QQQ icon

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 %
WHG
876
Westwood Holdings Group
Texas
$7.17M +$885K +1,993 +14%
CWM
877
Concentrum Wealth Management
California
$7.17M +$657K +1,480 +10%
SFI
878
SPC Financial Inc
Maryland
$7.16M -$26.2K -59 -0.4%
AWM
879
Alterna Wealth Management
Texas
$7.16M +$5.2M +11,714 +265%
LA
880
Latitude Advisors
Florida
$7.11M +$7.11M +16,024 New
FWM
881
Fingerlakes Wealth Management
New York
$7.1M -$33.7K -76 -0.5%
ITB
882
Idaho Trust Bank
Idaho
$7.1M +$7.1M +15,999 New
KFGK
883
Keystone Financial Group (Kentucky)
Kentucky
$7.09M +$1.37M +3,094 +24%
NWA
884
Navis Wealth Advisors
New York
$7.07M -$218K -492 -3%
OCFG
885
O'Connor Financial Group
Illinois
$7.04M +$3.07M +6,919 +78%
CIAS
886
Capital Investment Advisory Services
North Carolina
$7.02M +$64.4K +145 +0.9%
CWP
887
CFM Wealth Partners
Texas
$7.02M +$499K +1,123 +8%
RWPA
888
Richard W. Paul & Associates
Michigan
$7.02M +$244K +549 +4%
SCM
889
Shelton Capital Management
Colorado
$7.01M +$3.11M +6,995 +79%
AWM
890
Avior Wealth Management
Nebraska
$7.01M -$223K -503 -3%
SSCM
891
Spectrum Strategic Capital Management
Oregon
$6.98M -$74.2K -167 -1%
FAM
892
Flaharty Asset Management
Florida
$6.98M -$1.39M -3,134 -17%
HWP
893
Highline Wealth Partners
California
$6.97M +$1.58M +3,559 +29%
LSA
894
Lansing Street Advisors
Pennsylvania
$6.95M +$626K +1,410 +10%
ME
895
McIlrath & Eck
Washington
$6.92M +$6.06M +13,640 +703%
PIMG
896
Patriot Investment Management Group
Tennessee
$6.91M +$2.66M +5,989 +63%
CMI
897
Clare Market Investments
Texas
$6.9M -$16.9K -38 -0.2%
TFGT
898
TS Financial Group (TSFG)
Illinois
$6.89M -$1.09M -2,456 -14%
NPFS
899
Novak & Powell Financial Services
Florida
$6.86M -$1.98M -4,458 -22%
EWM
900
Elite Wealth Management
Washington
$6.85M +$103K +231 +2%
34 35
36
37 38