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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 %
SFP
1276
Sterling Financial Planning
New Jersey
$2.76M +$11.1K +27 +0.4%
SC
1277
SouthState Corp
Florida
$2.75M +$32.8K +80 +1%
CIA
1278
Capital Investment Advisors
Georgia
$2.74M -$346K -846 -11%
XF
1279
XML Financial
Maryland
$2.74M +$281K +685 +11%
ECG
1280
Edge Capital Group
Georgia
$2.73M +$39.7K +97 +1%
MIM
1281
Macroview Investment Management
Maryland
$2.72M -$32.8K -80 -1%
KWM
1282
Kaydan Wealth Management
Michigan
$2.71M +$41.4K +101 +2%
NWM
1283
Napa Wealth Management
California
$2.71M +$2.71M +6,616 New
S
1284
SignatureFD
Georgia
$2.7M -$58.6K -143 -2%
BWM
1285
BKM Wealth Management
Wisconsin
$2.69M +$2.69M +6,567 New
VAM
1286
Vienna Asset Management
California
$2.69M +$2.69M +6,677 New
BCG
1287
BayBridge Capital Group
California
$2.69M +$2.69M +6,559 New
AWA
1288
Alta Wealth Advisors
Massachusetts
$2.69M +$1.41M +3,437 +110%
HCMG
1289
Howard Capital Management Group
California
$2.69M
JAFL
1290
Jay A. Fishman Ltd
Michigan
$2.68M
HSWS
1291
Higgins & Schmidt Wealth Strategies
Colorado
$2.68M +$2.68M +6,549 New
RI
1292
Rinkey Investments
California
$2.67M +$2.67M +6,521 New
CC
1293
Codex Capital
New York
$2.66M
GLR
1294
Great Lakes Retirement
Ohio
$2.66M +$182K +444 +7%
AP
1295
Americana Partners
Texas
$2.64M
PWM
1296
Prosperity Wealth Management
California
$2.64M +$1.48M +3,605 +127%
MIM
1297
Marco Investment Management
Georgia
$2.64M +$269K +658 +11%
DWT
1298
Dorsey & Whitney Trust
South Dakota
$2.63M +$1.13M +2,768 +76%
FMN
1299
Financial Management Network
California
$2.63M -$179K -452 -6%
TC
1300
Trust Company
Kansas
$2.63M -$113K -276 -4%