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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 %
WFS
1476
Walker Financial Services
Kentucky
$1.88M -$149K -364 -7%
AWE
1477
Avidian Wealth Enterprises
Texas
$1.87M +$149K +364 +9%
BWM
1478
Birchcreek Wealth Management
Ohio
$1.87M -$109K -265 -5%
PWMG
1479
Provence Wealth Management Group
California
$1.87M -$38.9K -95 -2%
FPCP
1480
Fort Point Capital Partners
California
$1.87M -$457K -1,115 -20%
CI
1481
CPR Investments
Michigan
$1.87M +$819K +2,000 +78%
MWM
1482
Mascoma Wealth Management
New Hampshire
$1.87M -$89.7K -219 -5%
CWM
1483
Calamos Wealth Management
Illinois
$1.87M +$31.1K +76 +2%
CGL
1484
Clarius Group LLC
Washington
$1.86M -$31.5K -77 -2%
SIA
1485
Sage Investment Advisers
New York
$1.86M +$549K +1,341 +42%
PWA
1486
Physician Wealth Advisors
Utah
$1.86M +$348K +824 +23%
ODIJL
1487
One Day In July LLC
Vermont
$1.85M +$460K +1,124 +33%
ACP
1488
Aviance Capital Partners
Florida
$1.85M +$423K +1,033 +30%
GAA
1489
Guardian Asset Advisors
Pennsylvania
$1.85M +$1.85M +4,513 New
KFS
1490
Kaizen Financial Strategies
California
$1.83M -$192K -468 -9%
LWM
1491
Lyell Wealth Management
California
$1.83M +$201K +490 +12%
CCIA
1492
Cherry Creek Investment Advisors
Colorado
$1.83M -$6.96K -17 -0.4%
AWC
1493
Adamsbrown Wealth Consultants
Kansas
$1.83M +$17.6K +43 +1%
DIM
1494
Delta Investment Management
California
$1.81M +$2.05K +5 +0.1%
GF
1495
Gries Financial
Ohio
$1.81M +$716K +1,747 +65%
AWM
1496
Alterna Wealth Management
Texas
$1.81M +$149K +364 +9%
PP
1497
Patten & Patten
Tennessee
$1.8M +$74.9K +183 +4%
NFA
1498
Northern Financial Advisors
Michigan
$1.8M -$70.4K -172 -4%
AI
1499
Arvest Investments
Arkansas
$1.8M +$1.8M +4,389 New
CC
1500
Copperleaf Capital
North Carolina
$1.8M -$84.8K -207 -5%