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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 %
SMC
476
Smith, Moore & Co
Missouri
$16.5M +$4.16M +10,173 +34%
PIM
477
Penobscot Investment Management
Massachusetts
$16.5M -$59K -144 -0.4%
BP
478
Ballentine Partners
Massachusetts
$16.5M -$114K -278 -0.7%
GG
479
GenWealth Group
New Jersey
$16.4M -$2.13M -5,209 -11%
CGA
480
Crescent Grove Advisors
Illinois
$16.4M -$163K -397 -1%
ECM
481
EMC Capital Management
Texas
$16.4M +$14.3K +35 +0.1%
SA
482
SAM Advisors
California
$16.4M -$178K -435 -1%
LF
483
LifeSteps Financial
California
$16.4M +$11.1K +27 +0.1%
JA
484
JVL Associates
Michigan
$16.4M -$496K -1,210 -3%
ECP
485
Empyrean Capital Partners
California
$16.4M
RWI
486
Red Wave Investments
Pennsylvania
$16.4M -$31.1K -76 -0.2%
DWM
487
Darwin Wealth Management
Florida
$16.3M -$4.46M -10,898 -21%
KIA
488
KCM Investment Advisors
California
$16.3M +$115K +282 +0.7%
MCM
489
Magnolia Capital Management
New York
$16.3M +$11.1K +27 +0.1%
SWM
490
Solano Wealth Management
California
$16.3M -$40.1K -98 -0.2%
TAM
491
TCP Asset Management
Ohio
$16.3M +$767K +1,874 +5%
HI
492
Hudock Inc
Pennsylvania
$16.2M -$27.4K -67 -0.2%
HIIFS
493
Harel Insurance Investments & Financial Services
Israel
$16.2M -$4.56M -11,134 -22%
AMG
494
Asset Management Group
Connecticut
$16.2M -$315K -768 -2%
AA
495
AJ Advisors
Tennessee
$16.2M +$370K +904 +2%
WA
496
Waverly Advisors
Alabama
$16.1M +$1.4M +3,411 +9%
BFEC
497
Benjamin F. Edwards & Company
Missouri
$16.1M +$1.48M +3,612 +10%
ECA
498
Elevated Capital Advisors
Utah
$16.1M -$480K -1,171 -3%
CB
499
Commerce Bank
Missouri
$16.1M +$932K +2,275 +6%
WEG
500
World Equity Group
Illinois
$16.1M -$4.39M -10,734 -21%