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Invesco QQQ Trust

2,941 hedge funds and large institutions have $107B invested in Invesco QQQ Trust in 2024 Q2 according to their latest regulatory filings, with 225 funds opening new positions, 1,345 increasing their positions, 956 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,941
Holders Change
+54
Holders Change %
+1.87%
% of All Funds
42.77%
Holding in Top 10
654
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.87%
% of All Funds
9.51%
New
225
Increased
1,345
Reduced
956
Closed
127
Calls
$128B
Puts
$213B
Net Calls
-$85.3B
Net Calls Change
+$19B
Name Holding Trade Value Shares
Change
Shares
Change %
FWCM
1026
Ferguson Wellman Capital Management
Oregon
$5.46M +$427K +891 +8%
WEG
1027
World Equity Group
Illinois
$5.44M -$10.7M -22,292 -66%
GIM
1028
Grassi Investment Management
California
$5.43M -$28.3K -59 -0.5%
SEP
1029
Southland Equity Partners
Missouri
$5.42M +$82.9K +173 +2%
PCMC
1030
Private Capital Management (Colorado)
Colorado
$5.39M -$24.9K -52 -0.5%
BWA
1031
BlueChip Wealth Advisors
Georgia
$5.39M -$1.44K -3 -0%
FPGK
1032
Financial Partners Group (Kansas)
Kansas
$5.38M +$281K +586 +6%
SWA
1033
SFMG Wealth Advisors
Texas
$5.38M -$36.4K -76 -0.7%
EW
1034
Enzi Wealth
Texas
$5.37M -$96.3K -194 -2%
FPW
1035
Flagship Private Wealth
Massachusetts
$5.37M +$248K +517 +5%
NFA
1036
Northwest Financial Advisors
Virginia
$5.36M -$12K -25 -0.2%
FFP
1037
FourThought Financial Partners
Florida
$5.36M +$135K +282 +3%
GCP
1038
Gill Capital Partners
Colorado
$5.33M +$251K +524 +5%
JF
1039
Joule Financial
Kentucky
$5.31M -$4.52M -9,398 -46%
PWMG
1040
Pinnacle Wealth Management Group
Michigan
$5.31M +$205K +427 +4%
MYIA
1041
Mount Yale Investment Advisors
Colorado
$5.31M -$203K -424 -4%
RWB
1042
RMR Wealth Builders
New Jersey
$5.3M -$69K -144 -1%
HIS
1043
Harvest Investment Services
Illinois
$5.3M -$740K -1,544 -12%
SAM
1044
Silvercrest Asset Management
New York
$5.3M +$5.3M +11,067 New
CPC
1045
Consolidated Planning Corp
Georgia
$5.3M -$215K -448 -4%
LWMG
1046
Levy Wealth Management Group
Pennsylvania
$5.3M -$83.4K -174 -2%
SPW
1047
Surience Private Wealth
Washington
$5.29M +$5.29M +11,051 New
LGW
1048
Leslie Global Wealth
Illinois
$5.28M +$5.28M +11,010 New
FFG
1049
Fiduciary Financial Group
California
$5.26M +$5.26M +10,598 New
RS
1050
Retirement Solution
Washington
$5.24M -$244K -509 -4%