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Invesco QQQ Trust

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
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
1351
Salem Investment Counselors
North Carolina
$2.59M +$18.7K +42 +0.7%
SIA
1352
Schear Investment Advisers
Ohio
$2.57M +$832K +1,875 +48%
KCM
1353
Kanawha Capital Management
Virginia
$2.57M +$524K +1,181 +26%
CP
1354
Capital Planning
Washington
$2.55M -$2.03M -4,567 -44%
BP
1355
BBR Partners
New York
$2.55M +$220K +496 +9%
BEC
1356
Blue Edge Capital
Virginia
$2.55M -$1.81M -4,084 -41%
FCP
1357
Fidelis Capital Partners
Florida
$2.55M -$142K -319 -5%
CWM
1358
Cherrydale Wealth Management
New Jersey
$2.54M -$87.9K -198 -3%
TCM
1359
Triumph Capital Management
Colorado
$2.54M +$28.5K +64 +1%
HNB
1360
Hilltop National Bank
Wyoming
$2.54M +$2.54M +5,714 New
CFGSD
1361
Compass Financial Group (South Dakota)
South Dakota
$2.53M +$109K +246 +5%
PSF
1362
Pacific Sun Financial
California
$2.53M +$200K +450 +9%
WI
1363
WBI Investments
New Jersey
$2.53M +$2.53M +5,694 New
CIAS
1364
CBIZ Investment Advisory Services
Ohio
$2.52M
KC
1365
Kingfisher Capital
North Carolina
$2.51M -$20.9K -47 -0.8%
NEWAS
1366
N.E.W. Advisory Services
Wisconsin
$2.48M +$128K +288 +5%
EC
1367
Estate Counselors
Wisconsin
$2.48M -$24.6M -55,330 -91%
MA
1368
Montag & Associates
Georgia
$2.48M +$1.51M +3,390 +155%
CFP
1369
Cascade Financial Partners
California
$2.48M +$2.48M +5,654 New
CAAS
1370
Capital Asset Advisory Services
Michigan
$2.48M -$295K -669 -11%
FAM
1371
Family Asset Management
South Carolina
$2.48M -$20.9K -47 -0.8%
LNWWM
1372
Laird Norton Wetherby Wealth Management
California
$2.47M +$44K +99 +2%
BPWM
1373
Badgley Phelps Wealth Managers
Washington
$2.47M +$177K +398 +8%
RMAM
1374
Raab & Moskowitz Asset Management
New Jersey
$2.46M +$423K +952 +21%
NAMNJ
1375
NorthStar Asset Management (New Jersey)
New Jersey
$2.46M +$64.4K +145 +3%