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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 %
KFA
1651
Kapstone Financial Advisors
Ohio
$1.53M +$266K +600 +21%
BWM
1652
BNC Wealth Management
Oregon
$1.53M -$2.46M -5,541 -62%
FIC
1653
Family Investment Center
Missouri
$1.52M +$196K +441 +15%
DSAM
1654
Dock Street Asset Management
Florida
$1.52M +$139K +313 +10%
GIA
1655
Guyasuta Investment Advisors
Pennsylvania
$1.52M
SAG
1656
Spotlight Asset Group
Illinois
$1.51M -$33.3K -75 -2%
SC
1657
Sierra Capital
Florida
$1.51M
CCM
1658
Chilton Capital Management
Texas
$1.5M +$1.78K +4 +0.1%
WWC
1659
Waypoint Wealth Counsel
Georgia
$1.5M +$16.9K +38 +1%
FPCG
1660
Fort Pitt Capital Group
Pennsylvania
$1.5M -$57.7K -130 -4%
AC
1661
Apella Capital
Connecticut
$1.5M +$26.5K +60 +2%
CG
1662
CFO4Life Group
Texas
$1.5M -$58.6K -132 -4%
MAM
1663
Milestone Asset Management
Pennsylvania
$1.49M +$1.07M +2,409 +256%
MFG
1664
Mosaic Financial Group
Illinois
$1.48M +$1.48M +3,336 New
FCFC
1665
First Commonwealth Financial Corp
Pennsylvania
$1.47M
WSC
1666
Wellington Shields & Co
New York
$1.47M +$358K +806 +32%
AAS
1667
Annex Advisory Services
Wisconsin
$1.47M -$167K -376 -10%
MM
1668
Meridian Management
Arkansas
$1.46M
TW
1669
TrinityPoint Wealth
Connecticut
$1.46M +$3.11K +7 +0.2%
FVCM
1670
F&V Capital Management
Florida
$1.45M +$237K +533 +19%
PWP
1671
Perfromance Wealth Partners
Illinois
$1.45M +$4.88K +11 +0.3%
WMWM
1672
Whitaker-Myers Wealth Managers
Ohio
$1.45M -$204K -459 -12%
CRI
1673
Colonial River Investments
Virginia
$1.45M -$429K -966 -23%
AWM
1674
Abound Wealth Management
Tennessee
$1.45M -$48K -108 -3%
WN
1675
Williams & Novak
California
$1.45M