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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 %
PFA
1026
Pure Financial Advisors
California
$4.7M +$539K +1,315 +13%
BWS
1027
Buck Wealth Strategies
Colorado
$4.69M +$4.63M +11,305 +7,247%
CAM
1028
Cozad Asset Management
Illinois
$4.66M +$621K +1,517 +15%
GIM
1029
Grassi Investment Management
California
$4.64M +$80.3K +196 +2%
TCOV
1030
Trust Company of Vermont
Vermont
$4.63M +$62.2K +152 +1%
PBK
1031
Peoples Bank (Kansas)
Kansas
$4.63M +$815K +1,991 +21%
CLOS
1032
Compagnie Lombard Odier SCmA
Switzerland
$4.63M -$713K -1,740 -13%
OWA
1033
Octavia Wealth Advisors
Ohio
$4.63M -$428K -1,045 -8%
LWMG
1034
Levy Wealth Management Group
Pennsylvania
$4.6M +$106K +258 +2%
HWP
1035
Heritage Wealth Partners
Ohio
$4.59M -$382K -934 -8%
CI
1036
Clal Insurance
Israel
$4.58M +$4.58M +11,173 New
RWB
1037
RMR Wealth Builders
New Jersey
$4.57M -$2.26M -5,507 -33%
DFC
1038
DBK Financial Counsel
Ohio
$4.57M
MYIA
1039
Mount Yale Investment Advisors
Colorado
$4.57M +$190K +465 +4%
CAWM
1040
Capital Advisors Wealth Management
Washington
$4.56M +$2.51M +6,127 +122%
SFP
1041
Shepherd Financial Partners
Massachusetts
$4.55M +$43K +105 +1%
ATFA
1042
All Terrain Financial Advisors
Minnesota
$4.55M -$164K -400 -3%
MTIM
1043
Marathon Trading Investment Management
Pennsylvania
$4.55M -$3.93M -9,600 -46%
WC
1044
Waterloo Capital
Texas
$4.54M +$3.46M +8,458 +323%
AWMT
1045
AAFMAA Wealth Management & Trust
North Carolina
$4.48M
SEP
1046
Southland Equity Partners
Missouri
$4.48M -$14.7K -36 -0.3%
SWA
1047
SFMG Wealth Advisors
Texas
$4.45M +$22.9K +56 +0.5%
OPWM
1048
Oxinas Partners Wealth Management
Indiana
$4.45M +$145K +355 +3%
PI
1049
Pachira Investments
California
$4.45M +$562K +1,372 +14%
MIG
1050
McGuire Investment Group
Rhode Island
$4.44M +$156K +380 +4%