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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 %
SMA
1051
Sage Mountain Advisors
Georgia
$5.23M +$3.84M +8,012 +276%
FTC
1052
Farmers Trust Company
Ohio
$5.22M -$258K -539 -5%
GSEP
1053
Golden State Equity Partners
California
$5.2M +$5.2M +10,863 New
WPIC
1054
White Pine Investment Company
Michigan
$5.2M +$42.2K +88 +0.8%
LWA
1055
Ledgewood Wealth Advisors
New Hampshire
$5.2M -$189K -394 -4%
APP
1056
Avantax Planning Partners
Iowa
$5.18M +$345K +720 +7%
DFC
1057
DBK Financial Counsel
Ohio
$5.15M -$53.2K -111 -1%
VR
1058
Valued Retirements
Texas
$5.15M +$9.1K +19 +0.2%
IIA
1059
IPG Investment Advisors
California
$5.14M +$1.72M +3,575 +50%
SWA
1060
Sax Wealth Advisors
New Jersey
$5.13M +$5.13M +10,707 New
PWM
1061
Palumbo Wealth Management
New York
$5.11M +$88.2K +184 +2%
LI
1062
LMCG Investments
Massachusetts
$5.11M -$112K -233 -2%
PCG
1063
PFC Capital Group
California
$5.1M +$169K +352 +3%
HW
1064
Hancock Whitney
Mississippi
$5.09M -$283K -590 -5%
ATFA
1065
All Terrain Financial Advisors
Minnesota
$5.08M
ZIG
1066
Zuckerman Investment Group
Illinois
$5.08M +$1.92K +4 +0%
BWA
1067
Bordeaux Wealth Advisors
California
$5.08M +$1.66M +3,465 +49%
MIG
1068
McGuire Investment Group
Rhode Island
$5.07M -$8.15K -17 -0.2%
BTI
1069
Blue Trust Inc
Georgia
$5.06M +$4.31M +9,697 +569%
SW
1070
SMART Wealth
Nebraska
$5.04M -$323K -675 -6%
SCM
1071
Sage Capital Management
New Jersey
$5.04M +$547K +1,142 +12%
CWM
1072
CCG Wealth Management
California
$5.04M -$321K -670 -6%
GC
1073
GFG Capital
Florida
$5.04M -$86.7K -181 -2%
MCCP
1074
Mission Creek Capital Partners
California
$5.03M -$122K -254 -2%
BB
1075
Busey Bank
Illinois
$5M +$50.8K +106 +1%