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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 %
IIM
1676
Ipswich Investment Management
Massachusetts
$1.25M -$285K -695 -19%
GFP
1677
Gryphon Financial Partners
Ohio
$1.25M +$289K +706 +30%
ISB
1678
Iowa State Bank
Iowa
$1.25M -$5.73K -14 -0.5%
SAG
1679
Spotlight Asset Group
Illinois
$1.25M
VPA
1680
Vernal Point Advisors
California
$1.24M +$1.24M +3,035 New
AT
1681
Arlington Trust
Alabama
$1.24M +$1.24M +3,036 New
LMKC
1682
L.M. Kohn & Company
Ohio
$1.23M -$67.2K -164 -5%
P8IP
1683
Pier 88 Investment Partners
California
$1.23M -$2.33M -5,700 -66%
HPC
1684
HM Payson & Co
Maine
$1.23M
PFG
1685
Prosperity Financial Group
California
$1.23M -$482K -1,177 -28%
FIC
1686
Family Investment Center
Missouri
$1.22M +$822K +2,007 +204%
SIC
1687
Shoker Investment Counsel
Ohio
$1.22M -$12.7K -31 -1%
WFA
1688
Wade Financial Advisory
California
$1.22M
FAT
1689
First American Trust
California
$1.22M -$591K -1,443 -33%
FFO
1690
Fiduciary Family Office
Florida
$1.22M +$1.22M +2,982 New
PNAA
1691
Pictet North America Advisors
Switzerland
$1.22M +$205K +500 +20%
SCA
1692
Sage Capital Advisors
South Dakota
$1.22M -$10.2K -25 -0.8%
VC
1693
Veery Capital
Delaware
$1.22M +$5.32K +13 +0.4%
NCM
1694
NCM Capital Management
New Jersey
$1.22M +$53.2K +130 +5%
KFA
1695
Kapstone Financial Advisors
Ohio
$1.21M -$26.4K -62 -2%
CC
1696
Chicago Capital
Illinois
$1.21M +$115K +281 +11%
PCM
1697
Parsons Capital Management
Rhode Island
$1.2M
OWMIAS
1698
One Wealth Management Investment & Advisory Services
Florida
$1.2M +$1.2M +2,937 New
WAM
1699
Worth Asset Management
Texas
$1.2M -$13.2M -32,301 -92%
SAM
1700
Secure Asset Management
Michigan
$1.19M +$51.2K +125 +4%