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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 %
CFS
1651
Coordinated Financial Services
Colorado
$2.33M +$2.33M +4,550 New
WP
1652
WMS Partners
Maryland
$2.32M -$30.2K -59 -1%
IWP
1653
Innova Wealth Partners
Pennsylvania
$2.32M +$1.09M +2,141 +90%
TS
1654
Triglav Skladi
Slovenia
$2.32M +$2.32M +4,529 New
CCAM
1655
Cascades Capital Asset Management
North Carolina
$2.31M +$148K +290 +7%
ANBT
1656
American National Bank & Trust
Texas
$2.31M -$232K -454 -9%
BC
1657
Burney Company
Virginia
$2.31M -$52.7K -103 -2%
VFG
1658
Victory Financial Group
Texas
$2.31M +$2.31M +4,517 New
MAM
1659
Milestone Asset Management
Pennsylvania
$2.3M +$650K +1,272 +39%
CGPCS
1660
Capital Group Private Client Services
California
$2.3M -$464K -907 -17%
VW
1661
Veridan Wealth
Oregon
$2.3M +$2.3M +4,435 New
EFA
1662
Edge Financial Advisors
Illinois
$2.28M -$40.9K -80 -2%
WWM
1663
WT Wealth Management
Arizona
$2.28M +$285K +558 +14%
MCM
1664
Morton Capital Management
California
$2.27M +$3.07K +6 +0.1%
TW
1665
TrinityPoint Wealth
Connecticut
$2.26M -$17.9K -35 -0.8%
WFA
1666
WMG Financial Advisors
Tennessee
$2.26M +$169K +330 +8%
AI
1667
Accredited Investors
Minnesota
$2.25M +$324K +634 +17%
PMG
1668
ProVise Management Group
Florida
$2.24M -$2.53M -4,948 -53%
PFA
1669
Pathway Financial Advisors
Vermont
$2.24M
AA
1670
Aire Advisors
California
$2.24M +$141K +276 +7%
LWM
1671
Lionshead Wealth Management
New York
$2.24M +$2.24M +4,374 New
MAWA
1672
Moss Adams Wealth Advisors
Washington
$2.24M -$2.05K -4 -0.1%
IP
1673
Ignite Planners
California
$2.24M +$86.6K +167 +4%
HFAS
1674
Hummer Financial Advisory Services
Illinois
$2.23M
BOM
1675
Bank of Marin
California
$2.22M -$17.4K -34 -0.8%