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Invesco QQQ Trust

2,887 hedge funds and large institutions have $104B invested in Invesco QQQ Trust in 2024 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 1,240 increasing their positions, 1,045 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+62
Holders Change %
+2.19%
% of All Funds
41.85%
Holding in Top 10
642
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.26%
% of All Funds
9.31%
New
232
Increased
1,240
Reduced
1,045
Closed
127
Calls
$121B
Puts
$225B
Net Calls
-$104B
Net Calls Change
-$6.98B
Name Holding Trade Value Shares
Change
Shares
Change %
CC
1126
Courier Capital
New York
$4.18M -$18.2K -41 -0.4%
SCM
1127
Sage Capital Management
New Jersey
$4.16M +$895K +2,016 +27%
BFO
1128
Boston Family Office
Massachusetts
$4.16M +$2.22K +5 +0.1%
CFG
1129
Citizens Financial Group
Rhode Island
$4.15M +$235K +529 +6%
BWM
1130
BKM Wealth Management
Wisconsin
$4.15M +$1.23M +2,774 +42%
TMWM
1131
Taylor & Morgan Wealth Management
Michigan
$4.14M -$85.7K -193 -2%
TCG
1132
Transcendent Capital Group
Oklahoma
$4.14M -$86.6K -195 -2%
GA
1133
Goldstein Advisors
Wisconsin
$4.11M -$159K -357 -4%
CCM
1134
Cohen Capital Management
California
$4.11M -$232K -522 -5%
WAM
1135
WNY Asset Management
New York
$4.11M +$192K +432 +5%
GCA
1136
Genesee Capital Advisors
New York
$4.1M +$341K +768 +9%
CWM
1137
Congress Wealth Management
Massachusetts
$4.09M -$583K -1,313 -12%
SAM
1138
Sawgrass Asset Management
Florida
$4.09M +$235K +530 +6%
FMWA
1139
Forvis Mazars Wealth Advisors
Missouri
$4.08M +$182K +411 +5%
MSA
1140
Marino Stram & Associates
Massachusetts
$4.08M +$22.2K +50 +0.5%
VWA
1141
Visionary Wealth Advisors
Illinois
$4.07M -$65.7K -148 -2%
SW
1142
SkyOak Wealth
Michigan
$4.07M +$116K +262 +3%
SFS
1143
Sharp Financial Services
Pennsylvania
$4.05M +$337K +760 +9%
CDH
1144
Charles D. Hyman
$4.05M
ACM
1145
Ashford Capital Management
Delaware
$4.04M -$275K -619 -6%
JCFM
1146
JBR Co Financial Management
Oklahoma
$4.04M -$55.1K -124 -1%
PBK
1147
Peoples Bank (Kansas)
Kansas
$4.04M -$987K -2,222 -20%
MCCA
1148
Mill Creek Capital Advisors
Pennsylvania
$4.02M +$921K +2,075 +30%
OFG
1149
Omega Financial Group
California
$4.01M +$233K +525 +6%
JPLA
1150
Joseph P. Lucia & Associates
New York
$4M +$510K +1,148 +15%