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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 %
OPWM
1101
Oakwell Private Wealth Management
Texas
$4.78M
TMWM
1102
Taylor & Morgan Wealth Management
Michigan
$4.78M +$308K +643 +7%
TPWA
1103
Twin Peaks Wealth Advisors
California
$4.78M -$222K -463 -4%
NFSG
1104
Newbridge Financial Services Group
Florida
$4.77M +$1.53M +3,196 +47%
NCM
1105
Narwhal Capital Management
Georgia
$4.77M -$9.58K -20 -0.2%
MFFIA
1106
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$4.76M
MCWS
1107
McKinley Carter Wealth Services
West Virginia
$4.75M -$96.3K -201 -2%
FCI
1108
Financial Counselors Inc
Kansas
$4.74M +$989K +2,065 +26%
SAI
1109
Savvy Advisors Inc
New York
$4.73M +$964K +2,012 +26%
MBT
1110
Montecito Bank & Trust
California
$4.72M -$139K -291 -3%
9WM
1111
9258 Wealth Management
Ohio
$4.72M -$203K -423 -4%
SFS
1112
Sharp Financial Services
Pennsylvania
$4.68M +$318K +663 +7%
FLI
1113
Family Legacy Inc
South Carolina
$4.66M +$69K +144 +2%
DC
1114
DeDora Capital
California
$4.64M -$86.2K -180 -2%
CPIA
1115
Cornell Pochily Investment Advisors
New York
$4.64M +$103K +216 +2%
DWAM
1116
Duncan Williams Asset Management
Tennessee
$4.64M +$31.6K +66 +0.7%
CPA
1117
Clear Point Advisors
New York
$4.63M +$958 +2 +0%
GI
1118
GAMCO Investors
Connecticut
$4.62M
NWMG
1119
National Wealth Management Group
Ohio
$4.61M -$86.7K -181 -2%
CWM
1120
Congress Wealth Management
Massachusetts
$4.61M +$192K +400 +4%
CSA
1121
Cottage Street Advisors
Massachusetts
$4.59M +$835K +1,742 +22%
BCA
1122
Bay Colony Advisors
Massachusetts
$4.58M +$628K +1,310 +16%
JWM
1123
Jackson Wealth Management
Florida
$4.58M -$2.78M -5,794 -38%
PL
1124
Plancorp LLC
Missouri
$4.54M +$446K +931 +11%
VH
1125
Visionary Horizons
Tennessee
$4.53M +$329K +687 +8%