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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 %
BP
1401
BBR Partners
New York
$2.15M
PSF
1402
Pacific Sun Financial
California
$2.15M -$50.4K -123 -2%
AWM
1403
Aprio Wealth Management
Georgia
$2.14M -$1.32M -3,232 -38%
LHWM
1404
Lake Hills Wealth Management
Texas
$2.14M
CWA
1405
Capital Wealth Alliance
Arizona
$2.14M -$110K -268 -5%
ANBT
1406
American National Bank & Trust
Texas
$2.14M +$279K +681 +15%
FT
1407
Fiduciary Trust
Massachusetts
$2.14M -$6.14K -15 -0.3%
NFSG
1408
Newbridge Financial Services Group
Florida
$2.13M +$591K +1,444 +38%
VFG
1409
Valley Financial Group
Pennsylvania
$2.12M +$2.12M +5,175 New
AAMA
1410
Advanced Asset Management Advisors
Ohio
$2.11M +$73.7K +180 +4%
BPWM
1411
Badgley Phelps Wealth Managers
Washington
$2.11M
BBA
1412
Braun-Bostich & Associates
Pennsylvania
$2.11M +$2.11M +5,156 New
FCBT
1413
First Citizens Bank & Trust
North Carolina
$2.11M +$394K +963 +23%
CPA
1414
Capital Planning Advisors
California
$2.11M -$3.28K -8 -0.2%
NG
1415
NWK Group
California
$2.11M -$14.3K -35 -0.7%
AMG
1416
Advisors Management Group
Wisconsin
$2.1M -$12.7K -31 -0.6%
AA
1417
AlphaCentric Advisors
Puerto Rico
$2.1M +$2.1M +5,122 New
FF
1418
Financial Futures
New Jersey
$2.1M +$1.55M +3,779 +282%
ACM
1419
Advance Capital Management
Michigan
$2.1M +$129K +314 +7%
MCM
1420
Mattern Capital Management
Colorado
$2.09M
WSTAM
1421
Wilbanks Smith & Thomas Asset Management
Virginia
$2.09M +$210K +513 +11%
WFA
1422
Wellspring Financial Advisors
Ohio
$2.09M -$209 -144 -0%
KIC
1423
Kensington Investment Counsel
California
$2.09M -$72.1K -176 -3%
BFA
1424
Beaumont Financial Advisors
Massachusetts
$2.08M +$134K +328 +7%
CIM
1425
Contravisory Investment Management
Massachusetts
$2.07M +$2.07M +5,050 New