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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 %
Natixis Advisors
701
Natixis Advisors
Massachusetts
$10.2M +$1.83M +4,112 +22%
WAM
702
WealthTrust Asset Management
Florida
$10.2M -$115K -260 -1%
BWL
703
Bogart Wealth LLC
Virginia
$10.2M -$16.9K -38 -0.2%
PW
704
Peninsula Wealth
California
$10.2M +$1.93M +4,350 +23%
JF
705
JSF Financial
California
$10.2M -$333K -751 -3%
GA
706
Geller Advisors
New York
$10.1M +$885K +1,990 +10%
SG
707
StoneX Group
New York
$10.1M -$2.36M -5,301 -19%
AT
708
American Trust
Kentucky
$10M -$3.51M -7,913 -26%
ACI
709
Alpha Cubed Investments
California
$10M -$1.4M -3,149 -12%
GL
710
Gerber LLC
Ohio
$10M +$611K +1,377 +7%
CCG
711
Chatham Capital Group
Georgia
$10M -$312K -702 -3%
LIM
712
Lingotto Investment Management
United Kingdom
$9.99M +$9.99M +22,500 New
HA
713
HFG Advisors
Ohio
$9.92M +$85.2K +192 +0.9%
BWM
714
BCGM Wealth Management
Indiana
$9.9M -$355K -800 -3%
CCG
715
Cypress Capital Group
Florida
$9.87M +$306K +689 +3%
RCAG
716
Rehmann Capital Advisory Group
Michigan
$9.86M +$181K +407 +2%
AssetMark Inc
717
AssetMark Inc
California
$9.86M +$810K +1,824 +9%
KWA
718
Kingswood Wealth Advisors
California
$9.82M -$3.58M -8,053 -27%
FGG
719
Financial Guidance Group
Florida
$9.81M +$84.4K +190 +0.9%
PWM
720
Proathlete Wealth Management
Florida
$9.73M +$339K +763 +4%
SWP
721
Strategic Wealth Partners
Ohio
$9.72M +$1.05M +2,356 +12%
GLA
722
Good Life Advisors
Pennsylvania
$9.68M +$809K +1,822 +9%
AFG
723
Albion Financial Group
Utah
$9.68M +$25.8K +58 +0.3%
CCM
724
Coldstream Capital Management
Washington
$9.67M +$117K +264 +1%
T2I
725
Turim 21 Investimentos
Brazil
$9.65M +$969K +2,183 +11%