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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 %
BOH
1076
Bank of Hawaii
Hawaii
$4.28M +$63.5K +155 +2%
PWM
1077
Palumbo Wealth Management
New York
$4.27M +$12.7K +31 +0.3%
DWMG
1078
DB Wealth Management Group
California
$4.27M +$750K +1,832 +21%
BB
1079
Busey Bank
Illinois
$4.27M +$36K +88 +0.9%
CG
1080
Cutler Group
California
$4.25M +$1.77M +4,329 +71%
TPWA
1081
Twin Peaks Wealth Advisors
California
$4.24M +$4.24M +10,365 New
MBT
1082
Montecito Bank & Trust
California
$4.24M -$31.1K -76 -0.7%
WPIC
1083
White Pine Investment Company
Michigan
$4.24M +$346K +845 +9%
CP
1084
Capital Planning
Washington
$4.23M -$3.4M -8,292 -45%
NWMG
1085
National Wealth Management Group
Ohio
$4.22M -$211K -514 -5%
TI
1086
Tidal Investments
Wisconsin
$4.21M +$577K +1,409 +16%
AMCA
1087
Arthur M. Cohen & Associates
Illinois
$4.21M +$2.05K +5 +0%
EWM
1088
Evercore Wealth Management
New York
$4.2M +$89.7K +219 +2%
MCWS
1089
McKinley Carter Wealth Services
West Virginia
$4.2M +$38.5K +94 +0.9%
RAM
1090
Riggs Asset Management
Pennsylvania
$4.19M +$616K +1,505 +17%
MSFS
1091
Main Street Financial Solutions
Pennsylvania
$4.19M +$155K +378 +4%
FFP
1092
FourThought Financial Partners
Florida
$4.18M -$25.4K -62 -0.6%
9WM
1093
9258 Wealth Management
Ohio
$4.18M -$819 -2 -0%
LWM
1094
LongView Wealth Management
Georgia
$4.18M +$4.18M +10,295 New
TGAM
1095
TBH Global Asset Management
Tennessee
$4.15M -$183K -447 -4%
GC
1096
GFG Capital
Florida
$4.15M +$3.6M +8,793 +656%
MFFIA
1097
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$4.13M -$3.69K -9 -0.1%
BWM
1098
BCS Wealth Management
Tennessee
$4.13M +$254K +620 +7%
OPWM
1099
Oakwell Private Wealth Management
Texas
$4.12M -$410 -1 -0%
MPA
1100
Marvin & Palmer Associates
Delaware
$4.12M +$4.12M +10,060 New