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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 %
BDF
1451
Black Diamond Financial
Maryland
$1.97M +$88K +215 +5%
MFG
1452
Mainsail Financial Group
Washington
$1.97M +$55.4K +136 +3%
HTIM
1453
Harbour Trust & Investment Management
Indiana
$1.96M +$1.96M +4,797 New
FP
1454
Financial Perspectives
Minnesota
$1.96M -$25.4K -62 -1%
TSW
1455
Three Seasons Wealth
Utah
$1.95M +$1.95M +4,766 New
RW
1456
REDW Wealth
New Mexico
$1.95M -$923K -2,253 -32%
IWN
1457
Independent Wealth Network
Iowa
$1.94M +$265K +647 +16%
Luther King Capital Management (LKCM)
1458
Luther King Capital Management (LKCM)
Texas
$1.94M -$63.5K -155 -3%
SC
1459
Sapient Capital
Indiana
$1.93M +$1.93M +4,717 New
HKIM
1460
Hayek Kallen Investment Management
Alabama
$1.93M
MPI
1461
Mairs & Power Inc
Minnesota
$1.93M +$955K +2,332 +98%
NF
1462
Nvest Financial
New Hampshire
$1.92M +$37.3K +91 +2%
CSIA
1463
Charles Schwab Investment Advisory
California
$1.91M +$258K +631 +16%
RWP
1464
Revolve Wealth Partners
New Jersey
$1.91M -$288K -703 -13%
CFO
1465
CVA Family Office
Colorado
$1.91M -$1.09M -2,660 -36%
LAS
1466
LWM Advisory Services
Florida
$1.91M +$1.31M +3,189 +218%
VFG
1467
Victory Financial Group
Texas
$1.91M +$1.91M +4,652 New
BOM
1468
Bank of Marin
California
$1.9M -$36K -88 -2%
FHB
1469
First Hawaiian Bank
Hawaii
$1.9M +$294K +718 +18%
WC
1470
Westwind Capital
New Mexico
$1.89M +$33.6K +82 +2%
KOC
1471
Koss-Olinger Consulting
Florida
$1.89M -$46.3K -113 -2%
FCIM
1472
Fairview Capital Investment Management
California
$1.89M
KCM
1473
Kanawha Capital Management
Virginia
$1.88M -$64.7K -158 -3%
HIA
1474
Harbor Investment Advisory
Maryland
$1.88M +$346K +846 +23%
RMAM
1475
Raab & Moskowitz Asset Management
New Jersey
$1.88M +$157K +383 +9%