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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 %
SFC
1101
Strategic Financial Concepts
Texas
$4.11M -$2.16M -5,286 -34%
PCG
1102
PFC Capital Group
California
$4.09M +$4.09M +9,985 New
YLHM
1103
Yelin Lapidot Holdings Management
Israel
$4.08M -$1.58M -3,860 -28%
NCM
1104
Narwhal Capital Management
Georgia
$4.07M +$410 +1 +0%
CAI
1105
Capital Advisors Inc
Oklahoma
$4.07M +$197K +481 +5%
MPCA
1106
Madison Park Capital Advisors
Washington
$4.06M +$4.06M +9,919 New
DWM
1107
Dogwood Wealth Management
Kansas
$4.05M +$4.05M +9,883 New
BEC
1108
Blue Edge Capital
Virginia
$4.04M +$59.8K +146 +2%
M1FG
1109
Mach-1 Financial Group
Arkansas
$4.03M +$129K +315 +3%
AWM
1110
Atticus Wealth Management
Florida
$4.03M -$344K -841 -8%
HWA
1111
HCR Wealth Advisors
California
$4.03M +$1.25M +3,051 +45%
CCM
1112
Cohen Capital Management
California
$4M
LS
1113
Liquid Strategies
Georgia
$3.99M +$3.99M +9,745 New
ACM
1114
Ashford Capital Management
Delaware
$3.98M -$105K -256 -3%
OWA
1115
ORBA Wealth Advisors
Illinois
$3.97M +$3.97M +9,704 New
CICC
1116
Capital Investment Counsel (Colorado)
Colorado
$3.97M +$3.97M +9,691 New
CRWM
1117
Castle Rock Wealth Management
California
$3.97M +$161K +407 +4%
GI
1118
GAMCO Investors
Connecticut
$3.96M
VA
1119
Valmark Advisers
Ohio
$3.96M +$109K +265 +3%
FLI
1120
Family Legacy Inc
South Carolina
$3.95M -$459K -1,121 -10%
ZIG
1121
Zuckerman Investment Group
Illinois
$3.95M -$38.9K -95 -1%
GA
1122
Goldstein Advisors
Wisconsin
$3.94M -$136K -332 -3%
TC
1123
Telemus Capital
Michigan
$3.92M -$4.51K -11 -0.1%
PIMG
1124
Patriot Investment Management Group
Tennessee
$3.92M -$6.55K -16 -0.2%
CA
1125
Clearstead Advisors
Ohio
$3.91M -$55.6M -135,896 -93%