants
Michigan
$26.2M -$334K -654 -1%
BWG
425
Balanced Wealth Group
Ohio
$26M -$1.77M -3,397 -6%