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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 %
PWA
976
Provenance Wealth Advisors
Florida
$5.24M +$377K +920 +8%
AWM
977
Avaii Wealth Management
Wisconsin
$5.24M +$115K +280 +2%
APP
978
Avantax Planning Partners
Iowa
$5.22M +$453K +1,105 +9%
MWM
979
Modera Wealth Management
New Jersey
$5.22M +$186K +455 +4%
SAM
980
Strategy Asset Managers
California
$5.15M +$673K +1,643 +15%
EW
981
Enzi Wealth
Texas
$5.14M -$2.77M -6,470 -35%
HG
982
Herbst Group
Connecticut
$5.14M +$257K +627 +5%
CVM
983
Cheviot Value Management
California
$5.13M -$291K -711 -5%
EFH
984
Eaton Financial Holdings
Florida
$5.13M +$365K +891 +8%
PCM
985
Pentwater Capital Management
Florida
$5.12M -$11.2M -27,423 -69%
APW
986
Aurora Private Wealth
New Jersey
$5.12M +$176K +431 +4%
ABC
987
Associated Banc-Corp
Wisconsin
$5.12M -$5.32K -13 -0.1%
MAG
988
M3 Advisory Group
Massachusetts
$5.11M +$5.11M +12,489 New
PPP
989
Private Portfolio Partners
New Jersey
$5.1M +$141K +344 +3%
DC
990
Destiny Capital
Colorado
$5.09M +$5.09M +12,436 New
PMG
991
ProVise Management Group
Florida
$5.08M +$104K +254 +2%
PWP
992
Principle Wealth Partners
Connecticut
$5.08M -$61.4K -150 -1%
RWA
993
Rainsberger Wealth Advisors
Colorado
$5.07M -$428K -1,044 -8%
GWM
994
Greenhouse Wealth Management
Connecticut
$5.06M -$36.4K -89 -0.7%
FWM
995
FFT Wealth Management
Pennsylvania
$5.04M +$311K +759 +7%
OCM
996
Objective Capital Management
Ohio
$5.04M +$98.3K +240 +2%
DC
997
DeDora Capital
California
$5.02M -$134K -327 -3%
RRCM
998
Rappaport Reiches Capital Management
Illinois
$5.01M +$526K +1,284 +12%
JHCP
999
Jackson Hole Capital Partners
Oklahoma
$4.99M +$72.5K +177 +1%
GWM
1000
Gray Wealth Management
Maine
$4.97M +$86K +210 +2%