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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 %
SF
501
Synovus Financial
Georgia
$16M -$1.55M -3,785 -9%
CC
502
Carrhae Capital
United Kingdom
$16M +$16M +38,952 New
FSA
503
Financial Services Advisory
Maryland
$15.9M +$15.9M +38,912 New
WMP
504
Wealth Management Partners
Arizona
$15.9M -$38.9K -95 -0.2%
IAS
505
Insigneo Advisory Services
Florida
$15.8M +$565K +1,378 +4%
DBIA
506
Dumont & Blake Investment Advisors
New Jersey
$15.8M -$181K -442 -1%
SCM
507
Schnieders Capital Management
California
$15.8M +$772K +1,886 +5%
SWP
508
Summit Wealth Partners
Florida
$15.8M -$357K -872 -2%
PS
509
Principal Securities
Iowa
$15.7M +$15.7M +38,450 New
LSPW
510
Lake Street Private Wealth
Illinois
$15.7M +$74.1K +181 +0.5%
TAM
511
Townsend Asset Management
North Carolina
$15.6M +$384K +938 +3%
SOS
512
Silver Oak Securities
Tennessee
$15.5M +$8.45M +20,624 +119%
DSA
513
Droms Strauss Advisors
Missouri
$15.5M -$391K -955 -2%
PFG
514
Pacific Financial Group
Washington
$15.4M -$5.13M -12,520 -25%
VC
515
Vicus Capital
Pennsylvania
$15.4M -$1.43M -3,495 -9%
BSW
516
Buckingham Strategic Wealth
Missouri
$15.3M +$401K +979 +3%
KWM
517
KFG Wealth Management
Indiana
$15.3M -$2.52M -6,146 -14%
CMAI
518
Capital Management Associates Inc
Minnesota
$15.3M +$15.3M +37,276 New
SA
519
Strategic Advisors
New York
$15.2M -$129K -315 -0.8%
AIC
520
Archer Investment Corporation
Indiana
$15.2M -$9.83K -24 -0.1%
TCA
521
Transcend Capital Advisors
New Jersey
$15M +$508K +1,240 +3%
VFPI
522
Vantage Financial Partners (Illinois)
Illinois
$15M +$654K +1,596 +5%
FLPIM
523
F.L. Putnam Investment Management
Massachusetts
$15M +$37.7K +92 +0.3%
WIA
524
World Investment Advisors
California
$14.9M +$7.61M +18,574 +104%
TWM
525
Trinity Wealth Management
Pennsylvania
$14.9M -$1.01M -2,458 -6%