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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 %
EG
1226
Ellerson Group
Maryland
$3.13M -$41K -100 -1%
GA
1227
Gateway Advisory
New Jersey
$3.13M +$2.6M +6,361 +495%
HAM
1228
Harmony Asset Management
Arizona
$3.11M +$3.11M +7,599 New
JFG
1229
JMG Financial Group
Illinois
$3.1M +$507K +1,238 +20%
GM
1230
GeoWealth Management
Illinois
$3.1M -$1.57M -3,833 -34%
CHJWM
1231
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.09M +$174K +409 +6%
BCA
1232
Bay Colony Advisors
Massachusetts
$3.07M +$287K +700 +10%
CCA
1233
Clearwater Capital Advisors
Illinois
$3.07M +$11.1K +27 +0.4%
ACM
1234
Advisors Capital Management
New Jersey
$3.06M +$3.06M +7,476 New
ESB
1235
Essex Savings Bank
Connecticut
$3.05M +$16.4K +40 +0.5%
GCM
1236
Graham Capital Management
Connecticut
$3.03M +$3.03M +7,400 New
BFAG
1237
Blackston Financial Advisory Group
Florida
$3.03M +$1.65M +4,041 +121%
SCM
1238
Sage Capital Management
New Jersey
$3.02M +$3.02M +7,362 New
UB
1239
UMB Bank
Missouri
$3.01M -$63.1K -154 -2%
SFWC
1240
Strategic Family Wealth Counselors
New Jersey
$3.01M +$444K +1,085 +17%
SWA
1241
Sightline Wealth Advisors
Connecticut
$3M -$36.9K -90 -1%
DWM
1242
Denver Wealth Management
Colorado
$3M -$40.5K -99 -1%
JAG
1243
Journey Advisory Group
Kentucky
$2.99M -$12.7K -31 -0.4%
TWP
1244
Tempus Wealth Planning
California
$2.98M -$174K -424 -6%
BBPWM
1245
Blue Bell Private Wealth Management
Pennsylvania
$2.97M -$198K -483 -6%
SG
1246
Sharper & Granite
California
$2.95M +$872K +2,130 +42%
SAM
1247
SignalPoint Asset Management
Missouri
$2.95M +$35.2K +86 +1%
WIC
1248
Woodmont Investment Counsel
Tennessee
$2.94M -$12.3K -30 -0.4%
GA
1249
GSG Advisors
New Jersey
$2.92M +$853K +2,142 +41%
FFA
1250
First Foundation Advisors
California
$2.92M -$1.47M -3,593 -34%