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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 %
CAG
776
Curtis Advisory Group
California
$8.11M -$3.65M -8,917 -31%
VA
777
Vident Advisory
Georgia
$8.06M -$911K -2,224 -10%
SFCL
778
Strengthening Families & Communities LLC
Massachusetts
$8.06M +$275K +671 +4%
DC
779
Davenport & Co
Virginia
$8.05M +$795K +1,942 +11%
GWAM
780
Guardian Wealth Advisors (Minnesota)
Minnesota
$8.04M -$98.7K -241 -1%
PF
781
Prosperitas Financial
California
$8.02M -$611K -1,493 -7%
KDA
782
Kraft Davis & Associates
Missouri
$8.02M +$7.21M +16,993 +885%
T2I
783
Turim 21 Investimentos
Brazil
$8.01M +$1.39M +3,406 +21%
SWP
784
Strategic Wealth Partners
Ohio
$8M +$18K +44 +0.2%
NFG
785
Nadler Financial Group
Illinois
$7.98M +$762K +1,861 +11%
BDWCC
786
B&D White Capital Company
Texas
$7.97M -$3.41M -8,317 -30%
SA
787
Stewardship Advisors
Pennsylvania
$7.96M -$174K -424 -2%
WCM
788
WealthBridge Capital Management
Ohio
$7.96M +$192K +469 +2%
EWA
789
Exencial Wealth Advisors
Oklahoma
$7.91M +$3.28K +8 +0%
HSA
790
HBK Sorce Advisory
Pennsylvania
$7.88M -$422K -1,030 -5%
WWWM
791
White Wing Wealth Management
Texas
$7.83M +$7.83M +19,337 New
RW
792
RVW Wealth
California
$7.83M -$30.7K -75 -0.4%
MWM
793
Mission Wealth Management
California
$7.82M +$220K +537 +3%
PTC
794
Private Trust Company
Ohio
$7.77M +$218K +532 +3%
Natixis Advisors
795
Natixis Advisors
Massachusetts
$7.75M +$1.15M +2,809 +17%
FAM
796
Flaharty Asset Management
Florida
$7.72M -$193K -472 -2%
AWAP
797
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$7.71M -$20.9K -51 -0.3%
GAMC
798
Garner Asset Management Corp
Texas
$7.68M +$869K +2,009 +13%
PSCM
799
Per Stirling Capital Management
Texas
$7.67M -$152K -372 -2%
SS
800
Sunbelt Securities
Texas
$7.66M -$177K -432 -2%