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Invesco QQQ Trust

2,887 hedge funds and large institutions have $104B invested in Invesco QQQ Trust in 2024 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 1,240 increasing their positions, 1,045 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+62
Holders Change %
+2.19%
% of All Funds
41.85%
Holding in Top 10
642
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.26%
% of All Funds
9.31%
New
232
Increased
1,240
Reduced
1,045
Closed
127
Calls
$121B
Puts
$225B
Net Calls
-$104B
Net Calls Change
-$6.98B
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
1501
Oribel Capital Management
New York
$2M +$1.04M +2,350 +109%
AWC
1502
Adamsbrown Wealth Consultants
Kansas
$2M +$12K +27 +0.6%
MCA
1503
MSH Capital Advisors
Arizona
$1.99M -$142K -320 -7%
VFG
1504
Valley Financial Group
Pennsylvania
$1.99M -$310K -698 -13%
CWM
1505
Calamos Wealth Management
Illinois
$1.98M -$45.7K -103 -2%
SL
1506
Sentinus LLC
Illinois
$1.97M +$1.97M +4,434 New
BDF
1507
Black Diamond Financial
Maryland
$1.97M
PWA
1508
Physician Wealth Advisors
Utah
$1.97M +$65.1K +151 +3%
TA
1509
TFB Advisors
Kansas
$1.96M +$375K +890 +24%
PFA
1510
Pathway Financial Advisors
Vermont
$1.96M +$84.4K +190 +5%
FPCP
1511
Fort Point Capital Partners
California
$1.95M -$77.3K -174 -4%
AI
1512
Atom Investors
Texas
$1.95M +$1.95M +4,393 New
MWM
1513
Mascoma Wealth Management
New Hampshire
$1.95M -$73.7K -166 -4%
LAS
1514
LWM Advisory Services
Florida
$1.95M -$88K -201 -4%
CMS
1515
Capital Market Strategies
Florida
$1.95M +$25.8K +58 +1%
PCS
1516
Personal CFO Solutions
New Jersey
$1.95M +$72.8K +164 +4%
NFA
1517
Northern Financial Advisors
Michigan
$1.94M -$10.2K -23 -0.5%
HFAS
1518
Hummer Financial Advisory Services
Illinois
$1.94M +$8.45K +19 +0.4%
JRP
1519
Jasper Ridge Partners
California
$1.94M +$674K +1,517 +53%
CSS
1520
Cubist Systematic Strategies
Connecticut
$1.94M +$1.94M +4,371 New
SQA
1521
Simon Quick Advisors
New Jersey
$1.94M +$8.44K +19 +0.4%
SAM
1522
Smartleaf Asset Management
Massachusetts
$1.93M +$34.7K +78 +2%
AWE
1523
Avidian Wealth Enterprises
Texas
$1.93M -$99.9K -225 -5%
AI
1524
Arvest Investments
Arkansas
$1.92M -$28.4K -64 -1%
MWM
1525
Massachusetts Wealth Management
Massachusetts
$1.92M +$28.9K +65 +2%