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Invesco QQQ Trust

2,887 hedge funds and large institutions have $104B invested in Invesco QQQ Trust in 2024 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 1,240 increasing their positions, 1,045 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+62
Holders Change %
+2.19%
% of All Funds
41.85%
Holding in Top 10
642
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.26%
% of All Funds
9.31%
New
232
Increased
1,240
Reduced
1,045
Closed
127
Calls
$121B
Puts
$225B
Net Calls
-$104B
Net Calls Change
-$6.98B
Name Holding Trade Value Shares
Change
Shares
Change %
GSIAS
676
Garden State Investment Advisory Services
New Jersey
$11M +$3.66M +8,197 +50%
ACM
677
AlphaStar Capital Management
North Carolina
$10.9M +$774K +1,742 +8%
SVWAG
678
Sound View Wealth Advisors Group
Georgia
$10.9M -$1.31M -2,957 -11%
VCP
679
Verus Capital Partners
Arizona
$10.9M -$289K -650 -3%
TF
680
Trek Financial
Arizona
$10.9M -$3.9M -8,793 -26%
LA
681
LPF Advisors
Florida
$10.9M +$165K +371 +2%
SPIS
682
Steward Partners Investment Solutions
Oregon
$10.9M +$10.9M +24,549 New
FAG
683
Financial Advisory Group
Texas
$10.9M +$333K +751 +3%
MFIM
684
Mesirow Financial Investment Management
Illinois
$10.9M +$72.8K +164 +0.7%
HCM
685
HMS Capital Management
Tennessee
$10.8M +$2.95M +6,646 +37%
CIA
686
Choate Investment Advisors
Massachusetts
$10.8M +$6.79M +15,303 +169%
BFG
687
Baron Financial Group
New Jersey
$10.8M -$388K -874 -3%
KP
688
Keel Point
Alabama
$10.7M +$2.68M +6,046 +33%
Franklin Resources
689
Franklin Resources
California
$10.7M -$787K -1,773 -7%
SWM
690
Solano Wealth Management
California
$10.7M -$6.96M -15,665 -39%
AG
691
AlTi Global
New York
$10.7M -$1.91M -4,304 -15%
DJYG
692
David J. Yvars Group
Florida
$10.6M +$223K +503 +2%
KCM
693
KM Capital Management
Texas
$10.6M -$2.21M -4,984 -17%
GHA
694
Granite Harbor Advisors
Texas
$10.6M +$531K +1,195 +5%
CCM
695
Chaney Capital Management
Washington
$10.6M +$845K +1,904 +9%
FNBT
696
FineMark National Bank & Trust
Florida
$10.6M +$773K +1,741 +8%
B
697
Bensler
Washington
$10.5M +$653K +1,470 +7%
Fifth Third Bancorp
698
Fifth Third Bancorp
Ohio
$10.5M +$403K +908 +4%
NCM
699
Next Capital Management
New York
$10.5M -$353K -795 -3%
REMPR
700
Roof Eidam Maycock Peralta (REMP)
California
$10.4M +$200K +450 +2%