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Invesco QQQ Trust

2,941 hedge funds and large institutions have $107B invested in Invesco QQQ Trust in 2024 Q2 according to their latest regulatory filings, with 225 funds opening new positions, 1,345 increasing their positions, 956 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,941
Holders Change
+54
Holders Change %
+1.87%
% of All Funds
42.77%
Holding in Top 10
654
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.87%
% of All Funds
9.51%
New
225
Increased
1,345
Reduced
956
Closed
127
Calls
$128B
Puts
$213B
Net Calls
-$85.3B
Net Calls Change
+$19B
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
1351
Symphony Financial Services
Ohio
$2.86M +$2.86M +5,001 New
CCA
1352
Cora Capital Advisors
New Jersey
$2.85M -$77.6K -162 -3%
VW
1353
Veridan Wealth
Oregon
$2.85M +$2.85M +5,169 New
CFP
1354
Cascade Financial Partners
California
$2.84M +$132K +275 +5%
TC
1355
Truvestments Capital
Florida
$2.81M -$6.71K -14 -0.2%
KMWM
1356
Keudell/Morrison Wealth Management
Oregon
$2.81M -$21.6K -45 -0.8%
WF
1357
WoodTrust Financial
Wisconsin
$2.8M +$333K +695 +13%
SIC
1358
Samalin Investment Counsel
New York
$2.8M -$138K -287 -5%
FAG
1359
Fortitude Advisory Group
Washington
$2.8M -$25.9K -54 -0.9%
NEWAS
1360
N.E.W. Advisory Services
Wisconsin
$2.79M +$114K +238 +4%
MPPLM
1361
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.78M +$2.78M +5,812 New
IFAM
1362
Institutional & Family Asset Management
Colorado
$2.78M +$510K +1,064 +22%
DWM
1363
Denver Wealth Management
Colorado
$2.78M -$28.7K -60 -1%
AP
1364
Americana Partners
Texas
$2.77M -$315K -658 -10%
BP
1365
BBR Partners
New York
$2.76M
HNB
1366
Hilltop National Bank
Wyoming
$2.74M
DIP
1367
Davis Investment Partners
North Carolina
$2.73M -$1.04M -2,102 -28%
KCM
1368
Kanawha Capital Management
Virginia
$2.72M -$52.2K -109 -2%
LCM
1369
Lazari Capital Management
California
$2.72M +$2.04M +4,252 +300%
PSF
1370
Pacific Sun Financial
California
$2.72M -$14.9K -31 -0.5%
RMAM
1371
Raab & Moskowitz Asset Management
New Jersey
$2.71M +$50.8K +106 +2%
AWE
1372
Avidian Wealth Enterprises
Texas
$2.71M +$622K +1,299 +30%
GC
1373
Guidance Capital
Kentucky
$2.71M +$345K +733 +15%
AMG
1374
Advisors Management Group
Wisconsin
$2.71M +$177K +369 +7%
LWCFA
1375
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.69M