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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 %
SL
676
Systelligence LLC
Minnesota
$12.5M -$192K -394 -2%
OSAM
677
O'Shaughnessy Asset Management
Connecticut
$12.5M +$479K +962 +4%
LA
678
LPF Advisors
Florida
$12.4M +$245K +501 +2%
B
679
Bensler
Washington
$12.4M +$346K +708 +3%
VBFG
680
Vishria Bird Financial Group
Tennessee
$12.4M -$8.79K -18 -0.1%
WWP
681
WR Wealth Planners
Missouri
$12.4M +$1.49M +3,053 +14%
SMC
682
Smith, Moore & Co
Missouri
$12.4M -$8.67M -17,768 -41%
PWM
683
Prosperity Wealth Management
California
$12.4M -$10.3M -21,060 -45%
FNWM
684
Financial Network Wealth Management
Utah
$12.3M -$532K -1,090 -4%
PHWM
685
Pine Harbor Wealth Management
Maryland
$12.2M +$2.57M +5,270 +27%
GL
686
Gerber LLC
Ohio
$12.1M +$95.7K +196 +0.8%
SSW
687
Smith Shellnut Wilson
Mississippi
$12M -$96.2K -197 -0.8%
CT
688
Coastline Trust
Rhode Island
$12M +$12M +24,677 New
SIA
689
Soltis Investment Advisors
Utah
$12M -$807K -1,654 -6%
CA
690
CV Advisors
Florida
$12M -$9.27K -19 -0.1%
CA
691
Claro Advisors
Massachusetts
$12M +$749K +1,534 +7%
SSWM
692
Sheets Smith Wealth Management
North Carolina
$11.9M -$34.2K -70 -0.3%
HCM
693
HMS Capital Management
Tennessee
$11.9M +$967K +1,982 +9%
TPA
694
Trivium Point Advisory
Connecticut
$11.9M +$463K +904 +4%
PWM
695
Proathlete Wealth Management
Florida
$11.9M +$627K +1,284 +6%
APWA
696
Atlas Private Wealth Advisors
New Jersey
$11.8M +$3.62M +7,424 +44%
CIA
697
Choate Investment Advisors
Massachusetts
$11.8M -$66.9K -137 -0.6%
PWW
698
Pettyjohn Wood & White
Virginia
$11.8M -$76.6K -157 -0.6%
JIC
699
Joel Isaacson & Co
New York
$11.7M +$2.3M +4,707 +24%
CCM
700
Corsair Capital Management
New York
$11.7M +$7.32M +15,000 +167%