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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 %
AFA
826
Atlas Financial Advisors
California
$7.3M -$8.2M -20,012 -53%
IF
827
Intrua Financial
Texas
$7.3M -$540K -1,319 -7%
ET
828
Equitable Trust
Tennessee
$7.29M +$176K +430 +2%
PCIG
829
Partners Capital Investment Group
Massachusetts
$7.29M -$238K -581 -3%
DA
830
Drake & Associates
Wisconsin
$7.28M -$174K -426 -2%
TFA
831
Toth Financial Advisory
Virginia
$7.27M +$54.9K +134 +0.8%
HCM
832
HMS Capital Management
Tennessee
$7.26M -$495K -1,208 -6%
VM
833
VPR Management
Texas
$7.25M
WPC
834
Wedmont Private Capital
Pennsylvania
$7.24M -$277K -684 -4%
Empower Advisory Group
835
Empower Advisory Group
Colorado
$7.22M -$81.1K -198 -1%
GAM
836
Grandview Asset Management
Pennsylvania
$7.19M -$180K -440 -2%
MWA
837
MFA Wealth Advisors
Pennsylvania
$7.16M -$455K -1,112 -6%
IIA
838
Integral Investment Advisors
California
$7.15M +$256K +625 +4%
HFS
839
Howard Financial Services
Texas
$7.12M +$367K +896 +5%
NEPWA
840
New England Private Wealth Advisors
Massachusetts
$7.12M -$478K -1,168 -6%
Macquarie Group
841
Macquarie Group
Australia
$7.12M +$7.12M +17,380 New
QWM
842
Quadcap Wealth Management
Texas
$7.09M +$7.09M +17,306 New
RSWM
843
Robertson Stephens Wealth Management
California
$7.08M +$430K +1,050 +6%
Mitsubishi UFJ Trust & Banking
844
Mitsubishi UFJ Trust & Banking
Japan
$7.05M
DL
845
DOHJ LLC
Washington
$7.03M -$1.02M -2,492 -13%
TPWA
846
TRUE Private Wealth Advisors
Oregon
$7.01M -$18.4K -45 -0.3%
HCM
847
Hilton Capital Management
New York
$7.01M
GAM
848
Griffin Asset Management
New York
$6.99M -$11.5K -28 -0.2%
OSAM
849
O'Shaughnessy Asset Management
Connecticut
$6.96M +$597K +1,459 +9%
JIC
850
Joel Isaacson & Co
New York
$6.96M +$156K +382 +2%