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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 %
NAG
1301
Northstar Advisory Group
New Jersey
$2.63M -$1.04M -2,543 -28%
RA
1302
Riverstone Advisors
Texas
$2.62M +$2.62M +6,400 New
IAG
1303
Investmark Advisory Group
Connecticut
$2.62M +$872K +2,130 +50%
CPSC
1304
Carl P. Sherr & Co
Massachusetts
$2.61M
WFS
1305
Weitzel Financial Services
Iowa
$2.61M +$17.7K +44 +0.7%
CGPCS
1306
Capital Group Private Client Services
California
$2.61M +$2.18M +5,323 +511%
GSB
1307
Greenfield Savings Bank
Massachusetts
$2.59M +$16.8K +41 +0.7%
BEAM
1308
Baker Ellis Asset Management
Washington
$2.59M
MMPW
1309
Mitchell McLeod Pugh & Williams
Alabama
$2.59M +$91.3K +223 +4%
BOPW
1310
Brandywine Oak Private Wealth
Pennsylvania
$2.59M -$311K -759 -11%
NC
1311
NovaPoint Capital
Georgia
$2.58M +$508K +1,240 +24%
PCG
1312
Prosperity Consulting Group
Maryland
$2.58M -$44.6K -109 -2%
SAI
1313
Savvy Advisors Inc
New York
$2.58M +$2.58M +6,294 New
CAAS
1314
Capital Asset Advisory Services
Michigan
$2.58M +$2.58M +6,291 New
AWM
1315
Ameliora Wealth Management
Switzerland
$2.58M
NL
1316
NDWM LLC
California
$2.57M +$2.57M +6,284 New
PFS
1317
Prospect Financial Services
New York
$2.57M +$2.57M +6,278 New
BCM
1318
Becker Capital Management
Oregon
$2.56M -$3.13M -7,650 -55%
MA
1319
Mezzasalma Advisors
New Jersey
$2.55M -$68.4K -167 -3%
CCA
1320
Cora Capital Advisors
New Jersey
$2.55M +$137K +334 +6%
CWS
1321
Cypress Wealth Services
California
$2.53M -$2.46K -6 -0.1%
NC
1322
Napatree Capital
Rhode Island
$2.53M +$2.53M +6,183 New
BBHC
1323
Brown Brothers Harriman & Co
New York
$2.53M -$115K -281 -4%
LCG
1324
Luxor Capital Group
New York
$2.53M -$40.3M -98,319 -94%
HP
1325
Holistic Planning
Texas
$2.52M +$2.52M +6,151 New