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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 %
GA
751
Geller Advisors
New York
$8.48M +$2.41M +5,879 +40%
BPC
752
Banque Pictet & Cie
Switzerland
$8.43M -$6.92M -16,887 -45%
SHA
753
Seneca House Advisors
Virginia
$8.39M -$270K -660 -3%
PIA
754
Powell Investment Advisors
Florida
$8.37M +$172K +421 +2%
HWM
755
HFG Wealth Management
Texas
$8.36M +$8.36M +20,405 New
AssetMark Inc
756
AssetMark Inc
California
$8.34M -$86.8K -212 -1%
SWM
757
Scissortail Wealth Management
Oklahoma
$8.34M +$331K +773 +4%
MIA
758
MMBG Investment Advisors
Florida
$8.3M -$1.4M -3,420 -14%
MBI
759
May Barnhard Investments
Maryland
$8.29M +$8.29M +20,237 New
Wellington Management Group
760
Wellington Management Group
Massachusetts
$8.28M -$1.47M -3,582 -15%
HBW
761
Hazlett, Burt & Watson
West Virginia
$8.28M +$462K +1,128 +6%
NSIM
762
North Star Investment Management
Illinois
$8.28M +$154K +376 +2%
CA
763
Cresta Advisors
Texas
$8.21M +$59.8K +146 +0.7%
HTC
764
Haverford Trust Company
Pennsylvania
$8.2M -$7.01M -17,121 -46%
BG
765
Bollard Group
Massachusetts
$8.2M +$24.1K +59 +0.3%
GLA
766
Good Life Advisors
Pennsylvania
$8.19M -$161K -392 -2%
PWW
767
Pettyjohn Wood & White
Virginia
$8.16M +$81.5K +199 +1%
SWA
768
SOA Wealth Advisors
New York
$8.16M -$72.5K -177 -0.9%
BA
769
Bristlecone Advisors
Washington
$8.16M +$257K +627 +3%
WAS
770
Wealth Advisory Solutions
Indiana
$8.14M -$498K -1,217 -6%
EWM
771
Empirical Wealth Management
Washington
$8.14M +$242K +591 +3%
TA
772
Tactive Advisors
Florida
$8.13M -$1.38M -3,368 -15%
NPFS
773
Novak & Powell Financial Services
Florida
$8.12M +$8.12M +19,902 New
OWA
774
Outlook Wealth Advisors
Texas
$8.11M -$418K -1,021 -5%
BCP
775
Berkeley Capital Partners
Georgia
$8.11M +$360K +880 +5%