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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 %
BFA
1426
Benedict Financial Advisors
Georgia
$2.06M +$168K +411 +9%
TCWM
1427
Total Clarity Wealth Management
Illinois
$2.06M +$133K +326 +7%
TW
1428
TritonPoint Wealth
Maryland
$2.05M +$2.05M +5,015 New
GC
1429
Grimes & Company
Massachusetts
$2.05M -$1.64K -4 -0.1%
ATC
1430
Argent Trust Co
Tennessee
$2.05M +$84K +205 +4%
JWM
1431
JFG Wealth Management
Colorado
$2.05M -$819K -2,000 -29%
RFP
1432
Root Financial Partners
California
$2.05M +$298K +727 +17%
ECG
1433
EPIQ Capital Group
California
$2.04M +$141K +344 +7%
WPC
1434
Waters Parkerson & Co
Louisiana
$2.03M -$71.7K -175 -3%
Chevy Chase Trust
1435
Chevy Chase Trust
Maryland
$2.03M +$208K +507 +11%
SI
1436
Saxon Interests
Texas
$2.01M +$2.01M +4,910 New
FCM
1437
Fortis Capital Management
Washington
$2.01M -$196K -478 -9%
JSW
1438
Journey Strategic Wealth
New Jersey
$2M -$105K -257 -5%
DIA
1439
Dana Investment Advisors
Wisconsin
$2M +$130K +317 +7%
IFAM
1440
Institutional & Family Asset Management
Colorado
$2M +$54.5K +133 +3%
CIA
1441
Cladis Investment Advisory
Montana
$2M +$47.1K +115 +2%
Fayez Sarofim & Co
1442
Fayez Sarofim & Co
Texas
$1.99M +$142K +325 +8%
NAM
1443
NorthCrest Asset Manangement
Minnesota
$1.99M +$125K +306 +7%
OC
1444
OxenFree Capital
Florida
$1.99M +$1.99M +4,849 New
MWM
1445
Mattern Wealth Management
Kansas
$1.98M +$351K +858 +22%
PWG
1446
Private Wealth Group
Florida
$1.97M +$1.57M +3,840 +392%
MFA
1447
Mayflower Financial Advisors
Massachusetts
$1.97M -$154K -375 -7%
LIG
1448
Lokken Investment Group
Delaware
$1.97M +$87.6K +214 +5%
MCA
1449
MSH Capital Advisors
Arizona
$1.97M +$7.37K +18 +0.4%
1SB
1450
1ST Source Bank
Indiana
$1.97M