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Invesco QQQ Trust

3,366 hedge funds and large institutions have $131B invested in Invesco QQQ Trust in 2024 Q4 according to their latest regulatory filings, with 524 funds opening new positions, 1,417 increasing their positions, 1,056 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,366
Holders Change
+338
Holders Change %
+11.16%
% of All Funds
44.8%
Holding in Top 10
739
Holding in Top 10 Change
+108
Holding in Top 10 Change %
+17.12%
% of All Funds
9.84%
New
524
Increased
1,417
Reduced
1,056
Closed
124
Calls
$114B
Puts
$201B
Net Calls
-$87.1B
Net Calls Change
+$22.6B
Name Holding Trade Value Shares
Change
Shares
Change %
RWPA
901
Richard W. Paul & Associates
Michigan
$8.91M -$155K -303 -2%
OCFG
902
O'Connor Financial Group
Illinois
$8.89M +$166K +324 +2%
CWP
903
CFM Wealth Partners
Texas
$8.86M +$63.9K +125 +0.7%
SWA
904
SOA Wealth Advisors
New York
$8.86M -$18.9K -37 -0.2%
AIP
905
Alexis Investment Partners
Texas
$8.86M +$8.86M +17,224 New
SA
906
Sovran Advisors
California
$8.82M +$8.82M +17,469 New
CAI
907
Capital Advisors Inc
Oklahoma
$8.8M +$3.5M +6,846 +66%
PIA
908
Perennial Investment Advisors
California
$8.8M +$188K +367 +2%
SSCM
909
Spectrum Strategic Capital Management
Oregon
$8.79M -$276K -540 -3%
HWP
910
Highline Wealth Partners
California
$8.76M -$40.9K -80 -0.5%
EWA
911
Exencial Wealth Advisors
Oklahoma
$8.76M -$152K -297 -2%
HCM
912
Hilton Capital Management
New York
$8.75M
AA
913
Ancora Advisors
Ohio
$8.74M +$783K +1,531 +10%
GEA
914
Glen Eagle Advisors
New Jersey
$8.74M -$88.4K -173 -1%
SPW
915
Surience Private Wealth
Washington
$8.71M -$4.43M -8,667 -34%
VCM
916
Verde Capital Management
Michigan
$8.69M -$280K -548 -3%
SW
917
SVB Wealth
Massachusetts
$8.69M +$8.69M +16,989 New
MTWM
918
Masso Torrence Wealth Management
New Jersey
$8.68M -$202K -396 -2%
GWAM
919
Guardian Wealth Advisors (Minnesota)
Minnesota
$8.66M -$164K -321 -2%
MAM
920
Mystic Asset Management
Rhode Island
$8.65M -$177K -346 -2%
WPW
921
Watershed Private Wealth
Illinois
$8.64M -$225K -440 -3%
AC
922
Avestar Capital
New York
$8.6M +$273K +534 +3%
FNC
923
First National Corp
Massachusetts
$8.57M -$87.9K -172 -1%
VFM
924
Vision Financial Markets
Connecticut
$8.56M +$8.56M +16,745 New
MHFA
925
Mission Hills Financial Advisory
California
$8.56M +$883K +1,727 +12%