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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 %
NS
1151
NBC Securities
Alabama
$3.7M +$56.9K +139 +2%
PJSIMP
1152
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.69M -$84.3K -199 -2%
BWM
1153
BNC Wealth Management
Oregon
$3.68M +$2.28M +5,561 +163%
MFIM
1154
Mesirow Financial Investment Management
Illinois
$3.67M +$3.67M +24,350 New
NW
1155
NewEdge Wealth
Pennsylvania
$3.67M +$3.06M +7,464 +502%
OCFG
1156
O'Connor Financial Group
Illinois
$3.66M +$231K +565 +7%
SMH
1157
Sanders Morris Harris
Texas
$3.65M -$103M -255,713 -97%
SW
1158
SkyOak Wealth
Michigan
$3.64M +$115K +281 +3%
WAM
1159
WNY Asset Management
New York
$3.61M +$65.1K +159 +2%
CFG
1160
Citizens Financial Group
Rhode Island
$3.61M -$349K -851 -9%
FTC
1161
Farmers Trust Company
Ohio
$3.61M +$2.42M +5,920 +205%
SCM
1162
Shelton Capital Management
Colorado
$3.6M
LW
1163
Linscomb Wealth
Texas
$3.6M -$56.5K -138 -2%
FMWA
1164
Forvis Mazars Wealth Advisors
Missouri
$3.6M +$13.9K +34 +0.4%
CWM
1165
Castle Wealth Management
Florida
$3.56M -$190K -464 -5%
RCM
1166
Raleigh Capital Management
North Carolina
$3.56M +$3.53M +8,624 +15,130%
SAM
1167
Sawgrass Asset Management
Florida
$3.55M +$417K +1,018 +13%
PL
1168
Plancorp LLC
Missouri
$3.54M +$111K +271 +3%
QPWM
1169
Quadrant Private Wealth Management
Pennsylvania
$3.53M +$845K +2,062 +31%
Tudor Investment Corp
1170
Tudor Investment Corp
Connecticut
$3.5M +$587K +1,433 +20%
SHFP
1171
Second Half Financial Partners
Florida
$3.49M -$44.6K -109 -1%
MA
1172
MONECO Advisors
Connecticut
$3.48M -$60.6K -148 -2%
OFG
1173
Omega Financial Group
California
$3.48M -$31.1K -76 -0.9%
GCA
1174
Genesee Capital Advisors
New York
$3.47M +$2.44M +5,961 +238%
AAG
1175
Armstrong Advisory Group
Massachusetts
$3.46M +$129K +315 +4%