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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 %
MCCP
1051
Mission Creek Capital Partners
California
$4.44M -$79K -193 -2%
SFP
1052
Sandbox Financial Partners
Maryland
$4.43M +$3.81M +9,297 +611%
WLIM
1053
White Lighthouse Investment Management
Massachusetts
$4.42M -$9.01K -22 -0.2%
VR
1054
Valued Retirements
Texas
$4.42M +$4.42M +10,790 New
GSEP
1055
Golden State Equity Partners
California
$4.42M +$2.14M +5,225 +94%
FPW
1056
Flagship Private Wealth
Massachusetts
$4.41M -$76.6K -187 -2%
SFC
1057
Swisher Financial Concepts
Ohio
$4.41M +$4.41M +10,818 New
BWA
1058
BlueChip Wealth Advisors
Georgia
$4.39M +$4.39M +10,707 New
IF
1059
Ironwood Financial
Arizona
$4.38M +$149K +363 +4%
FPGK
1060
Financial Partners Group (Kansas)
Kansas
$4.38M +$10.6K +26 +0.2%
GCP
1061
Gill Capital Partners
Colorado
$4.37M -$3.28K -8 -0.1%
UCMOK
1062
United Capital Management of KS
Kansas
$4.37M -$457K -1,116 -9%
FFG
1063
Fortem Financial Group
California
$4.36M +$3.69K +9 +0.1%
AIC
1064
Ayalon Insurance Company
Israel
$4.36M -$618K -1,508 -12%
RWIA
1065
Roger Wittlin Investment Advisory
California
$4.35M +$139K +339 +3%
WA
1066
Win Advisors
Florida
$4.35M +$4.35M +10,617 New
DSN
1067
D. Scott Neal
Kentucky
$4.35M +$80.7K +197 +2%
WA
1068
WBH Advisory
Maryland
$4.34M -$223K -544 -5%
WFA
1069
West Financial Advisors
Iowa
$4.34M -$418K -1,020 -9%
CCM
1070
Ciovacco Capital Management
Georgia
$4.33M -$1.02M -2,483 -19%
CWM
1071
Congress Wealth Management
Massachusetts
$4.31M +$875K +2,137 +25%
SFG
1072
Summit Financial Group
West Virginia
$4.31M +$156K +380 +4%
EPM
1073
Equitec Proprietary Markets
Illinois
$4.3M +$4.3M +10,500 New
TBWA
1074
Three Bridge Wealth Advisors
California
$4.29M +$615K +1,501 +17%
STA
1075
Summit Trail Advisors
New York
$4.29M -$1.42M -3,456 -25%