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Invesco QQQ Trust
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Overview Fund Activity

3,028 hedge funds and large institutions have $103B invested in Invesco QQQ Trust in 2024 Q3 according to their latest regulatory filings, with 229 funds opening new positions, 1,281 increasing their positions, 1,098 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,028
Holders Change
+87
Holders Change %
+2.96%
% of All Funds
43.8%
Holding in Top 10
631
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-3.52%
% of All Funds
9.13%
New
229
Increased
1,281
Reduced
1,098
Closed
100
Calls
$115B
Puts
$225B
Net Calls
-$110B
Net Calls Change
-$24.4B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$921M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$794M
3
HCM
Howard Capital Management
Georgia
+$502M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$455M
5
KAM
Kensington Asset Management
Texas
+$323M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.6B
2
Citadel Advisors
Citadel Advisors
Florida
-$1.47B
3
SFC
Strategic Financial Concepts
Texas
-$1.35B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$863M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$788M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
1751
Heritage Wealth Advisors
Virginia
$1.5M +$654K +1,339 +77%
MCM
1752
Manchester Capital Management
Vermont
$1.5M +$18.1K +37 +1%
VC
1753
Veery Capital
Delaware
$1.49M +$25.9K +53 +2%
CCG
1754
Coastwise Capital Group
California
$1.49M +$306K +627 +26%
YWS
1755
Yarger Wealth Strategies
Ohio
$1.49M +$320K +655 +27%
RIA
1756
RPG Investment Advisory
California
$1.49M -$3.91K -8 -0.3%
4WM
1757
49 Wealth Management
Texas
$1.49M -$221K -453 -13%
VPA
1758
Vernal Point Advisors
California
$1.48M – – –
NB
1759
Nicolet Bankshares
Wisconsin
$1.48M – – –
HCM
1760
Howland Capital Management
Massachusetts
$1.48M -$204K -417 -12%
GFPC
1761
Global Financial Private Client
Florida
$1.48M -$95.2K -195 -6%
MA
1762
Mezzasalma Advisors
New Jersey
$1.48M -$25.4K -52 -2%
TP
1763
Tranquility Partners
Tennessee
$1.48M +$3.91K +8 +0.3%
FSA
1764
Financial Sense Advisors
California
$1.47M +$617K +1,265 +72%
Kayne Anderson Rudnick Investment Management
1765
Kayne Anderson Rudnick Investment Management
California
$1.47M -$34.2K -70 -2%
FP
1766
Financial Perspectives
Minnesota
$1.46M -$10.7K -22 -0.7%
WP
1767
Wealthspan Partners
Iowa
$1.46M +$27.3K +56 +2%
TWM
1768
TCFG Wealth Management
California
$1.46M +$1.46M +2,994 New
BL
1769
Balentine LLC
Georgia
$1.46M – – –
PWP
1770
Perfromance Wealth Partners
Illinois
$1.46M -$137K -281 -9%
IIM
1771
Ipswich Investment Management
Massachusetts
$1.46M -$7.32K -15 -0.5%
HVIA
1772
Hudson Valley Investment Advisors
New York
$1.46M -$518K -1,061 -26%
SIC
1773
Shoker Investment Counsel
Ohio
$1.46M +$1.95K +4 +0.1%
WFA
1774
Wade Financial Advisory
California
$1.46M – – –
CWP
1775
Curated Wealth Partners
California
$1.46M -$9.76K -20 -0.7%
69 70
71
72 73