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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 %
Principal Financial Group
1176
Principal Financial Group
Iowa
$3.46M +$41.8K +102 +1%
CGFA
1177
Colton Groome Financial Advisors
North Carolina
$3.43M -$1.82M -4,450 -35%
WP
1178
WealthSource Partners
California
$3.43M -$120K -293 -3%
GWM
1179
GSB Wealth Management
Connecticut
$3.43M +$16.4K +40 +0.5%
VH
1180
Visionary Horizons
Tennessee
$3.42M +$3.42M +8,358 New
SFS
1181
Sharp Financial Services
Pennsylvania
$3.42M +$3.42M +8,355 New
FIM
1182
FWL Investment Management
Texas
$3.41M +$492K +1,202 +17%
PAM
1183
Peak Asset Management
Colorado
$3.39M +$97.5K +238 +3%
SC
1184
Searle & Co
Connecticut
$3.38M +$41K +100 +1%
SWA
1185
Strategies Wealth Advisors
Michigan
$3.37M +$36.9K +90 +1%
CAM
1186
Crestone Asset Management
Colorado
$3.36M
KWM
1187
Keebeck Wealth Management
Illinois
$3.36M -$41K -100 -1%
SAF
1188
Smith Anglin Financial
Texas
$3.34M -$344K -841 -9%
First Manhattan
1189
First Manhattan
New York
$3.34M +$47.3K +115 +1%
SAM
1190
Silvercrest Asset Management
New York
$3.32M +$5.32K +13 +0.2%
YIH
1191
Y-Intercept (HK)
Hong Kong
$3.32M +$3.32M +8,117 New
WP
1192
Westmount Partners
California
$3.32M -$25K -61 -0.7%
PWM
1193
Purus Wealth Management
California
$3.31M -$1.65M -4,027 -33%
PWA
1194
PCG Wealth Advisors
Kansas
$3.31M +$70.4K +172 +2%
FBB
1195
Fulton Breakefield Broenniman
Maryland
$3.31M -$25K -61 -0.8%
WF
1196
Welch & Forbes
Massachusetts
$3.3M +$97.9K +239 +3%
CA
1197
Cornerstone Advisory
Maryland
$3.3M +$136K +333 +4%
MHWM
1198
Montz Harcus Wealth Management
Louisiana
$3.3M -$97.9K -239 -3%
AWM
1199
Accel Wealth Management
Iowa
$3.3M +$47.1K +115 +1%
AFO
1200
Arrowroot Family Office
California
$3.29M +$153K +373 +5%