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Invesco QQQ Trust

3,366 hedge funds and large institutions have $131B invested in Invesco QQQ Trust in 2024 Q4 according to their latest regulatory filings, with 524 funds opening new positions, 1,417 increasing their positions, 1,056 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,366
Holders Change
+338
Holders Change %
+11.16%
% of All Funds
44.8%
Holding in Top 10
739
Holding in Top 10 Change
+108
Holding in Top 10 Change %
+17.12%
% of All Funds
9.84%
New
524
Increased
1,417
Reduced
1,056
Closed
124
Calls
$114B
Puts
$201B
Net Calls
-$87.1B
Net Calls Change
+$22.6B
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
1551
Dopkins Wealth Management
New York
$2.74M +$76.2K +149 +3%
CCB
1552
Cutter & Co Brokerage
Missouri
$2.74M -$53.2K -104 -2%
DIM
1553
Delta Investment Management
California
$2.74M -$406K -795 -13%
AG
1554
AmeriFlex Group
Nevada
$2.73M +$2.73M +5,235 New
FFM
1555
Forum Financial Management
Illinois
$2.73M +$443K +867 +19%
PWP
1556
Pursue Wealth Partners
California
$2.72M -$1.13M -2,201 -29%
KF
1557
KKM Financial
Illinois
$2.72M -$5.62K -11 -0.2%
PCS
1558
Personal CFO Solutions
New Jersey
$2.72M +$65.9K +129 +2%
AWE
1559
Avidian Wealth Enterprises
Texas
$2.72M +$80.8K +158 +3%
EWM
1560
EPG Wealth Management
Georgia
$2.71M -$4.6K -9 -0.2%
FMN
1561
Financial Management Network
California
$2.71M -$339K -654 -11%
CCA
1562
Cora Capital Advisors
New Jersey
$2.7M -$58.3K -114 -2%
SA
1563
SoundView Advisors
Washington
$2.7M +$2.7M +5,288 New
KNW
1564
Kesler Norman & Wride
Utah
$2.7M -$4.6K -9 -0.2%
RWP
1565
Revolve Wealth Partners
New Jersey
$2.69M +$90K +176 +3%
PWG
1566
Private Wealth Group
Florida
$2.68M +$210K +411 +8%
MPPLM
1567
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.68M -$153K -300 -5%
BPWM
1568
Badgley Phelps Wealth Managers
Washington
$2.68M -$69.5K -136 -3%
DE
1569
Diversified Enterprises
Delaware
$2.68M +$10.2K +20 +0.4%
STA
1570
Smith Thornton Advisors
Alabama
$2.68M -$5.62K -11 -0.2%
LHWM
1571
Lake Hills Wealth Management
Texas
$2.67M
MFA
1572
Mayflower Financial Advisors
Massachusetts
$2.66M +$38.9K +76 +1%
CPSC
1573
Carl P. Sherr & Co
Massachusetts
$2.66M +$511 +1 +0%
AAMA
1574
Advanced Asset Management Advisors
Ohio
$2.66M -$79.8K -156 -3%
AIM
1575
Advyzon Investment Management
Illinois
$2.64M +$2.64M +5,173 New