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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 %
RCWM
1351
Royal Capital Wealth Management
Indiana
$2.34M +$6.14K +15 +0.3%
LFP
1352
Lakeshore Financial Planning
Michigan
$2.33M +$119K +290 +5%
RZH
1353
Relyea Zuckerberg Hanson
Connecticut
$2.33M +$275K +671 +13%
KC
1354
Kingfisher Capital
North Carolina
$2.33M -$21.7K -53 -0.9%
CAL
1355
Capital Analysts LLC
Pennsylvania
$2.33M +$431K +1,052 +23%
CWM
1356
CCG Wealth Management
California
$2.33M +$3.28K +8 +0.1%
HIMC
1357
Heritage Investors Management Corp
Maryland
$2.32M -$57.3K -140 -2%
CIAS
1358
CBIZ Investment Advisory Services
Ohio
$2.32M +$2.32M +5,667 New
IAMOG
1359
Investors Asset Management of Georgia
Georgia
$2.32M -$417K -1,017 -15%
CCA
1360
Catalyst Capital Advisors
New York
$2.32M
SIC
1361
Samalin Investment Counsel
New York
$2.31M -$314K -767 -12%
TCM
1362
Triumph Capital Management
Colorado
$2.31M -$38.1K -93 -2%
QCM
1363
QRG Capital Management
Illinois
$2.3M +$75.4K +184 +3%
GWSA
1364
Global Wealth Strategies & Associates
Colorado
$2.3M -$649K -1,586 -22%
FAM
1365
Family Asset Management
South Carolina
$2.3M -$4.51K -11 -0.2%
VCA
1366
Verdence Capital Advisors
Maryland
$2.3M -$26.2K -64 -1%
LFA
1367
Lauterbach Financial Advisors
Texas
$2.3M +$10.2K +25 +0.4%
SCM
1368
Saxony Capital Management
Missouri
$2.29M +$2.29M +5,600 New
KFA
1369
Kelleher Financial Advisors
New York
$2.29M -$218K -532 -9%
SPL
1370
Smart Portfolios LLC
Washington
$2.28M -$8.14K -19 -0.4%
FA
1371
FC Advisory
Pennsylvania
$2.27M -$60.2K -147 -3%
LIA
1372
LBMC Investment Advisors
Tennessee
$2.27M +$1.23K +3 +0.1%
GWS
1373
Glassman Wealth Services
Virginia
$2.27M +$16.8K +41 +0.7%
BTWM
1374
Baker Tilly Wealth Management
Wisconsin
$2.27M +$68K +166 +3%
LWCFA
1375
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.26M -$10.4K -25 -0.5%