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Invesco QQQ Trust
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Overview Fund Activity

3,028 hedge funds and large institutions have $103B invested in Invesco QQQ Trust in 2024 Q3 according to their latest regulatory filings, with 229 funds opening new positions, 1,281 increasing their positions, 1,098 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,028
Holders Change
+87
Holders Change %
+2.96%
% of All Funds
43.8%
Holding in Top 10
631
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-3.52%
% of All Funds
9.13%
New
229
Increased
1,281
Reduced
1,098
Closed
100
Calls
$115B
Puts
$225B
Net Calls
-$110B
Net Calls Change
-$24.4B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$921M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$794M
3
HCM
Howard Capital Management
Georgia
+$502M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$455M
5
KAM
Kensington Asset Management
Texas
+$323M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.6B
2
Citadel Advisors
Citadel Advisors
Florida
-$1.47B
3
SFC
Strategic Financial Concepts
Texas
-$1.35B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$863M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$788M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMS
1526
Capital Market Strategies
Florida
$2.24M +$76.1K +156 +4%
WP
1527
WMS Partners
Maryland
$2.24M +$529K +1,084 +31%
RW
1528
REDW Wealth
New Mexico
$2.24M -$3.42K -7 -0.2%
CGL
1529
Clarius Group LLC
Washington
$2.22M +$976 +2 +0%
EFA
1530
Edge Financial Advisors
Illinois
$2.22M +$2.22M +4,539 New
FCIM
1531
Fairview Capital Investment Management
California
$2.21M +$39K +80 +2%
GCA
1532
Greenwood Capital Associates
South Carolina
$2.2M +$100K +205 +5%
KWAG
1533
Kiely Wealth Advisory Group
North Carolina
$2.19M -$47.2K -92 -2%
KFS
1534
Kaizen Financial Strategies
California
$2.18M -$5.37K -11 -0.2%
FFM
1535
Forum Financial Management
Illinois
$2.18M +$150K +307 +7%
WFA
1536
Wellspring Financial Advisors
Ohio
$2.18M -$266 -175 -0%
CGF
1537
Constant Guidance Financial
Massachusetts
$2.18M +$1.57M +3,218 +258%
TW
1538
TrinityPoint Wealth
Connecticut
$2.17M +$58.6K +120 +3%
CB
1539
Cadence Bank
Mississippi
$2.17M +$2.17M +4,443 New
BFA
1540
Beaumont Financial Advisors
Massachusetts
$2.17M +$51.7K +106 +2%
GT
1541
Glenview Trust
Kentucky
$2.17M -$8.79K -18 -0.4%
MCM
1542
Morton Capital Management
California
$2.16M -$420K -861 -16%
LWM
1543
Lyell Wealth Management
California
$2.16M -$38.1K -78 -2%
GCM
1544
Graham Capital Management
Connecticut
$2.15M +$2.15M +4,400 New
IAMOG
1545
Investors Asset Management of Georgia
Georgia
$2.15M -$101K -206 -4%
PFA
1546
Pathway Financial Advisors
Vermont
$2.14M – – –
MAWA
1547
Moss Adams Wealth Advisors
Washington
$2.14M +$1.96K +4 +0.1%
BOM
1548
Bank of Marin
California
$2.13M -$13.7K -28 -0.6%
HFAS
1549
Hummer Financial Advisory Services
Illinois
$2.13M – – –
HIA
1550
Harbor Investment Advisory
Maryland
$2.13M -$8.78K -18 -0.4%
60 61
62
63 64