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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 %
PAG
1801
Powers Advisory Group
Illinois
$1M
IGGA
1802
Iron Gate Global Advisors
Utah
$999K -$14.3K -35 -1%
AW
1803
Alaethes Wealth
Nevada
$998K +$23.3K +57 +2%
IFO
1804
Independent Family Office
New York
$997K
G
1805
GenTrust
Florida
$996K -$319K -779 -24%
KLCM
1806
KG&L Capital Management
Louisiana
$996K +$345K +843 +53%
WCFA
1807
Walkner Condon Financial Advisors
Wisconsin
$995K -$73.7K -180 -7%
RBC
1808
Romano Brothers & Co
Illinois
$995K -$272K -664 -21%
BCG
1809
Breakwater Capital Group
New Jersey
$994K +$51.9K +123 +6%
TNA
1810
True North Advisors
Texas
$994K +$4.91K +12 +0.5%
SAM
1811
Seelaus Asset Management
New Jersey
$991K -$35.2K -86 -3%
DWM
1812
Drive Wealth Management
Utah
$991K -$44.3K -108 -4%
PBO
1813
Peoples Bank (Ohio)
Ohio
$982K -$170K -415 -15%
LSA
1814
L & S Advisors
California
$980K +$7.37K +18 +0.8%
GFG
1815
Greystone Financial Group
Michigan
$979K +$369K +900 +60%
JAM
1816
JCIC Asset Management
Ontario, Canada
$979K +$14.3K +35 +1%
NCM
1817
Novare Capital Management
North Carolina
$974K +$360K +880 +59%
CTA
1818
Chesley Taft & Associates
Illinois
$973K -$10.2K -25 -1%
LK
1819
Lumbard & Kellner
New Hampshire
$973K -$4.51K -11 -0.5%
CWM
1820
Concentric Wealth Management
California
$969K -$20.5K -50 -2%
SC
1821
Solstein Capital
California
$968K +$968K +2,363 New
MMHP
1822
Murphy Middleton Hinkle & Parker
Georgia
$967K -$18.4K -45 -2%
LAM
1823
Lewis Asset Management
California
$967K +$967K +2,362 New
SC
1824
Syon Capital
California
$966K +$966K +2,360 New
IIC
1825
Ironwood Investment Counsel
Arizona
$965K -$125K -304 -11%