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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 %
TWM
651
Tradition Wealth Management
Minnesota
$11.1M +$292K +712 +3%
LFA
652
Legend Financial Advisors
Pennsylvania
$11.1M -$333K -814 -3%
CA
653
Continuum Advisory
Idaho
$11.1M -$7.03M -17,164 -39%
SC
654
Sykon Capital
New York
$11.1M -$536K -1,310 -5%
SAS
655
SMI Advisory Services
Indiana
$11.1M +$1.12M +2,742 +11%
CIC
656
Carnegie Investment Counsel
Ohio
$11M -$577K -1,410 -5%
EWM
657
Executive Wealth Management
Michigan
$11M -$102K -250 -0.9%
MWM
658
MGB Wealth Management
Texas
$10.9M +$10.9M +26,618 New
LSAG
659
Lake Street Advisors Group
New Hampshire
$10.9M +$1.07M +2,611 +11%
BWP
660
Bernardo Wealth Planning
Pennsylvania
$10.9M -$87.2K -213 -0.8%
SAG
661
SageView Advisory Group
California
$10.8M +$10.8M +25,373 New
GT
662
Glenmede Trust
Pennsylvania
$10.7M -$253K -619 -2%
FA
663
Fermata Advisors
California
$10.7M +$2.2M +5,371 +26%
GIA
664
Gladstone Institutional Advisory
Florida
$10.7M +$299K +730 +3%
GKWIM
665
Gerber Kawasaki Wealth & Investment Management
California
$10.7M -$284K -693 -3%
3F
666
360 Financial
Minnesota
$10.6M +$628K +1,534 +6%
Franklin Resources
667
Franklin Resources
California
$10.6M +$479K +1,170 +5%
AFWM
668
Abich Financial Wealth Management
Virginia
$10.6M +$10.6M +25,925 New
MI
669
Mango Investments
Colorado
$10.6M +$10.6M +25,800 New
ACI
670
Alpha Cubed Investments
California
$10.5M +$403K +985 +4%
PRWA
671
Platte River Wealth Advisors
Colorado
$10.5M +$236K +577 +2%
SSW
672
Smith Shellnut Wilson
Mississippi
$10.5M -$649K -1,586 -6%
JC
673
JB Capital
Connecticut
$10.4M +$252K +616 +2%
VBFG
674
Vishria Bird Financial Group
Tennessee
$10.4M -$99.9K -244 -0.9%
CAM
675
Concorde Asset Management
Michigan
$10.4M +$9.87M +25,018 +1,905%