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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 %
SSWM
1326
Strait & Sound Wealth Management
California
$2.51M +$351K +849 +16%
PAG
1327
Paladin Advisory Group
Iowa
$2.5M -$1.23K -3 -0%
WF
1328
WoodTrust Financial
Wisconsin
$2.5M +$1.65M +4,021 +194%
GWP
1329
Gateway Wealth Partners
Wisconsin
$2.5M +$1.14M +2,795 +85%
ASC
1330
Atalanta Sosnoff Capital
New York
$2.49M -$433K -1,057 -15%
FCP
1331
Fidelis Capital Partners
Florida
$2.48M +$1.61M +3,932 +185%
NG
1332
Norden Group
Utah
$2.48M +$2.48M +6,055 New
CSA
1333
Cottage Street Advisors
Massachusetts
$2.48M +$247K +610 +11%
State Farm Mutual Automobile Insurance
1334
State Farm Mutual Automobile Insurance
Illinois
$2.46M
SXL
1335
Summit X LLC
Missouri
$2.45M +$9.83K +24 +0.4%
PWM
1336
Pacific Wealth Management
California
$2.45M -$9.42K -23 -0.4%
TWP
1337
Tyche Wealth Partners
Texas
$2.44M +$2.44M +5,969 New
CWM
1338
Cherrydale Wealth Management
New Jersey
$2.43M +$76.6K +187 +3%
KMWM
1339
Keudell/Morrison Wealth Management
Oregon
$2.41M +$20.5K +50 +0.9%
BWA
1340
Beam Wealth Advisors
Louisiana
$2.41M +$341K +833 +16%
AC
1341
AlphaCore Capital
California
$2.39M -$800K -1,952 -25%
AF
1342
Apollon Financial
South Carolina
$2.39M +$2.39M +5,841 New
FNFDCM
1343
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.39M -$205K -500 -8%
T
1344
TNF
Montana
$2.39M -$34.7K -81 -1%
GP
1345
Geneva Partners
Wisconsin
$2.39M +$2.06M +5,035 +636%
SSA
1346
Sierra Summit Advisors
Nevada
$2.37M +$2.37M +5,783 New
SIC
1347
Salem Investment Counselors
North Carolina
$2.36M -$97.1K -237 -4%
LWM
1348
Laidlaw Wealth Management
New York
$2.36M -$348K -849 -13%
OA
1349
Oxbow Advisors
Texas
$2.36M
AL
1350
Aspiriant LLC
California
$2.34M +$50.8K +124 +2%