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Invesco QQQ Trust
QQQ

Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.55B
2
Jane Street
Jane Street
New York
+$842M
3
Wells Fargo
Wells Fargo
California
+$834M
4
HF
HRT Financial
New York
+$755M
5
Wolverine Trading
Wolverine Trading
Illinois
+$695M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$12.6B
2
Morgan Stanley
Morgan Stanley
New York
-$7.94B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.11B
4
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$597M
5
RCM
Rokos Capital Management
United Kingdom
-$554M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
751
North Star Investment Management
Illinois
$9.02M +$46.2K +104 +0.5%
CAG
752
Crestwood Advisors Group
Massachusetts
$8.96M -$318K -717 -3%
CA
753
CV Advisors
Florida
$8.95M +$7.05M +15,869 +369%
SIA
754
Soltis Investment Advisors
Utah
$8.92M -$3.15M -7,084 -26%
OSAM
755
O'Shaughnessy Asset Management
Connecticut
$8.91M +$1.36M +3,069 +18%
WCM
756
WealthBridge Capital Management
Ohio
$8.91M +$285K +641 +3%
MWM
757
Mission Wealth Management
California
$8.91M +$434K +977 +5%
SHA
758
Seneca House Advisors
Virginia
$8.88M -$216K -486 -2%
MIA
759
MMBG Investment Advisors
Florida
$8.87M -$129K -290 -1%
CAG
760
Curtis Advisory Group
California
$8.84M +$45.7K +103 +0.5%
BCP
761
Berkeley Capital Partners
Georgia
$8.83M +$31.1K +70 +0.4%
SWA
762
SOA Wealth Advisors
New York
$8.78M -$64.4K -145 -0.7%
HTC
763
Haverford Trust Company
Pennsylvania
$8.77M -$121K -273 -1%
TWA
764
Tandem Wealth Advisors
Arizona
$8.77M -$916K -2,079 -9%
PWW
765
Pettyjohn Wood & White
Virginia
$8.75M -$99.5K -224 -1%
RIA
766
Realta Investment Advisors
Delaware
$8.74M +$708K +1,594 +9%
WAS
767
Wealth Advisory Solutions
Indiana
$8.71M -$109K -245 -1%
SWM
768
Scissortail Wealth Management
Oklahoma
$8.71M +$64.4K +145 +0.7%
EWM
769
Empirical Wealth Management
Washington
$8.7M -$123K -277 -1%
VCM
770
Verde Capital Management
Michigan
$8.69M -$624K -1,405 -7%
FFA
771
Florida Financial Advisors
Florida
$8.65M +$1.29M +2,913 +18%
EWA
772
Exencial Wealth Advisors
Oklahoma
$8.62M +$43.1K +97 +0.5%
PF
773
Prosperitas Financial
California
$8.6M -$95.9K -216 -1%
WB
774
WesBanco Bank
West Virginia
$8.6M +$626K +1,411 +8%
WWA
775
WCG Wealth Advisors
Nevada
$8.56M -$4.3M -9,678 -33%
29 30
31
32 33