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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 %
PWM
1551
PBMares Wealth Management
Virginia
$1.64M -$41K -100 -2%
CVA
1552
Central Valley Advisors
California
$1.64M +$1.64M +4,011 New
TSWM
1553
Tyler-Stone Wealth Management
Ohio
$1.64M +$96.6K +236 +6%
MWAM
1554
Manhattan West Asset Management
California
$1.64M +$124K +303 +8%
CCM
1555
Connective Capital Management
California
$1.64M +$1.64M +4,003 New
RCA
1556
Resonant Capital Advisors
Wisconsin
$1.64M
HVIA
1557
Hudson Valley Investment Advisors
New York
$1.64M +$30.4K +75 +2%
CWM
1558
Collaborative Wealth Management
Florida
$1.62M -$14.7K -36 -0.9%
SWM
1559
StoneCrest Wealth Management
Arizona
$1.62M +$1.62M +3,951 New
RI
1560
Ridgewood Investments
New Jersey
$1.62M -$161K -393 -9%
SIA
1561
Schear Investment Advisers
Ohio
$1.6M +$9.01K +22 +0.6%
RWP
1562
Ridgecrest Wealth Partners
California
$1.59M -$20.5K -50 -1%
WFA
1563
Websterrogers Financial Advisors
South Carolina
$1.59M
CHC
1564
City Holding Co
West Virginia
$1.59M +$364K +890 +30%
PMSA
1565
Patrick M. Sweeney & Associates
Illinois
$1.58M +$1.58M +3,870 New
TC
1566
Truvestments Capital
Florida
$1.58M -$59.8K -146 -4%
CIG
1567
Cairn Investment Group
Washington
$1.58M -$135K -330 -8%
SAM
1568
Summit Asset Management
Tennessee
$1.57M -$14.3K -35 -0.9%
FFM
1569
Forum Financial Management
Illinois
$1.57M -$484K -1,181 -24%
MP
1570
McDonald Partners
Ohio
$1.57M -$14.7K -36 -0.9%
TP
1571
Tranquility Partners
Tennessee
$1.57M -$116K -284 -7%
TAM
1572
Tocqueville Asset Management
New York
$1.57M
MWM
1573
MinichMacGregor Wealth Management
New York
$1.56M +$680K +1,661 +77%
CCB
1574
Country Club Bank
Missouri
$1.55M
PB
1575
Pinnacle Bancorp
Nebraska
$1.55M -$13.9K -34 -0.9%