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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 %
GC
1376
Gruss & Co
Florida
$2.25M +$614K +1,500 +38%
PAA
1377
Peregrine Asset Advisers
Oregon
$2.24M +$989K +2,416 +79%
FAG
1378
Fortitude Advisory Group
Washington
$2.24M +$5.32K +13 +0.2%
LNWWM
1379
Laird Norton Wetherby Wealth Management
California
$2.24M +$410K +1,002 +22%
CFGSD
1380
Compass Financial Group (South Dakota)
South Dakota
$2.24M +$6.96K +17 +0.3%
JWM
1381
JPL Wealth Management
Colorado
$2.23M +$2.23M +5,455 New
EWM
1382
EPG Wealth Management
Georgia
$2.23M +$235K +549 +12%
SFG
1383
SNS Financial Group
Minnesota
$2.22M +$24.6K +60 +1%
KNW
1384
Kesler Norman & Wride
Utah
$2.22M +$28.3K +69 +1%
TLA
1385
Tanglewood Legacy Advisors
Texas
$2.22M
VHAM
1386
Van Hulzen Asset Management
California
$2.21M +$283K +690 +15%
LCS
1387
Levin Capital Strategies
New York
$2.21M +$2.46K +6 +0.1%
GAM
1388
Gotham Asset Management
New York
$2.21M
NAMNJ
1389
NorthStar Asset Management (New Jersey)
New Jersey
$2.21M +$2.21M +5,396 New
APF
1390
Alaska Permanent Fund
Alaska
$2.2M
ACA
1391
Affinity Capital Advisors
California
$2.2M +$78.2K +191 +4%
CKAIS
1392
Christensen King & Associates Investment Services
Washington
$2.19M +$2.19M +5,353 New
SR
1393
Syntax Research
Florida
$2.18M -$3.72M -9,091 -63%
RCM
1394
Ratan Capital Management
Florida
$2.18M +$2.18M +5,316 New
BFG
1395
Berger Financial Group
Minnesota
$2.18M -$162K -396 -7%
KF
1396
KKM Financial
Illinois
$2.17M +$2.17M +5,308 New
SEIA
1397
Signature Estate & Investment Advisors
California
$2.17M +$181K +442 +9%
NEWAS
1398
N.E.W. Advisory Services
Wisconsin
$2.17M +$56.1K +137 +3%
PIA
1399
Panoramic Investment Advisors
Colorado
$2.16M -$23.3K -57 -1%
CCB
1400
Cutter & Co Brokerage
Missouri
$2.15M +$18K +44 +0.8%