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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 %
Financial Engines Advisors
676
Financial Engines Advisors
California
$10.4M -$493K -1,204 -5%
VCP
677
Verus Capital Partners
Arizona
$10.3M -$231K -565 -2%
WJWM
678
Williams Jones Wealth Management
New York
$10.3M +$625K +1,526 +6%
RWA
679
Redhawk Wealth Advisors
Minnesota
$10.3M +$557K +1,359 +6%
BFG
680
Baron Financial Group
New Jersey
$10.3M -$163K -398 -2%
Marshall Wace
681
Marshall Wace
United Kingdom
$10.2M +$10.2M +24,969 New
EWA
682
Evolution Wealth Advisors
Florida
$10.1M +$238K +582 +2%
AFP
683
Ausdal Financial Partners
Iowa
$10.1M -$401K -979 -4%
PA
684
Prism Advisors
California
$10.1M -$103K -251 -1%
CPIG
685
Chicago Partners Investment Group
Illinois
$10.1M +$956K +2,245 +10%
YDMI
686
Y.D. More Investments
Israel
$10M +$2.88M +7,035 +40%
DGAM
687
Desjardins Global Asset Management
Quebec, Canada
$10M -$774K -1,890 -7%
CBFP
688
Cedar Brook Financial Partners
Ohio
$10M -$189K -462 -2%
PWM
689
Peterson Wealth Management
Nevada
$10M -$3.02M -7,373 -23%
SSWM
690
Sheets Smith Wealth Management
North Carolina
$10M +$307K +750 +3%
NCM
691
Next Capital Management
New York
$9.99M -$177K -431 -2%
HIC
692
Holderness Investments Company
North Carolina
$9.94M +$3.51M +8,577 +55%
LA
693
LPF Advisors
Florida
$9.91M +$9.91M +24,199 New
MG
694
Mather Group
Illinois
$9.91M +$172K +420 +2%
SFS
695
Starfox Financial Services
Texas
$9.9M +$1.41M +3,434 +17%
SAW
696
Signal Advisors Wealth
Michigan
$9.9M +$9.9M +24,181 New
FA
697
Flagstar Advisors
New York
$9.82M +$717K +1,749 +8%
OWP
698
Obermeyer Wealth Partners
Colorado
$9.82M +$3.32M +8,096 +51%
MSAM
699
Moloney Securities Asset Management
Missouri
$9.77M +$491K +1,199 +5%
FAG
700
Financial Advisory Group
Texas
$9.74M -$478K -1,167 -5%