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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 %
CFB
951
Cullen/Frost Bankers
Texas
$6.57M +$76.7K +160 +1%
DWM
952
Destination Wealth Management
California
$6.57M +$252K +525 +4%
PWM
953
Paulson Wealth Management
Illinois
$6.56M -$345K -720 -5%
ARG
954
Advisory Resource Group
Oklahoma
$6.55M +$3.35K +7 +0.1%
CGH
955
CMG Global Holdings
Texas
$6.54M +$22.5K +47 +0.3%
GSC
956
G&S Capital
Colorado
$6.53M -$612K -1,233 -9%
PFA
957
Pettinga Financial Advisors
Indiana
$6.53M -$662K -1,381 -9%
BWS
958
Buck Wealth Strategies
Colorado
$6.52M +$6.52M +13,605 New
KWA
959
Kellett Wealth Advisors
Ohio
$6.5M -$331K -690 -5%
NJIM
960
Nabity-Jensen Investment Management
Nebraska
$6.5M +$8.15K +17 +0.1%
FCMC
961
Founders Capital Management (Connecticut)
Connecticut
$6.47M
DWM
962
Dogwood Wealth Management
Kansas
$6.45M +$1.5M +3,122 +30%
HWP
963
Heritage Wealth Partners
Ohio
$6.43M +$1.06M +2,209 +20%
BTWM
964
Baker Tilly Wealth Management
Wisconsin
$6.42M +$3.2M +6,674 +99%
CWMGP
965
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$6.42M +$137K +286 +2%
DWP
966
Destiny Wealth Partners
Florida
$6.39M -$453K -945 -7%
RWIA
967
Roger Wittlin Investment Advisory
California
$6.37M +$1.35M +2,818 +27%
TFGT
968
TS Financial Group (TSFG)
Illinois
$6.37M -$1.06M -2,210 -14%
TNBTD
969
Trustmark National Bank Trust Department
Mississippi
$6.36M +$347K +724 +6%
PF
970
Phoenix Financial
Israel
$6.34M -$270K -563 -4%
LA
971
LexAurum Advisors
Kansas
$6.33M -$275K -575 -4%
NG
972
Norden Group
Utah
$6.32M +$1.02M +2,124 +19%
BMCM
973
Bryn Mawr Capital Management
Pennsylvania
$6.3M -$1.66M -3,464 -21%
WB
974
Webster Bank
Connecticut
$6.25M -$17.2K -36 -0.3%
RC
975
Rovin Capital
Arizona
$6.24M -$187K -390 -3%