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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 %
SIA
1726
Schechter Investment Advisors
Michigan
$1.14M
TFG
1727
Taylor Financial Group
Virginia
$1.14M +$1.14M +2,780 New
W
1728
WorthPointe
California
$1.14M +$868K +2,119 +324%
CWM
1729
Centurion Wealth Management
Virginia
$1.13M +$1.13M +2,766 New
AFO
1730
Allie Family Office
Florida
$1.13M -$341K -946 -23%
CIA
1731
Cape Investment Advisory
Georgia
$1.13M -$682K -1,665 -38%
WP
1732
Wealthspan Partners
Iowa
$1.13M
FWP
1733
FAS Wealth Partners
Kansas
$1.12M -$407K -994 -27%
FVCM
1734
F&V Capital Management
Florida
$1.12M -$20.5K -50 -2%
BWP
1735
BSW Wealth Partners
Colorado
$1.12M -$6.55K -16 -0.6%
WCWM
1736
Wooster Corthell Wealth Management
Connecticut
$1.11M
BWM
1737
Baron Wealth Management
Michigan
$1.11M +$3.28K +8 +0.3%
WA
1738
WESPAC Advisors
California
$1.11M +$7.37K +18 +0.7%
FCFC
1739
First Citizens Financial Corp
Iowa
$1.11M -$6.96K -17 -0.6%
WDL
1740
Well Done LLC
Michigan
$1.11M -$16K -39 -1%
CCM
1741
Carlson Capital Management
Minnesota
$1.11M +$244K +597 +28%
AP
1742
Appleton Partners
Massachusetts
$1.1M +$28.7K +70 +3%
OPCM
1743
Osborne Partners Capital Management
California
$1.1M -$8.6K -21 -0.8%
WA
1744
Wealth Architects
California
$1.1M -$10.2K -25 -0.9%
RPWA
1745
Regent Peak Wealth Advisors
Georgia
$1.1M -$6.14K -15 -0.6%
PCA
1746
Private Capital Advisors
Connecticut
$1.1M -$44.6K -109 -4%
CA
1747
Cambridge Advisors
Nebraska
$1.1M
P
1748
&Partners
Tennessee
$1.1M +$799K +2,047 +266%
WAM
1749
WFA Asset Management
Wisconsin
$1.1M +$262K +641 +31%
TFA
1750
Teamwork Financial Advisors
Texas
$1.1M -$932K -2,275 -46%