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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 %
EW
1851
Element Wealth
Mississippi
$917K +$460K +1,122 +101%
SF
1852
Safeguard Financial
Wisconsin
$913K -$75.4K -184 -8%
W
1853
Wealthquest
Ohio
$911K
CSIC
1854
Clifford Swan Investment Counsel
California
$909K
NIC
1855
Northwest Investment Counselors
Oregon
$908K
HW
1856
Hamilton Wealth
California
$907K +$907K +2,215 New
FPGT
1857
Financial Partners Group (Tennessee)
Tennessee
$907K -$31.5K -77 -3%
FAM
1858
Formidable Asset Management
Ohio
$906K +$154K +377 +21%
FMTC
1859
Farmers & Merchants Trust Company
California
$903K +$385K +940 +74%
TCPG
1860
Trivant Custom Portfolio Group
California
$901K +$797K +1,946 +763%
FW
1861
FirstPurpose Wealth
Utah
$901K -$127K -310 -12%
RDWM
1862
Red Door Wealth Management
Tennessee
$900K +$205K +500 +29%
TI
1863
Truepoint Inc
Ohio
$899K -$531K -1,297 -37%
IDA
1864
Intelligence Driven Advisers
California
$898K -$33.8K -81 -4%
CTA
1865
Camelot Technology Advisors
California
$897K +$897K +2,190 New
MA
1866
Montag & Associates
Georgia
$896K +$150K +366 +20%
WIA
1867
Wetzel Investment Advisors
Indiana
$895K +$895K +2,186 New
CAG
1868
Compass Advisory Group
New York
$893K +$25.8K +63 +3%
PCM
1869
Pennsylvania Capital Management
Pennsylvania
$888K
IWA
1870
Inspirion Wealth Advisors
Illinois
$886K -$403 -1 -0%
OCM
1871
Oribel Capital Management
New York
$880K +$461K +1,125 +110%
RBC
1872
Roble Belko & Company
Pennsylvania
$879K +$11.1K +27 +1%
ONB
1873
Old National Bancorp
Indiana
$876K +$102K +249 +13%
PRI
1874
Prepared Retirement Institute
Pennsylvania
$873K +$873K +2,132 New
RA
1875
Rise Advisors
New York
$871K +$11.5K +28 +1%