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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 %
AWM
1751
Angeles Wealth Management
California
$1.1M
GLA
1752
Great Lakes Advisors
Illinois
$1.1M -$121K -295 -10%
BFA
1753
Beacon Financial Advisory
Ohio
$1.09M -$20.9K -51 -2%
BSHC
1754
Breed's Hill Capital
Massachusetts
$1.09M +$1.09M +2,669 New
PCM
1755
Passive Capital Management
Maryland
$1.09M -$50.4K -123 -4%
BOSSRA
1756
B.O.S.S. Retirement Advisors
Utah
$1.09M -$428K -1,046 -28%
CIS
1757
Custom Index Systems
New York
$1.09M +$1.09M +2,659 New
AO
1758
Advisor OS
Illinois
$1.09M +$1.09M +2,657 New
RIL
1759
Rothschild Investment LLC
Illinois
$1.09M -$556K -1,358 -34%
GWMR
1760
GC Wealth Management RIA
Massachusetts
$1.09M +$1.09M +2,650 New
KC
1761
Kades & Cheifetz
Pennsylvania
$1.08M +$252K +615 +30%
ISL
1762
Ingalls & Snyder LLC
New York
$1.08M -$63.9K -156 -6%
ACM
1763
Armbruster Capital Management
New York
$1.08M -$410 -1 -0%
MLFP
1764
MPS Loria Financial Planners
Illinois
$1.08M +$128K +312 +13%
SCM
1765
Sheridan Capital Management
California
$1.08M +$1.08M +2,634 New
FFC
1766
First Financial Corp
Indiana
$1.08M +$6.55K +16 +0.6%
ODG
1767
O'Dell Group
Ohio
$1.08M +$409 +1 +0%
SL
1768
Salomon & Ludwin
Virginia
$1.07M
BBA
1769
BLB&B Advisors
Pennsylvania
$1.07M +$221K +540 +26%
PMFA
1770
Plante Moran Financial Advisors
Michigan
$1.07M +$164K +400 +18%
APW
1771
Austin Private Wealth
Texas
$1.07M +$3.28K +8 +0.3%
PCS
1772
Private Client Services
Kentucky
$1.06M +$1.06M +2,601 New
NPPM
1773
North Point Portfolio Managers
Ohio
$1.06M
LWM
1774
Liberty Wealth Management
California
$1.06M +$71.2K +174 +7%
DI
1775
Disciplined Investments
Oklahoma
$1.06M -$942K -2,300 -47%