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Invesco QQQ Trust

3,366 hedge funds and large institutions have $131B invested in Invesco QQQ Trust in 2024 Q4 according to their latest regulatory filings, with 524 funds opening new positions, 1,417 increasing their positions, 1,056 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,366
Holders Change
+338
Holders Change %
+11.16%
% of All Funds
44.8%
Holding in Top 10
739
Holding in Top 10 Change
+108
Holding in Top 10 Change %
+17.12%
% of All Funds
9.84%
New
524
Increased
1,417
Reduced
1,056
Closed
124
Calls
$114B
Puts
$201B
Net Calls
-$87.1B
Net Calls Change
+$22.6B
Name Holding Trade Value Shares
Change
Shares
Change %
AMCA
1176
Arthur M. Cohen & Associates
Illinois
$5.31M +$52.1K +102 +1%
RWA
1177
Redhawk Wealth Advisors
Minnesota
$5.29M +$109K +214 +2%
LFS
1178
Littlejohn Financial Services
Oregon
$5.27M +$5.27M +10,305 New
LI
1179
LMCG Investments
Massachusetts
$5.27M -$344K -672 -6%
PFS
1180
Prospect Financial Services
New York
$5.26M +$345K +675 +7%
TSWM
1181
Tyler-Stone Wealth Management
Ohio
$5.23M -$97.1K -190 -2%
SPC
1182
Spirepoint Private Client
Florida
$5.23M -$27.1K -53 -0.5%
VWA
1183
Visionary Wealth Advisors
Illinois
$5.19M +$443K +866 +9%
WFA
1184
West Financial Advisors
Iowa
$5.17M -$116K -227 -2%
FCI
1185
Financial Counselors Inc
Kansas
$5.17M -$98.7K -193 -2%
HWP
1186
Heritage Wealth Partners
Ohio
$5.17M +$26.6K +52 +0.5%
EFG
1187
Elm3 Financial Group
Georgia
$5.16M +$5.16M +10,092 New
JPLA
1188
Joseph P. Lucia & Associates
New York
$5.11M +$231K +452 +5%
RS
1189
Retirement Solution
Washington
$5.11M -$178K -349 -3%
AWM
1190
Avaii Wealth Management
Wisconsin
$5.09M +$102K +200 +2%
ACM
1191
Ashford Capital Management
Delaware
$5.09M -$690K -1,349 -12%
NCM
1192
Narwhal Capital Management
Georgia
$5.08M
MYIA
1193
Mount Yale Investment Advisors
Colorado
$5.07M -$211K -413 -4%
KCPT
1194
Kingstone Capital Partners Texas
Texas
$5.07M +$5.07M +9,919 New
VR
1195
Valued Retirements
Texas
$5.04M +$13.3K +26 +0.3%
OPWM
1196
Oakwell Private Wealth Management
Texas
$5.04M -$107K -210 -2%
MFFIA
1197
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$5.03M
BCA
1198
Bay Colony Advisors
Massachusetts
$5.02M +$33.7K +66 +0.7%
TPWA
1199
Twin Peaks Wealth Advisors
California
$5.01M +$49.6K +97 +1%
SCM
1200
Shelton Capital Management
Colorado
$5.01M +$767K +1,500 +18%