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Invesco QQQ Trust

3,028 hedge funds and large institutions have $103B invested in Invesco QQQ Trust in 2024 Q3 according to their latest regulatory filings, with 229 funds opening new positions, 1,281 increasing their positions, 1,098 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,028
Holders Change
+87
Holders Change %
+2.96%
% of All Funds
43.8%
Holding in Top 10
631
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-3.52%
% of All Funds
9.13%
New
229
Increased
1,281
Reduced
1,098
Closed
100
Calls
$115B
Puts
$225B
Net Calls
-$110B
Net Calls Change
-$24.4B
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
576
Mission Wealth Management
California
$15.6M +$4.97M +10,192 +47%
TWM
577
Tradition Wealth Management
Minnesota
$15.6M +$210K +431 +1%
APS
578
American Planning Services
Florida
$15.6M +$181K +370 +1%
SWAG
579
Spectrum Wealth Advisory Group
California
$15.5M -$17.3M -35,437 -53%
KWM
580
KFG Wealth Management
Indiana
$15.5M -$1.37M -2,816 -8%
SWM
581
Spire Wealth Management
Virginia
$15.4M -$43.4K -89 -0.3%
LF
582
Lee Financial
Texas
$15.4M -$57.2K -117 -0.4%
KeyBank National Association
583
KeyBank National Association
Ohio
$15.4M +$322K +660 +2%
T2I
584
Turim 21 Investimentos
Brazil
$15.4M -$26.3M -53,968 -63%
WT
585
Whittier Trust
California
$15.4M -$906K -1,856 -6%
CA
586
Continuum Advisory
Idaho
$15.3M -$564K -1,108 -4%
PFG
587
Pacific Financial Group
Washington
$15.2M -$1.42M -2,912 -9%
FCMT
588
Founders Capital Management (Texas)
Texas
$15.2M +$152K +312 +1%
FFA
589
Farther Finance Advisors
California
$15.2M +$2.99M +6,134 +24%
GSIAS
590
Garden State Investment Advisory Services
New Jersey
$15.2M +$1.75M +3,581 +13%
ACM
591
AlphaStar Capital Management
North Carolina
$15.2M +$370K +758 +3%
HP
592
Hyperion Partners
Pennsylvania
$15.1M +$808K +1,655 +6%
RP
593
Raelipskie Partnership
Ontario, Canada
$15M +$188K +385 +1%
SVWAG
594
Sound View Wealth Advisors Group
Georgia
$15M +$3.14M +6,439 +26%
CFC
595
Coyle Financial Counsel
Illinois
$15M +$85.3K +178 +0.6%
CPWA
596
Cerro Pacific Wealth Advisors
California
$15M +$175K +366 +1%
CI
597
Chartist Inc
California
$14.9M -$1.74M -3,566 -10%
LA
598
LM Advisors
California
$14.9M -$106K -217 -0.7%
MGIA
599
Moneta Group Investment Advisors
Missouri
$14.9M -$503K -1,030 -3%
AWM
600
Avondale Wealth Management
Texas
$14.9M +$136K +278 +0.9%