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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 %
M
1226
MATAURO
New York
$4.9M +$4.9M +9,590 New
WC
1227
Waterloo Capital
Texas
$4.9M +$84.9K +166 +2%
FIM
1228
FWL Investment Management
Texas
$4.88M +$341K +667 +8%
CSA
1229
Cottage Street Advisors
Massachusetts
$4.88M +$36.3K +71 +0.7%
EFG
1230
Ethos Financial Group
Pennsylvania
$4.88M +$1.62M +3,165 +50%
RWP
1231
Ridgeline Wealth Planning
Ohio
$4.87M +$4.87M +9,527 New
FLI
1232
Family Legacy Inc
South Carolina
$4.85M -$74.2K -144 -2%
TCG
1233
Transcendent Capital Group
Oklahoma
$4.84M +$1.66M +3,247 +52%
PL
1234
Plancorp LLC
Missouri
$4.82M -$1.02K -2 -0%
Fayez Sarofim & Co
1235
Fayez Sarofim & Co
Texas
$4.81M +$2.26M +4,415 +89%
TWP
1236
Tyche Wealth Partners
Texas
$4.78M +$420K +822 +10%
WF
1237
Welch & Forbes
Massachusetts
$4.77M +$187K +366 +4%
CPA
1238
Clear Point Advisors
New York
$4.77M -$58.8K -115 -1%
EWA
1239
EverSource Wealth Advisors
Alabama
$4.76M +$699K +1,367 +17%
MPA
1240
Marvin & Palmer Associates
Delaware
$4.76M +$4.76M +9,320 New
HP
1241
Haven Private
Florida
$4.76M +$4.76M +9,316 New
EA
1242
Eclectic Associates
California
$4.75M +$4.1M +8,030 +636%
CCM
1243
Cohen Capital Management
California
$4.75M +$2.56K +5 +0.1%
CA
1244
Cornerstone Advisory
Maryland
$4.75M -$21K -39 -0.4%
RIA
1245
Realta Investment Advisors
Delaware
$4.72M -$362K -699 -7%
BWP
1246
Balboa Wealth Partners
Arizona
$4.72M -$1.83M -3,582 -28%
MCCA
1247
Mill Creek Capital Advisors
Pennsylvania
$4.72M -$23K -45 -0.5%
SC
1248
Searle & Co
Connecticut
$4.71M +$486K +950 +12%
TAM
1249
Tocqueville Asset Management
New York
$4.7M +$3.11M +6,078 +195%
GA
1250
Goldstein Advisors
Wisconsin
$4.69M -$511 -1 -0%