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Invesco QQQ Trust

2,941 hedge funds and large institutions have $107B invested in Invesco QQQ Trust in 2024 Q2 according to their latest regulatory filings, with 225 funds opening new positions, 1,345 increasing their positions, 956 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,941
Holders Change
+54
Holders Change %
+1.87%
% of All Funds
42.77%
Holding in Top 10
654
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.87%
% of All Funds
9.51%
New
225
Increased
1,345
Reduced
956
Closed
127
Calls
$128B
Puts
$213B
Net Calls
-$85.3B
Net Calls Change
+$19B
Name Holding Trade Value Shares
Change
Shares
Change %
UIA
826
Ulland Investment Advisors
Minnesota
$8.67M -$50.8K -106 -0.6%
PSCM
827
Per Stirling Capital Management
Texas
$8.63M +$158K +330 +2%
BCV
828
Banque Cantonale Vaudoise
Switzerland
$8.6M -$10.4M -21,757 -55%
IFA
829
Interactive Financial Advisors
Illinois
$8.59M +$4.98M +10,387 +138%
Charles Schwab
830
Charles Schwab
California
$8.58M +$8.58M +17,914 New
PCIG
831
Partners Capital Investment Group
Massachusetts
$8.57M +$4.74M +9,869 +124%
MTWM
832
Masso Torrence Wealth Management
New Jersey
$8.56M +$190K +396 +2%
BFG
833
Berger Financial Group
Minnesota
$8.55M +$1.67M +3,489 +24%
RSWM
834
Robertson Stephens Wealth Management
California
$8.5M -$168K -350 -2%
BSAM
835
Blue Square Asset Management
New York
$8.49M +$8.49M +17,713 New
RWPA
836
Richard W. Paul & Associates
Michigan
$8.48M +$910K +1,900 +12%
PCM
837
Ping Capital Management
New York
$8.48M +$8.48M +17,700 New
JEST
838
JTC Employer Solutions Trustee
Jersey
$8.48M -$54.6K -114 -0.6%
GFS
839
GYL Financial Synergies
Connecticut
$8.48M +$670K +1,399 +9%
TA
840
TrueWealth Advisors
Alabama
$8.47M +$270K +563 +3%
AWAP
841
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$8.41M +$2.4K +5 +0%
RBC
842
Rye Brook Capital
Connecticut
$8.38M -$15.6M -32,550 -65%
CA
843
Clearstead Advisors
Ohio
$8.38M +$3.75M +7,831 +81%
ACM
844
Absolute Capital Management
Pennsylvania
$8.37M -$4.36M -9,101 -34%
PFA
845
Plotkin Financial Advisors
Maryland
$8.37M +$383K +800 +5%
LHA
846
Little Harbor Advisors
Massachusetts
$8.37M +$1.01M +2,100 +14%
CWP
847
Capital Wealth Planning
Florida
$8.37M +$3.1M +6,474 +59%
ME
848
McIlrath & Eck
Washington
$8.36M +$896K +1,871 +12%
ACP
849
Arcus Capital Partners
Georgia
$8.35M -$147K -306 -2%
BG
850
Bollard Group
Massachusetts
$8.35M -$1.27M -2,649 -13%