QQQ icon

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 %
AFA
1826
AA Financial Advisors
Ohio
$965K +$965K +2,356 New
CWG
1827
Cornerstone Wealth Group
North Carolina
$964K +$110K +268 +13%
CWC
1828
Carolinas Wealth Consulting
North Carolina
$963K -$19.7K -48 -2%
1WA
1829
180 Wealth Advisors
Washington
$960K -$17.7K -44 -2%
CRC
1830
Curi RMB Capital
Illinois
$959K +$12.7K +31 +1%
AWA
1831
Aaron Wealth Advisors
Illinois
$956K
HWMC
1832
Heritage Wealth Management (California)
California
$955K +$955K +2,332 New
CWM
1833
Chemistry Wealth Management
New York
$951K +$88.5K +216 +10%
JWM
1834
Jeppson Wealth Management
California
$950K +$1.64K +4 +0.2%
ICM
1835
Intrepid Capital Management
Florida
$946K +$70.9K +173 +8%
FIBT
1836
First International Bank & Trust
North Dakota
$946K
LLWM
1837
Life Line Wealth Management
California
$945K +$945K +2,308 New
DFG
1838
Delta Financial Group
New Jersey
$941K -$32.8K -80 -3%
CP
1839
Castleview Partners
Texas
$939K +$640K +1,563 +214%
ACM
1840
Avalon Capital Management
California
$937K +$627K +1,532 +203%
LCWP
1841
Legacy Capital Wealth Partners
Arkansas
$937K -$378K -924 -29%
FTWA
1842
Fifth Third Wealth Advisors
Ohio
$935K +$5.32K +13 +0.6%
CFA
1843
Capstone Financial Advisors
Illinois
$935K +$285K +695 +44%
BFS
1844
Baskin Financial Services
Ontario, Canada
$934K +$22.5K +55 +2%
AWMNH
1845
Arcadia Wealth Management (New Hampshire)
New Hampshire
$930K +$3.28K +8 +0.4%
ACM
1846
Arlington Capital Management
Illinois
$929K +$929K +2,269 New
SSI
1847
Scott & Selber Inc
Texas
$928K
WWP
1848
Walden Wealth Partners
Ohio
$926K +$926K +2,261 New
TPI
1849
Trust Point Inc
Wisconsin
$919K +$919K +2,244 New
PJWM
1850
Philip James Wealth Mangement
Georgia
$918K +$918K +2,242 New