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Invesco QQQ Trust

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
Name Holding Trade Value Shares
Change
Shares
Change %
LSPW
476
Lake Street Private Wealth
Illinois
$17.8M +$778K +1,753 +5%
FVWA
477
Foster Victor Wealth Advisors
South Carolina
$17.8M -$1.98M -4,436 -10%
MCM
478
Magnolia Capital Management
New York
$17.8M +$62.2K +140 +0.4%
SA
479
SAM Advisors
California
$17.7M -$119K -267 -0.7%
BCV
480
Banque Cantonale Vaudoise
Switzerland
$17.6M -$1.72M -3,883 -9%
AMG
481
Asset Management Group
Connecticut
$17.6M +$25.8K +58 +0.1%
KL
482
KilterHowling LLC
Colorado
$17.5M +$325K +732 +2%
CGA
483
Crescent Grove Advisors
Illinois
$17.5M -$314K -707 -2%
SCM
484
Schnieders Capital Management
California
$17.5M +$368K +829 +2%
FUBT
485
First United Bank & Trust
Maryland
$17.5M +$17.5M +39,433 New
SWP
486
Summit Wealth Partners
Florida
$17.5M +$411K +925 +2%
BHCM
487
Brevan Howard Capital Management
Jersey
$17.4M -$9.55M -21,501 -35%
RWI
488
Red Wave Investments
Pennsylvania
$17.4M -$393K -884 -2%
BP
489
Ballentine Partners
Massachusetts
$17.3M -$600K -1,351 -3%
OIA
490
OneDigital Investment Advisors
Kansas
$17.3M +$1.31M +2,958 +8%
WMP
491
Wealth Management Partners
Arizona
$17.3M +$61.3K +138 +0.4%
IAS
492
Insigneo Advisory Services
Florida
$17.3M +$84.5K +190 +0.5%
BFEC
493
Benjamin F. Edwards & Company
Missouri
$17.3M -$221K -497 -1%
TAM
494
Townsend Asset Management
North Carolina
$17.2M +$252K +567 +1%
OAM
495
Oppenheimer Asset Management
New York
$17.1M -$1.96M -4,414 -10%
KCM
496
Kaye Capital Management
California
$17M +$3.53M +7,940 +26%
DC
497
Darrow Company
Massachusetts
$17M +$901K +2,030 +6%
DBIA
498
Dumont & Blake Investment Advisors
New Jersey
$17M -$148K -333 -0.9%
CAWM
499
Capital Advisors Wealth Management
Washington
$17M +$12.1M +27,142 +244%
SF
500
Synovus Financial
Georgia
$16.9M -$479K -1,077 -3%