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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 %
CI
551
Chartist Inc
California
$14.1M -$362K -883 -3%
ECM
552
Evergreen Capital Management
Washington
$14M +$202K +493 +1%
Hudson Bay Capital Management
553
Hudson Bay Capital Management
Connecticut
$14M +$14M +34,166 New
AIM
554
Allen Investment Management
New York
$13.9M +$1.96M +4,776 +16%
MBTD
555
Mechanics Bank - Trust Department
California
$13.9M -$1.21M -2,953 -8%
GCL
556
Gouws Capital LLC
North Carolina
$13.8M -$294K -717 -2%
KeyBank National Association
557
KeyBank National Association
Ohio
$13.8M +$159K +388 +1%
SWA
558
Stratos Wealth Advisors
Ohio
$13.8M +$13.8M +33,631 New
CWA
559
Consilio Wealth Advisors
Washington
$13.8M +$67.6K +165 +0.5%
DCM
560
Dimension Capital Management
Florida
$13.7M -$1.13M -2,752 -8%
TF
561
Trek Financial
Arizona
$13.7M +$2.52M +6,161 +23%
IFWM
562
Institute for Wealth Management
Colorado
$13.6M -$1.27M -3,092 -9%
AIS
563
American Investment Services
Massachusetts
$13.5M +$18.8K +46 +0.1%
WIM
564
Westside Investment Management
California
$13.5M +$166K +406 +1%
FG
565
Foster Group
Iowa
$13.4M
CAGAS
566
Capital Advisory Group Advisory Services
Minnesota
$13.3M -$2.05K -5 -0%
EIA
567
Eldridge Investment Advisors
New Hampshire
$13.3M +$4.33M +10,570 +48%
Betterment LLC
568
Betterment LLC
New York
$13.3M -$525K -1,282 -4%
SFG
569
Sovereign Financial Group
Connecticut
$13.3M +$3.38M +8,251 +34%
FCM
570
Family Capital Management
Michigan
$13.2M +$147K +359 +1%
GWMIA
571
Global Wealth Management Investment Advisory
Florida
$13.2M -$45.5K -111 -0.3%
WAS
572
Winch Advisory Services
Wisconsin
$13.2M +$512K +1,251 +4%
MIFH
573
Migdal Insurance & Financial Holdings
Israel
$13.2M +$11.4M +27,806 +625%
DI
574
DFPG Investments
Utah
$13.2M +$1.29M +3,233 +11%
S2L
575
Sparta 24 Ltd
Israel
$13.2M -$651K -1,589 -5%