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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 %
WWA
626
WCG Wealth Advisors
Nevada
$11.9M -$182K -444 -2%
PCP
627
Proficio Capital Partners
Massachusetts
$11.8M +$6.71M +16,378 +131%
KCM
628
KM Capital Management
Texas
$11.8M +$1.35M +3,290 +13%
LWL
629
Leo Wealth LLC
Texas
$11.8M +$11.8M +28,126 New
CFA
630
Camarda Financial Advisors
Florida
$11.8M +$1.34M +3,267 +13%
AG
631
AlTi Global
New York
$11.6M +$11.6M +28,300 New
MFG
632
Marmo Financial Group
Tennessee
$11.5M -$473K -1,155 -4%
EFG
633
Erickson Financial Group
Pennsylvania
$11.5M +$179K +437 +2%
FHA
634
First Horizon Advisors
Tennessee
$11.5M -$67.6K -165 -0.6%
SG
635
StoneX Group
New York
$11.5M -$6.97M -16,983 -38%
LWM
636
LJI Wealth Management
Indiana
$11.5M +$160K +391 +1%
BJL
637
Brighton Jones LLC
Washington
$11.4M +$1.32M +3,233 +13%
PIS
638
POM Investment Strategies
North Carolina
$11.4M +$11.4M +27,852 New
PVH
639
Psagot Value Holdings
Israel
$11.4M +$3.32M +8,068 +41%
CA
640
Calton & Associates
Florida
$11.4M +$9.59M +23,418 +544%
SWIG
641
Strategic Wealth Investment Group
Kentucky
$11.3M -$453K -1,107 -4%
SVWAG
642
Sound View Wealth Advisors Group
Georgia
$11.3M +$635K +1,550 +6%
BMC
643
Benin Management Corp
Connecticut
$11.3M -$415K -1,014 -4%
FFL
644
Financial Freedom LLC
Ohio
$11.2M +$116K +283 +1%
SFG
645
StrategIQ Financial Group
Indiana
$11.2M +$229K +559 +2%
HP
646
Hyperion Partners
Pennsylvania
$11.2M +$202K +493 +2%
RWG
647
Ratio Wealth Group
Colorado
$11.2M -$634K -1,547 -5%
LSIA
648
LaSalle St. Investment Advisors
Illinois
$11.1M +$627K +153 +6%
RIG
649
Ramiah Investment Group
Wisconsin
$11.1M +$11.1M +27,181 New
SIA
650
Soltis Investment Advisors
Utah
$11.1M +$561K +1,370 +5%