QQQ icon

Invesco QQQ Trust

3,028 hedge funds and large institutions have $103B invested in Invesco QQQ Trust in 2024 Q3 according to their latest regulatory filings, with 229 funds opening new positions, 1,281 increasing their positions, 1,098 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,028
Holders Change
+87
Holders Change %
+2.96%
% of All Funds
43.8%
Holding in Top 10
631
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-3.52%
% of All Funds
9.13%
New
229
Increased
1,281
Reduced
1,098
Closed
100
Calls
$115B
Puts
$225B
Net Calls
-$110B
Net Calls Change
-$24.4B
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
1026
Provenance Wealth Advisors
Florida
$5.76M -$398K -815 -6%
APW
1027
Aurora Private Wealth
New Jersey
$5.74M -$81K -166 -1%
SEP
1028
Southland Equity Partners
Missouri
$5.72M +$204K +418 +4%
FW
1029
Fairway Wealth
Ohio
$5.72M +$1.51M +3,092 +36%
PCG
1030
Prosperity Consulting Group
Maryland
$5.72M +$2.43M +4,985 +74%
FFG
1031
Fiduciary Financial Group
California
$5.66M +$478K +977 +9%
LP
1032
LMR Partners
United Kingdom
$5.63M -$207M -424,424 -97%
CVM
1033
Cheviot Value Management
California
$5.63M -$419K -858 -7%
SIS
1034
Sound Income Strategies
Florida
$5.59M +$2.65M +5,428 +90%
VW
1035
Vance Wealth
California
$5.59M -$11.2K -23 -0.2%
MFGM
1036
Marshall Financial Group (Maryland)
Maryland
$5.56M -$53.2K -109 -0.9%
BB
1037
Busey Bank
Illinois
$5.56M +$460K +943 +9%
FWCM
1038
Ferguson Wellman Capital Management
Oregon
$5.54M -$21K -43 -0.4%
GIM
1039
Grassi Investment Management
California
$5.52M -$4.88K -10 -0.1%
RWB
1040
RMR Wealth Builders
New Jersey
$5.52M +$120K +245 +2%
ACM
1041
Ashford Capital Management
Delaware
$5.52M -$506K -1,037 -8%
PCG
1042
PFC Capital Group
California
$5.49M +$290K +595 +6%
WPIC
1043
White Pine Investment Company
Michigan
$5.49M +$184K +376 +3%
EW
1044
Enzi Wealth
Texas
$5.47M +$92.5K +186 +2%
SWA
1045
SFMG Wealth Advisors
Texas
$5.47M -$7.32K -15 -0.1%
WIM
1046
WealthPlan Investment Management
Nebraska
$5.44M +$4.96M +10,172 +1,040%
WA
1047
WBH Advisory
Maryland
$5.44M +$461K +945 +9%
FPGK
1048
Financial Partners Group (Kansas)
Kansas
$5.43M -$44.4K -91 -0.8%
CPC
1049
Consolidated Planning Corp
Georgia
$5.43M +$31.2K +64 +0.6%
FFG
1050
Fortem Financial Group
California
$5.43M -$207K -425 -4%