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Invesco QQQ Trust
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Overview Fund Activity

2,887 hedge funds and large institutions have $104B invested in Invesco QQQ Trust in 2024 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 1,240 increasing their positions, 1,045 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+62
Holders Change %
+2.19%
% of All Funds
41.85%
Holding in Top 10
642
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.26%
% of All Funds
9.31%
New
232
Increased
1,240
Reduced
1,045
Closed
127
Calls
$121B
Puts
$225B
Net Calls
-$104B
Net Calls Change
-$6.98B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.55B
2
Jane Street
Jane Street
New York
+$842M
3
Wells Fargo
Wells Fargo
California
+$834M
4
HF
HRT Financial
New York
+$755M
5
Wolverine Trading
Wolverine Trading
Illinois
+$695M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$12.6B
2
Morgan Stanley
Morgan Stanley
New York
-$7.94B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.11B
4
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$597M
5
RCM
Rokos Capital Management
United Kingdom
-$554M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1276
Becker Capital Management
Oregon
$3M +$222K +500 +8%
FFG
1277
Frisch Financial Group
New York
$3M -$21.3K -48 -0.7%
ORG
1278
Optimist Retirement Group
Washington
$3M +$888 +2 +0%
YIA
1279
YHB Investment Advisors
Connecticut
$2.98M -$70.2K -158 -2%
BTWM
1280
Baker Tilly Wealth Management
Wisconsin
$2.98M +$528K +1,189 +21%
S
1281
SignatureFD
Georgia
$2.98M +$51.5K +116 +2%
PCA
1282
Peddock Capital Advisors
Massachusetts
$2.98M -$87K -196 -3%
KWM
1283
Kaydan Wealth Management
Michigan
$2.97M +$28.9K +65 +1%
IAA
1284
Independent Advisor Alliance
North Carolina
$2.96M +$1.53M +3,443 +107%
SC
1285
SouthState Corp
Florida
$2.96M -$20.4K -46 -0.7%
ACM
1286
Advance Capital Management
Michigan
$2.96M +$686K +1,544 +30%
RGF
1287
Retirement Guys Formula
Ohio
$2.95M +$2.18M +4,911 +285%
GSB
1288
Greenfield Savings Bank
Massachusetts
$2.92M +$112K +252 +4%
FFA
1289
First Foundation Advisors
California
$2.92M -$242K -545 -8%
HCMG
1290
Howard Capital Management Group
California
$2.92M +$4.44K +10 +0.2%
JAFL
1291
Jay A. Fishman Ltd
Michigan
$2.91M – – –
CGPCS
1292
Capital Group Private Client Services
California
$2.91M +$80.4K +181 +3%
LIA
1293
LBMC Investment Advisors
Tennessee
$2.9M +$436K +982 +18%
AIC
1294
Ayalon Insurance Company
Israel
$2.89M -$1.84M -4,133 -39%
CC
1295
Codex Capital
New York
$2.89M – – –
CF
1296
Cantor Fitzgerald
New York
$2.89M -$599K -1,350 -17%
SHFP
1297
Second Half Financial Partners
Florida
$2.88M -$908K -2,046 -24%
AP
1298
Americana Partners
Texas
$2.86M – – –
NI
1299
NCP Inc
California
$2.86M +$2.86M +6,444 New
MIM
1300
Marco Investment Management
Georgia
$2.86M – – –
50 51
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