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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 %
LA
1701
Lifeworks Advisors
Michigan
$1.19M -$73.7K -180 -6%
CAMG
1702
CWA Asset Management Group
Florida
$1.19M -$56.1K -137 -5%
FA
1703
Fiduciary Alliance
South Carolina
$1.19M +$6.55K +16 +0.6%
ES
1704
ETF Store
Kansas
$1.19M -$36.4K -89 -3%
LEFP
1705
Leading Edge Financial Planning
Tennessee
$1.19M -$68.4K -167 -5%
RWA
1706
Redmont Wealth Advisors
Illinois
$1.19M +$147K +358 +14%
AI
1707
Arrien Investments
Idaho
$1.19M -$315K -769 -21%
GAB
1708
German American Bancorp
Indiana
$1.18M
PCM
1709
Presidio Capital Management
California
$1.18M +$92.1K +225 +8%
AMBIA
1710
Allen Mooney & Barnes Investment Advisors
Georgia
$1.18M -$9.01K -22 -0.8%
PWP
1711
Pursue Wealth Partners
California
$1.18M -$7.78K -19 -0.7%
PP
1712
Patron Partners
Texas
$1.18M +$77.8K +190 +7%
SIAP
1713
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.17M -$1.64K -4 -0.1%
JRP
1714
Jasper Ridge Partners
California
$1.17M +$409 +1 +0%
CS
1715
Cannell & Spears
New York
$1.17M -$5.32K -13 -0.5%
WH
1716
Willner & Heller
California
$1.16M +$1.16M +2,843 New
NIM
1717
Northeast Investment Management
Massachusetts
$1.16M +$178K +434 +18%
WA1
1718
Wimmer Associates 1
California
$1.16M -$20.5K -50 -2%
CCM
1719
Consolidated Capital Management
California
$1.16M -$587K -1,434 -34%
CFG
1720
CKW Financial Group
Hawaii
$1.16M -$2.05K -5 -0.2%
SMA
1721
Sage Mountain Advisors
Georgia
$1.15M +$442K +1,079 +62%
EFA
1722
Evernest Financial Advisors
Indiana
$1.15M +$1.15M +2,807 New
MHIC
1723
Marble Harbor Investment Counsel
Massachusetts
$1.14M +$205K +500 +22%
MWM
1724
Maripau Wealth Management
Indiana
$1.14M -$453K -1,105 -28%
LRWA
1725
Long Run Wealth Advisors
New York
$1.14M +$290K +709 +34%