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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 %
VW
1026
Vance Wealth
California
$5.04M -$141K -317 -3%
SFP
1027
Shepherd Financial Partners
Massachusetts
$5.04M +$104K +234 +2%
HNW
1028
High Note Wealth
Minnesota
$5.03M +$1.02M +2,301 +25%
PCMC
1029
Private Capital Management (Colorado)
Colorado
$5.02M -$101K -227 -2%
SWA
1030
SFMG Wealth Advisors
Texas
$5.02M +$189K +425 +4%
BWA
1031
BlueChip Wealth Advisors
Georgia
$4.99M +$239K +539 +5%
LWA
1032
Ledgewood Wealth Advisors
New Hampshire
$4.99M -$192K -432 -4%
NFA
1033
Northwest Financial Advisors
Virginia
$4.98M +$850K +1,915 +21%
OWA
1034
Octavia Wealth Advisors
Ohio
$4.98M -$38.7K -87 -0.8%
RWB
1035
RMR Wealth Builders
New Jersey
$4.98M +$22.2K +50 +0.4%
HW
1036
Hancock Whitney
Mississippi
$4.98M -$175K -395 -3%
SW
1037
SMART Wealth
Nebraska
$4.97M +$4.4M +9,903 +766%
CWM
1038
CCG Wealth Management
California
$4.97M +$2.45M +5,507 +97%
SEP
1039
Southland Equity Partners
Missouri
$4.94M +$91.9K +207 +2%
NG
1040
Norden Group
Utah
$4.92M +$2.23M +5,019 +83%
SC
1041
Stephens Consulting
Michigan
$4.91M -$310K -699 -6%
CWP
1042
Capital Wealth Planning
Florida
$4.88M -$5.45M -12,270 -53%
ETIA
1043
Epic Trust Investment Advisors
Washington
$4.88M -$424K -955 -8%
PP
1044
Prudential plc
United Kingdom
$4.87M -$8.94M -20,142 -65%
TFA
1045
Tranquilli Financial Advisor
New Jersey
$4.87M +$857K +1,931 +21%
SFC
1046
Swisher Financial Concepts
Ohio
$4.87M +$110K +251 +2%
FFP
1047
FourThought Financial Partners
Florida
$4.84M +$304K +685 +7%
LI
1048
LMCG Investments
Massachusetts
$4.84M -$446K -1,004 -8%
DFC
1049
DBK Financial Counsel
Ohio
$4.82M -$133K -300 -3%
OCM
1050
Objective Capital Management
Ohio
$4.82M -$641K -1,444 -12%