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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 %
DWM
951
Destination Wealth Management
California
$5.53M +$275K +671 +5%
PIA
952
Perennial Investment Advisors
California
$5.52M +$119K +291 +2%
CFB
953
Cullen/Frost Bankers
Texas
$5.5M -$13.9K -34 -0.3%
HGERS
954
Householder Group Estate & Retirement Specialist
Arizona
$5.49M +$72.9K +178 +1%
ARG
955
Advisory Resource Group
Oklahoma
$5.48M +$52K +127 +1%
PFA
956
Plotkin Financial Advisors
Maryland
$5.45M +$335K +818 +7%
CFG
957
Carr Financial Group
Massachusetts
$5.44M -$155K -379 -3%
CWMGP
958
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.43M -$61.4K -150 -1%
DWP
959
Daymark Wealth Partners
Ohio
$5.42M +$79.4K +194 +1%
AC
960
Abbrea Capital
California
$5.42M +$19.7K +48 +0.4%
LG
961
LAM Group
Oregon
$5.42M
DWP
962
Destiny Wealth Partners
Florida
$5.39M +$5.55K +14 +0.1%
IWP
963
Innova Wealth Partners
Pennsylvania
$5.37M +$3.88M +9,472 +260%
MFGM
964
Marshall Financial Group (Maryland)
Maryland
$5.36M +$28.3K +69 +0.5%
PWG
965
Portside Wealth Group
Utah
$5.35M -$268K -654 -5%
AP
966
Advisors Preferred
Maryland
$5.35M +$4.18M +10,379 +358%
EGA
967
E&G Advisors
Texas
$5.34M +$810K +1,978 +18%
BWP
968
Balboa Wealth Partners
Arizona
$5.32M +$502K +1,227 +10%
AIM
969
Aurora Investment Managers
Florida
$5.31M -$220K -537 -4%
BMCM
970
Bryn Mawr Capital Management
Pennsylvania
$5.3M +$213K +521 +4%
MCM
971
Monument Capital Management
Virginia
$5.29M +$59.4K +145 +1%
SCM
972
Stonehearth Capital Management
Massachusetts
$5.29M +$5.29M +12,908 New
RG
973
Retirement Group
California
$5.28M -$2.43M -5,933 -32%
KFGK
974
Keystone Financial Group (Kentucky)
Kentucky
$5.28M -$207K -506 -4%
LIM
975
Leavell Investment Management
Alabama
$5.26M +$845K +2,062 +19%