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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 %
DWM
1501
Dopkins Wealth Management
New York
$1.8M -$151K -369 -8%
GIM
1502
Goelzer Investment Management
Indiana
$1.8M +$584K +1,425 +48%
ZF
1503
Zhang Financial
Michigan
$1.79M -$127K -310 -7%
VPP
1504
Vertex Planning Partners
Illinois
$1.79M +$108K +263 +6%
SFG
1505
Seamount Financial Group
Colorado
$1.79M +$1.79M +4,359 New
SWP
1506
Semus Wealth Partners
Florida
$1.78M +$628K +1,534 +54%
HFAS
1507
Hummer Financial Advisory Services
Illinois
$1.78M
IAG
1508
Investment Advisory Group
Massachusetts
$1.78M +$23.3K +57 +1%
SQA
1509
Simon Quick Advisors
New Jersey
$1.78M +$84.8K +207 +5%
CCP
1510
Clarity Capital Partners
California
$1.78M +$1.78M +4,340 New
CMS
1511
Capital Market Strategies
Florida
$1.77M +$410 +1 +0%
VWM
1512
Vigilare Wealth Management
Arizona
$1.77M +$2.05K +5 +0.1%
HAG
1513
HF Advisory Group
Maryland
$1.77M +$7.37K +18 +0.4%
MC
1514
Mathes Company
New York
$1.77M
CA
1515
CV Advisors
Florida
$1.76M
MAWA
1516
Moss Adams Wealth Advisors
Washington
$1.76M -$1.64K -4 -0.1%
SAM
1517
Smartleaf Asset Management
Massachusetts
$1.76M +$1.76M +4,266 New
AIM
1518
Acropolis Investment Management
Missouri
$1.76M +$142K +347 +9%
FM
1519
Family Management
New York
$1.76M +$788K +1,925 +81%
SL
1520
Savior LLC
Massachusetts
$1.75M +$1.75M +4,283 New
SF
1521
Symphony Financial
Texas
$1.75M +$76.6K +187 +5%
CB
1522
Cadence Bank
Mississippi
$1.75M +$61K +149 +4%
NB
1523
Nicolet Bankshares
Wisconsin
$1.74M -$86K -210 -5%
D
1524
Diversified
Delaware
$1.74M +$294K +717 +20%
MWM
1525
Massachusetts Wealth Management
Massachusetts
$1.74M +$350K +855 +25%