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Invesco QQQ Trust
QQQ

Overview Fund Activity

2,824 hedge funds and large institutions have $101B invested in Invesco QQQ Trust in 2023 Q4 according to their latest regulatory filings, with 449 funds opening new positions, 1,169 increasing their positions, 879 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,824
Holders Change
+306
Holders Change %
+12.15%
% of All Funds
41.4%
Holding in Top 10
634
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+15.69%
% of All Funds
9.29%
New
449
Increased
1,169
Reduced
879
Closed
101
Calls
$120B
Puts
$218B
Net Calls
-$97.3B
Net Calls Change
+$2.18B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$17.2B
2
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$1.18B
3
RCM
Rokos Capital Management
United Kingdom
$752M
4
Squarepoint
Squarepoint
New York
$368M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$362M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.49B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.16B
3
Jane Street
Jane Street
New York
$1.79B
4
Optiver Holding
Optiver Holding
Netherlands
$0
5
Citigroup
Citigroup
New York
$508M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
151
Perigon Wealth Management
California
$72.3M +$19.7M +48,218 +38%
GW
152
GW & Wade
Massachusetts
$72.1M +$3.52M +8,588 +5%
CWM
153
Campbell Wealth Management
Virginia
$71.1M +$329K +804 +0.5%
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$71.1M -$641K -1,565 -0.9%
MAMU
155
Myriad Asset Management US
Florida
$69.8M +$69.8M +170,200 New
BPA
156
Beacon Pointe Advisors
California
$69.7M +$14.3M +34,976 +26%
Toronto Dominion Bank
157
Toronto Dominion Bank
Ontario, Canada
$69.4M -$90.3M -220,455 -57%
CAM
158
Cresset Asset Management
Illinois
$68.9M -$697K -1,702 -1%
PA
159
Pinnacle Associates
New York
$68M -$1.21M -2,944 -2%
Allianz Asset Management
160
Allianz Asset Management
Germany
$67.6M +$24.2M +59,000 +56%
DAS
161
Dynamic Advisor Solutions
Arizona
$67M +$887K +2,236 +1%
NHC
162
Nicholas Hoffman & Company
Georgia
$66.5M -$16M -39,115 -19%
PAI
163
Pittenger & Anderson Inc
Nebraska
$66.3M -$394K -961 -0.6%
CF
164
Centaurus Financial
California
$66.1M +$18.8M +45,919 +40%
RA
165
Rational Advisors
New York
$66M -$9.16M -22,360 -12%
UFF
166
USA Financial Formulas
Michigan
$65.9M +$65.6M +160,208 +25,757%
FRA
167
Frank Rimerman Advisors
California
$65.6M -$129K -316 -0.2%
MWM
168
Meridian Wealth Management
Kentucky
$64.9M +$10.9M +26,721 +20%
Walleye Trading
169
Walleye Trading
New York
$64.2M +$64.2M +156,833 New
Daiwa Securities Group
170
Daiwa Securities Group
Japan
$64.1M +$3.59M +8,758 +6%
SVCP
171
Silicon Valley Capital Partners
California
$62.5M -$2.67M -6,523 -4%
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.3M -$2.58M -6,312 -4%
Lido Advisors
173
Lido Advisors
California
$61.2M +$19.5M +47,698 +47%
WFAG
174
Wescott Financial Advisory Group
Pennsylvania
$60.7M +$7.76M +18,953 +15%
AF
175
Allworth Financial
California
$60.4M +$4.55M +11,106 +8%
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