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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 %
CAL
701
Capital Advisors Ltd
Ohio
$9.7M -$281K -685 -3%
Focus Partners Wealth
702
Focus Partners Wealth
Massachusetts
$9.69M +$9.69M +23,660 New
JF
703
JSF Financial
California
$9.68M -$443K -1,081 -4%
SWM
704
SeaCrest Wealth Management
New York
$9.62M +$473K +1,191 +5%
DJYG
705
David J. Yvars Group
Florida
$9.6M +$491K +1,199 +5%
CWP
706
Capital Wealth Planning
Florida
$9.53M +$3.63M +8,854 +61%
WAM
707
WealthTrust Asset Management
Florida
$9.53M -$1.28M -3,122 -12%
CCG
708
Chatham Capital Group
Georgia
$9.51M +$740K +1,808 +8%
BWM
709
BCGM Wealth Management
Indiana
$9.46M -$699K -1,707 -7%
BWL
710
Bogart Wealth LLC
Virginia
$9.43M +$101K +247 +1%
SF
711
Summit Financial
New Jersey
$9.43M +$3.34M +8,156 +55%
REMPR
712
Roof Eidam Maycock Peralta (REMP)
California
$9.4M +$211K +515 +2%
PF
713
Phoenix Financial
Israel
$9.4M +$5.83M +14,177 +164%
HFF
714
Halter Ferguson Financial
Indiana
$9.33M +$9.33M +22,791 New
AC
715
Aristides Capital
Kentucky
$9.33M +$9.33M +22,780 New
Fifth Third Bancorp
716
Fifth Third Bancorp
Ohio
$9.3M -$2.72M -6,648 -23%
GHA
717
Granite Harbor Advisors
Texas
$9.26M -$368K -898 -4%
JSL
718
JT Stratford LLC
Georgia
$9.24M +$829K +2,025 +10%
LFM
719
Lumina Fund Management
New York
$9.24M -$512K -1,250 -5%
B
720
Bensler
Washington
$9.09M +$269K +656 +3%
CA
721
Claro Advisors
Massachusetts
$9.09M +$876K +2,139 +11%
HA
722
HFG Advisors
Ohio
$9.07M +$47.1K +115 +0.5%
FPAS
723
Focus Partners Advisor Solutions
Missouri
$9.04M -$669K -1,634 -7%
FNBT
724
FineMark National Bank & Trust
Florida
$9.03M +$740K +1,808 +9%
TWA
725
Tandem Wealth Advisors
Arizona
$9.01M -$1.42M -3,456 -14%