QQQ icon

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 %
PMG
1176
ProVise Management Group
Florida
$4.06M +$31.1K +65 +0.8%
RBFC
1177
Roman Butler Fullerton & Co
Missouri
$4.06M +$95.1K +189 +2%
GF
1178
Gries Financial
Ohio
$4.06M -$4.47M -9,321 -52%
SCM
1179
Saxony Capital Management
Missouri
$4.05M +$1.55M +3,240 +62%
VIP
1180
Vista Investment Partners
Oklahoma
$4.05M +$35.5K +74 +0.9%
WP
1181
Westmount Partners
California
$4.05M +$4.82K +10 +0.1%
LW
1182
Linscomb Wealth
Texas
$4.04M -$190K -396 -4%
SWA
1183
Strategies Wealth Advisors
Michigan
$4.04M +$90.1K +188 +2%
Luther King Capital Management (LKCM)
1184
Luther King Capital Management (LKCM)
Texas
$4.01M +$82.4K +172 +2%
ACM
1185
Advisors Capital Management
New Jersey
$4.01M +$139K +291 +4%
UCMOK
1186
United Capital Management of KS
Kansas
$4M -$591K -1,234 -13%
CWM
1187
Castle Wealth Management
Florida
$4M -$11K -23 -0.3%
SCM
1188
Shelton Capital Management
Colorado
$3.97M -$3.59M -7,500 -47%
AAG
1189
Armstrong Advisory Group
Massachusetts
$3.97M -$74.3K -155 -2%
MHWM
1190
Montz Harcus Wealth Management
Louisiana
$3.97M +$65.6K +137 +2%
MA
1191
MONECO Advisors
Connecticut
$3.96M -$54.6K -114 -1%
TCM
1192
Triumph Capital Management
Colorado
$3.96M +$1.22M +2,544 +45%
SC
1193
Searle & Co
Connecticut
$3.96M
WF
1194
Welch & Forbes
Massachusetts
$3.96M
IIC
1195
Integrated Investment Consultants
Michigan
$3.95M
CAM
1196
Covenant Asset Management
New Jersey
$3.95M -$41.2K -86 -1%
First Manhattan
1197
First Manhattan
New York
$3.94M +$233K +486 +6%
SAM
1198
Strategy Asset Managers
California
$3.94M -$727K -1,969 -16%
LS
1199
Leelyn Smith
Illinois
$3.9M +$35.9K +75 +0.9%
JWA
1200
JFS Wealth Advisors
Pennsylvania
$3.88M +$61.3K +128 +2%