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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 %
BCV
451
Banque Cantonale Vaudoise
Switzerland
$17.8M -$1.38M -3,374 -7%
CAC
452
Certified Advisory Corp
Florida
$17.8M +$760K +1,855 +4%
VFA
453
Valeo Financial Advisors
Indiana
$17.7M +$400K +976 +2%
TVAMP
454
Tennessee Valley Asset Management Partners
Tennessee
$17.6M +$8.4M +20,523 +91%
OAM
455
Oppenheimer Asset Management
New York
$17.6M +$183K +446 +1%
Verition Fund Management
456
Verition Fund Management
Connecticut
$17.6M +$5.51M +13,462 +46%
PWMAG
457
Pinnacle Wealth Management Advisory Group
New Jersey
$17.6M +$88K +215 +0.5%
WIP
458
WealthCare Investment Partners
Rhode Island
$17.5M +$186K +460 +1%
SCM
459
SOL Capital Management
Maryland
$17.5M -$55.3K -135 -0.3%
BFP
460
Beacon Financial Planning
Massachusetts
$17.5M
YAVAPFMC
461
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$17.5M -$906K -2,211 -5%
GC
462
Garde Capital
Washington
$17.4M +$456K +1,114 +3%
PCWA
463
Pacific Capital Wealth Advisors
California
$17.3M +$254K +621 +1%
LJAC
464
L.J. Altfest & Co
New York
$17.3M +$15.9M +38,875 +1,139%
EIP
465
Ellis Investment Partners
Pennsylvania
$17.3M +$164K +400 +1%
NFG
466
Nations Financial Group
Iowa
$17.2M +$931K +2,274 +6%
GWM
467
Geneos Wealth Management
Colorado
$17.1M +$5.05M +12,333 +42%
AIM
468
Anchor Investment Management
South Carolina
$17M +$1.3M +3,181 +8%
IPW
469
Impact Partnership Wealth
Georgia
$17M +$8.3M +20,261 +96%
RWP
470
RWA Wealth Partners
Massachusetts
$16.9M +$14M +34,171 +483%
BZWA
471
Blue Zone Wealth Advisors
California
$16.8M -$566K -1,381 -3%
GTAM
472
Global Trust Asset Management
Florida
$16.8M +$259K +632 +2%
BCMIO
473
Beacon Capital Management Inc (Ohio)
Ohio
$16.7M +$1.23K +3 +0%
KL
474
KilterHowling LLC
Colorado
$16.6M +$5.64M +13,151 +51%
SCP
475
Silverleafe Capital Partners
Tennessee
$16.6M -$363K -886 -2%