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Invesco QQQ Trust

2,887 hedge funds and large institutions have $104B invested in Invesco QQQ Trust in 2024 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 1,240 increasing their positions, 1,045 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+62
Holders Change %
+2.19%
% of All Funds
41.85%
Holding in Top 10
642
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.26%
% of All Funds
9.31%
New
232
Increased
1,240
Reduced
1,045
Closed
127
Calls
$121B
Puts
$225B
Net Calls
-$104B
Net Calls Change
-$6.98B
Name Holding Trade Value Shares
Change
Shares
Change %
TBWA
976
Three Bridge Wealth Advisors
California
$5.73M +$1.08M +2,424 +23%
CFG
977
Carr Financial Group
Massachusetts
$5.73M -$166K -373 -3%
OHWP
978
Oak Harbor Wealth Partners
North Carolina
$5.71M -$302K -681 -5%
RG
979
Retirement Group
California
$5.69M -$36K -81 -0.6%
BMCM
980
Bryn Mawr Capital Management
Pennsylvania
$5.69M +$1.25M +3,655 +28%
AIM
981
Aurora Investment Managers
Florida
$5.69M -$71.5K -161 -1%
BCM
982
BTC Capital Management
Iowa
$5.68M +$5.68M +12,800 New
FNBOO
983
First National Bank of Omaha
Nebraska
$5.68M -$898K -1,916 -14%
NW
984
NewEdge Wealth
Pennsylvania
$5.64M +$1.82M +4,268 +48%
MA
985
Modus Advisors
Minnesota
$5.63M -$806K -1,816 -13%
PWA
986
Provenance Wealth Advisors
Florida
$5.63M -$59.9K -135 -1%
SCA
987
Sandy Cove Advisors
Massachusetts
$5.62M +$411K +925 +8%
HIF
988
Hill Island Financial
Michigan
$5.61M -$444K -1,000 -7%
SAM
989
Strategy Asset Managers
California
$5.6M +$21.3K +48 +0.4%
HIS
990
Harvest Investment Services
Illinois
$5.6M +$5.6M +12,612 New
ABC
991
Associated Banc-Corp
Wisconsin
$5.58M +$26.2K +59 +0.5%
TNBTD
992
Trustmark National Bank Trust Department
Mississippi
$5.57M -$3.7M -8,334 -40%
JHCP
993
Jackson Hole Capital Partners
Oklahoma
$5.57M +$151K +341 +3%
BWP
994
Balboa Wealth Partners
Arizona
$5.56M -$207K -467 -4%
MWM
995
Modera Wealth Management
New Jersey
$5.55M -$111K -249 -2%
MPW
996
Monterey Private Wealth
California
$5.55M +$330K +744 +6%
PWP
997
Principle Wealth Partners
Connecticut
$5.52M +$14.7K +33 +0.3%
GWM
998
Greenhouse Wealth Management
Connecticut
$5.49M +$11.1K +25 +0.2%
APW
999
Aurora Private Wealth
New Jersey
$5.47M -$89K -200 -2%
CVM
1000
Cheviot Value Management
California
$5.47M -$91K -205 -2%