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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 %
OL
901
Owen LaRue
Kentucky
$6.2M +$56.9K +139 +0.9%
GSC
902
G&S Capital
Colorado
$6.18M +$1.36M +3,313 +28%
MPCL
903
My Personal CFO LLC
Washington
$6.13M -$70.4K -172 -1%
TCM
904
Traynor Capital Management
Pennsylvania
$6.06M -$242K -592 -4%
RPCONE
905
Retirement Planning Company of New England
Rhode Island
$6.06M +$63.9K +156 +1%
SB
906
Strategic Blueprint
Georgia
$6.05M +$437K +1,066 +8%
PWM
907
Paulson Wealth Management
Illinois
$6.05M -$35.2K -86 -0.6%
CCM
908
Canal Capital Management
Virginia
$6.02M +$45.9K +112 +0.8%
CWP
909
CFM Wealth Partners
Texas
$6.01M +$5.73K +14 +0.1%
PBF
910
Petix & Botte Financial
California
$6.01M -$62.2K -152 -1%
CWM
911
Concentrum Wealth Management
California
$6M +$803K +1,962 +15%
TFM
912
Trademark Financial Management
Minnesota
$5.98M +$5.98M +14,596 New
HT
913
Headlands Technologies
Illinois
$5.96M +$5.09M +12,420 +583%
EF
914
Empirical Finance
Pennsylvania
$5.96M
MCA
915
Martin Capital Advisors
Texas
$5.94M -$10.2K -25 -0.2%
MA
916
Modus Advisors
Minnesota
$5.94M +$412K +1,006 +7%
CGH
917
CMG Global Holdings
Texas
$5.91M -$184K -424 -3%
PFA
918
Pettinga Financial Advisors
Indiana
$5.89M -$189K -461 -3%
MF
919
Meridian Financial
Massachusetts
$5.88M +$262K +640 +5%
FI
920
Financial Insights
Washington
$5.87M +$5.87M +14,338 New
TA
921
TKG Advisors
Indiana
$5.85M +$545K +1,332 +10%
AFS
922
AFG Fiduciary Services
Massachusetts
$5.85M -$202K -500 -3%
ZIM
923
Zacks Investment Management
Illinois
$5.85M +$1.83M +4,479 +46%
LSA
924
Lansing Street Advisors
Pennsylvania
$5.83M +$5.83M +14,238 New
SYBT
925
Stock Yards Bank & Trust
Kentucky
$5.82M -$530K -1,294 -8%