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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 %
RF
801
Robbins Farley
New Hampshire
$7.65M
TA
802
TrueWealth Advisors
Alabama
$7.63M +$362K +885 +5%
PW
803
Peninsula Wealth
California
$7.62M +$19.2K +47 +0.3%
EP
804
Eudaimonia Partners
Tennessee
$7.58M +$61K +149 +0.8%
PFP
805
Pinnacle Financial Partners
Tennessee
$7.57M +$439K +1,071 +6%
BFM
806
Boston Financial Management
Massachusetts
$7.55M +$41.4K +101 +0.6%
CFD
807
Creative Financial Designs
Indiana
$7.53M +$1.47M +3,582 +24%
CCM
808
Crew Capital Management
Ohio
$7.53M -$459K -1,121 -6%
AF
809
Advisornet Financial
Minnesota
$7.49M +$524K +1,280 +8%
WP
810
WealthPLAN Partners
Nebraska
$7.47M +$2.07M +5,049 +38%
EC
811
EdgeRock Capital
Colorado
$7.47M -$1.57M -3,664 -17%
UIA
812
Ulland Investment Advisors
Minnesota
$7.44M +$74.9K +183 +1%
KP
813
Keel Point
Alabama
$7.43M +$339K +829 +5%
RIA
814
Realta Investment Advisors
Delaware
$7.41M -$5.99M -14,637 -45%
GEA
815
Glen Eagle Advisors
New Jersey
$7.37M -$13.5K -33 -0.2%
AA
816
Ancora Advisors
Ohio
$7.37M -$172K -421 -2%
FNC
817
First National Corp
Massachusetts
$7.37M +$139K +339 +2%
JGC
818
J. Goldman & Co
New York
$7.36M -$29.2M -71,244 -80%
PS
819
Planned Solutions
California
$7.36M -$261K -638 -3%
TFGT
820
TS Financial Group (TSFG)
Illinois
$7.36M +$612K +1,495 +9%
WB
821
WesBanco Bank
West Virginia
$7.35M +$11.1K +27 +0.2%
NF
822
Nikulski Financial
Iowa
$7.35M -$71.3K -174 -1%
AFG
823
Atomi Financial Group
New York
$7.35M +$4.18M +10,211 +132%
MTWM
824
Masso Torrence Wealth Management
New Jersey
$7.34M +$1.18M +2,876 +19%
KWS
825
Keystone Wealth Services
California
$7.34M -$170K -414 -2%