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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 %
CPA
1126
Clear Point Advisors
New York
$3.9M +$3.9M +9,528 New
TMWM
1127
Taylor & Morgan Wealth Management
Michigan
$3.9M +$43.8K +107 +1%
TCG
1128
Transcendent Capital Group
Oklahoma
$3.9M +$3.9M +9,517 New
FWCM
1129
Ferguson Wellman Capital Management
Oregon
$3.89M
MFF
1130
Mango Five Family
Nevada
$3.88M +$3.88M +9,470 New
CC
1131
Courier Capital
New York
$3.88M +$11.5K +28 +0.3%
CPIA
1132
Cornell Pochily Investment Advisors
New York
$3.87M -$24.6K -60 -0.6%
HFA
1133
High Falls Advisors
New York
$3.85M +$3.85M +9,411 New
IWM
1134
Iams Wealth Management
Nebraska
$3.85M +$64.7K +158 +2%
BFO
1135
Boston Family Office
Massachusetts
$3.84M -$181K -443 -5%
LWMNY
1136
Landmark Wealth Management (New York)
New York
$3.83M +$77K +188 +2%
RIA
1137
Retirement Investment Advisors
Oklahoma
$3.82M -$3.58M -8,739 -48%
VWA
1138
Visionary Wealth Advisors
Illinois
$3.82M +$228K +556 +6%
NFA
1139
Northwest Financial Advisors
Virginia
$3.81M +$3.81M +9,303 New
IIA
1140
IPG Investment Advisors
California
$3.8M +$315K +769 +9%
JCFM
1141
JBR Co Financial Management
Oklahoma
$3.77M +$3.77M +9,218 New
MFG
1142
Magnus Financial Group
New York
$3.76M +$701K +1,711 +23%
AFP
1143
Alpha Financial Partners
Kentucky
$3.75M +$304K +743 +9%
IIC
1144
Integrated Investment Consultants
Michigan
$3.75M -$31.9K -78 -0.8%
MSA
1145
Marino Stram & Associates
Massachusetts
$3.74M +$269K +656 +8%
CDH
1146
Charles D. Hyman
$3.73M +$89.3K +218 +2%
SWA
1147
Sax Wealth Advisors
New Jersey
$3.72M -$194K -473 -5%
CIA
1148
Choate Investment Advisors
Massachusetts
$3.7M -$4.38M -10,706 -54%
HNW
1149
High Note Wealth
Minnesota
$3.7M +$2.86M +6,995 +343%
TFA
1150
Tranquilli Financial Advisor
New Jersey
$3.7M -$359K -876 -9%