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Invesco QQQ Trust
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Overview Fund Activity

2,887 hedge funds and large institutions have $104B invested in Invesco QQQ Trust in 2024 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 1,240 increasing their positions, 1,045 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+62
Holders Change %
+2.19%
% of All Funds
41.85%
Holding in Top 10
642
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.26%
% of All Funds
9.31%
New
232
Increased
1,240
Reduced
1,045
Closed
127
Calls
$121B
Puts
$225B
Net Calls
-$104B
Net Calls Change
-$6.98B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.55B
2
Jane Street
Jane Street
New York
+$842M
3
Wells Fargo
Wells Fargo
California
+$834M
4
HF
HRT Financial
New York
+$755M
5
Wolverine Trading
Wolverine Trading
Illinois
+$695M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$12.6B
2
Morgan Stanley
Morgan Stanley
New York
-$7.94B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.11B
4
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$597M
5
RCM
Rokos Capital Management
United Kingdom
-$554M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
426
Guggenheim Capital
Illinois
$20.5M -$234K -527 -1%
ES
427
Eagle Strategies
New York
$20.3M +$18.7M +42,039 +1,118%
RPCA
428
Running Point Capital Advisors
California
$20.3M -$278K -626 -1%
JWBC
429
J.W. Burns & Co
New York
$20.3M -$400K -901 -2%
UCFA
430
United Capital Financial Advisors
Texas
$20.2M -$2.78M -6,271 -12%
DCM
431
Davidson Capital Management
Texas
$20M +$610K +1,373 +3%
CMA
432
Cedar Mountain Advisors
Oregon
$20M -$135K -305 -0.7%
TFS
433
Thoroughbred Financial Services
Tennessee
$20M -$5.17M -11,634 -21%
SA
434
Strategic Advocates
Utah
$19.9M +$19M +42,729 +2,035%
SSWM
435
Sheets Smith Wealth Management
North Carolina
$19.7M +$8.85M +19,940 +82%
PGWM
436
Parisi Gray Wealth Management
New Jersey
$19.6M -$1.55M -3,492 -7%
TA
437
TruWealth Advisors
Louisiana
$19.5M -$131K -294 -0.7%
PWMAG
438
Pinnacle Wealth Management Advisory Group
New Jersey
$19.5M +$409K +921 +2%
EGA
439
Eagle Global Advisors
Texas
$19.4M -$101K -227 -0.5%
BFP
440
Beacon Financial Planning
Massachusetts
$19.4M +$445K +1,002 +2%
WCM
441
Washburn Capital Management
Florida
$19.4M -$4.73M -10,645 -20%
Neuberger Berman Group
442
Neuberger Berman Group
New York
$19.4M -$747K -1,682 -4%
PIC
443
Platt Investment Counsel
Florida
$19.3M -$464K -1,044 -2%
DFA
444
Davies Financial Advisors
California
$19.2M +$19.2M +43,246 New
WIP
445
WealthCare Investment Partners
Rhode Island
$19.2M -$16.4K -37 -0.1%
VFA
446
Valeo Financial Advisors
Indiana
$19.1M +$674K +1,581 +4%
GC
447
Garde Capital
Washington
$19.1M +$254K +571 +1%
CFS
448
Commonwealth Financial Services
West Virginia
$19.1M – – –
EIP
449
Ellis Investment Partners
Pennsylvania
$19M +$216K +486 +1%
NFG
450
Nations Financial Group
Iowa
$19M +$283K +637 +2%
16 17
18
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