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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 %
WI
1201
Wintrust Investments
Illinois
$3.29M +$7.78K +19 +0.2%
CAM
1202
Covenant Asset Management
New Jersey
$3.29M +$221K +539 +7%
FCI
1203
Financial Counselors Inc
Kansas
$3.29M -$29.5K -72 -0.9%
1832 Asset Management
1204
1832 Asset Management
Ontario, Canada
$3.28M +$2.14M +5,229 +188%
FPIS
1205
Financial Planning & Information Services
Wisconsin
$3.28M -$2.46K -6 -0.1%
DWM
1206
Defined Wealth Management
Oregon
$3.28M +$1.23K +3 +0%
VIP
1207
Vista Investment Partners
Oklahoma
$3.26M +$3.26M +7,969 New
HH
1208
Hilltop Holdings
Texas
$3.26M +$2.04M +4,985 +167%
SC
1209
Sepio Capital
Utah
$3.25M -$760K -1,857 -19%
JWA
1210
JFS Wealth Advisors
Pennsylvania
$3.23M +$47.9K +117 +2%
RWA
1211
River Wealth Advisors
Pennsylvania
$3.23M -$104K -255 -3%
MA
1212
MCF Advisors
Kentucky
$3.23M +$352K +859 +12%
JPLA
1213
Joseph P. Lucia & Associates
New York
$3.22M +$442K +1,078 +16%
CF
1214
Cantor Fitzgerald
New York
$3.21M -$45.9M -112,140 -93%
OC
1215
Opinicus Capital
Florida
$3.21M +$3.21M +7,845 New
RBFC
1216
Roman Butler Fullerton & Co
Missouri
$3.21M +$634K +1,497 +25%
LS
1217
Leelyn Smith
Illinois
$3.19M +$4.51K +11 +0.1%
KTA
1218
Keeley-Teton Advisors
Illinois
$3.17M +$4.1K +10 +0.1%
DIP
1219
Davis Investment Partners
North Carolina
$3.16M +$2.39M +6,025 +308%
EWA
1220
EverSource Wealth Advisors
Alabama
$3.16M +$1.34M +3,272 +74%
SFA
1221
Source Financial Advisors
New York
$3.15M -$6.14K -15 -0.2%
ACP
1222
Aveo Capital Partners
Colorado
$3.15M -$3.78M -9,223 -55%
QCIG
1223
Quad-Cities Investment Group
Iowa
$3.14M +$142K +350 +5%
FWA
1224
FSC Wealth Advisors
New York
$3.14M -$22.5K -55 -0.7%
CFCI
1225
Comprehensive Financial Consultants Institutional
Indiana
$3.14M -$21.3K -52 -0.7%