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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 %
HWP
1001
Highline Wealth Partners
California
$4.97M +$973K +2,376 +24%
AA
1002
Apriem Advisors
California
$4.96M +$41K +100 +0.8%
SL
1003
Stevard LLC
Illinois
$4.94M
ZF
1004
Zega Financial
Florida
$4.94M +$4.94M +12,056 New
T
1005
Tidemark
California
$4.93M +$4.93M +12,033 New
PHWM
1006
Pine Harbor Wealth Management
Maryland
$4.92M +$4.92M +12,014 New
LA
1007
Legacy Advisors
Pennsylvania
$4.89M -$261K -636 -5%
ETIA
1008
Epic Trust Investment Advisors
Washington
$4.89M +$201K +491 +4%
WB
1009
Webster Bank
Connecticut
$4.88M -$699K -1,708 -13%
CW
1010
CIC Wealth
Maryland
$4.88M -$390K -952 -7%
LI
1011
LMCG Investments
Massachusetts
$4.88M +$412K +1,007 +9%
MFG
1012
Midwest Financial Group
Kansas
$4.84M +$98.3K +240 +2%
CPC
1013
Consolidated Planning Corp
Georgia
$4.84M -$4.11M -10,033 -46%
Invesco
1014
Invesco
Georgia
$4.81M +$638K +1,558 +15%
MPW
1015
Monterey Private Wealth
California
$4.81M +$696K +1,700 +17%
SC
1016
Stephens Consulting
Michigan
$4.81M +$61.4K +150 +1%
ZB
1017
Zions Bancorporation
Utah
$4.81M
SCA
1018
Sandy Cove Advisors
Massachusetts
$4.8M +$326K +795 +7%
ACM
1019
Absolute Capital Management
Pennsylvania
$4.79M -$430K -1,049 -8%
LWA
1020
Ledgewood Wealth Advisors
New Hampshire
$4.78M +$4.78M +11,678 New
PCA
1021
Prosperity Capital Advisors
Ohio
$4.78M -$155K -378 -3%
VW
1022
Vance Wealth
California
$4.78M -$266K -650 -5%
HW
1023
Hancock Whitney
Mississippi
$4.75M +$3.6M +8,784 +312%
PCMC
1024
Private Capital Management (Colorado)
Colorado
$4.72M -$138K -336 -3%
RS
1025
Retirement Solution
Washington
$4.7M -$1.09M -2,653 -19%