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Invesco QQQ Trust
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$921M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$794M
3
HCM
Howard Capital Management
Georgia
+$502M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$455M
5
KAM
Kensington Asset Management
Texas
+$323M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.6B
2
Citadel Advisors
Citadel Advisors
Florida
-$1.47B
3
SFC
Strategic Financial Concepts
Texas
-$1.35B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$863M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$788M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
1051
Pinnacle Wealth Management Group
Michigan
$5.41M +$488 +1 +0%
FFP
1052
FourThought Financial Partners
Florida
$5.4M -$54.7K -112 -1%
WHG
1053
Westwood Holdings Group
Texas
$5.39M -$2.45M -5,022 -31%
HWA
1054
HCR Wealth Advisors
California
$5.39M +$320K +656 +6%
LI
1055
LMCG Investments
Massachusetts
$5.36M +$149K +306 +3%
DWAM
1056
Duncan Williams Asset Management
Tennessee
$5.35M +$627K +1,284 +13%
BHBT
1057
Burke & Herbert Bank & Trust
Virginia
$5.34M +$5.14M +10,525 +2,488%
VA
1058
Valmark Advisers
Ohio
$5.31M +$259K +531 +5%
BBHC
1059
Brown Brothers Harriman & Co
New York
$5.3M -$1.8M -3,693 -25%
CAC
1060
Cowen and Company
New York
$5.3M +$5.3M +10,860 New
LWA
1061
Ledgewood Wealth Advisors
New Hampshire
$5.3M – – –
ASC
1062
Atalanta Sosnoff Capital
New York
$5.29M +$880K +1,802 +20%
MFG
1063
Magnus Financial Group
New York
$5.28M +$283K +579 +6%
RWM
1064
Rezny Wealth Management
Florida
$5.27M +$5.06M +10,372 +2,401%
NFA
1065
Northwest Financial Advisors
Virginia
$5.27M -$192K -394 -4%
CRWM
1066
Castle Rock Wealth Management
California
$5.26M +$239K +492 +5%
CW
1067
Channel Wealth
California
$5.26M -$1.5M -3,082 -22%
DFC
1068
DBK Financial Counsel
Ohio
$5.25M – – –
EPP
1069
ETF Portfolio Partners
Kansas
$5.24M -$338K -692 -6%
PWM
1070
Palumbo Wealth Management
New York
$5.22M +$16.1K +33 +0.3%
MIG
1071
McGuire Investment Group
Rhode Island
$5.2M +$27.8K +57 +0.5%
OFW
1072
Omnia Family Wealth
Florida
$5.19M +$5.19M +10,612 New
RCMF
1073
RK Capital Management (Florida)
Florida
$5.18M +$5.18M +10,605 New
BWA
1074
BlueChip Wealth Advisors
Georgia
$5.17M -$314K -644 -6%
ZIG
1075
Zuckerman Investment Group
Illinois
$5.17M -$7.81K -16 -0.2%
41 42
43
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