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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 %
SFS
1651
Stiles Financial Services
Minnesota
$1.33M -$256K -626 -16%
GFPC
1652
Global Financial Private Client
Florida
$1.33M +$410 +1 +0%
FWC
1653
First Washington Corp
Washington
$1.32M -$210K -514 -14%
IAA
1654
Independent Advisor Alliance
North Carolina
$1.32M +$609K +1,486 +85%
AC
1655
Apella Capital
Connecticut
$1.32M +$142K +358 +12%
FA
1656
FSA Advisors
Michigan
$1.32M +$1.32M +3,211 New
TWA
1657
TCI Wealth Advisors
Arizona
$1.31M +$162K +395 +14%
BCM
1658
Bienville Capital Management
New York
$1.3M -$516K -1,259 -28%
MBFW
1659
Morton Brown Family Wealth
Pennsylvania
$1.3M +$68.4K +167 +6%
IPAM
1660
Investment Partners Asset Management
New Jersey
$1.3M +$1.3M +3,165 New
VNA
1661
Valley National Advisers
Pennsylvania
$1.3M +$45.4K +111 +4%
NGA
1662
Naples Global Advisors
Florida
$1.29M -$38.9K -95 -3%
IP
1663
Ignite Planners
California
$1.29M -$180K -447 -12%
SAI
1664
Systematic Alpha Investments
New Jersey
$1.28M
ACGDR
1665
Atmos Capital Gestao de Recursos
Brazil
$1.28M -$1.04M -2,530 -45%
HAFG
1666
Hansen & Associates Financial Group
California
$1.28M +$1.28M +2,994 New
CC
1667
Callan Capital
California
$1.28M +$88.9K +217 +7%
APA
1668
Astoria Portfolio Advisors
New York
$1.28M +$535K +1,252 +72%
HWA
1669
HHM Wealth Advisors
Tennessee
$1.27M +$115K +281 +10%
DSAM
1670
Dock Street Asset Management
Florida
$1.27M -$67.2K -164 -5%
PA
1671
Procyon Advisors
Connecticut
$1.27M +$59K +144 +5%
RIA
1672
RPG Investment Advisory
California
$1.27M -$57.3K -140 -4%
CCG
1673
Coastwise Capital Group
California
$1.26M -$77K -188 -6%
AWM
1674
AllSquare Wealth Management
New York
$1.25M -$6.96K -17 -0.6%
BFC
1675
Blue Fin Capital
Rhode Island
$1.25M -$67.6K -165 -5%