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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 %
1CP
1901
17 Capital Partners
Arizona
$837K +$837K +2,043 New
FFWM
1902
Future Financial Wealth Management
Ohio
$834K +$133K +325 +19%
WA
1903
Waddell & Associates
Tennessee
$834K -$754K -1,841 -47%
IAS
1904
IMA Advisory Services
Colorado
$830K +$35.6K +87 +4%
Kayne Anderson Rudnick Investment Management
1905
Kayne Anderson Rudnick Investment Management
California
$830K -$78.2K -191 -9%
TIM
1906
Tortoise Investment Management
New York
$828K
IPWA
1907
International Private Wealth Advisors
California
$828K +$828K +2,021 New
SCG
1908
Sonata Capital Group
Washington
$826K
CWM
1909
CIBC World Markets
New York
$826K +$8.19K +20 +1%
CST
1910
Charles Schwab Trust
Nevada
$822K
DAL
1911
Delta Accumulation LLC
California
$817K +$1.11K +3 +0.1%
RT
1912
Rockland Trust
Massachusetts
$815K -$135K -330 -14%
IF
1913
IRON Financial
Illinois
$815K -$111K -271 -12%
BAG
1914
Bridgewealth Advisory Group
California
$814K -$41K -100 -5%
CTB
1915
Country Trust Bank
Illinois
$813K -$51.2K -125 -6%
FC
1916
Forte Capital
New York
$813K -$144K -351 -15%
TWM
1917
Tanager Wealth Management
United Kingdom
$813K +$197K +480 +32%
RCA
1918
Ranch Capital Advisors
Florida
$813K -$41.4K -101 -5%
FB
1919
Fulton Bank
Pennsylvania
$812K +$96.2K +235 +13%
FA
1920
Fountainhead AM
New Jersey
$809K +$88.9K +217 +12%
IC
1921
Inscription Capital
Texas
$808K +$52K +127 +7%
PWC
1922
PYA Waltman Capital
Tennessee
$807K +$2.05K +5 +0.3%
WAM
1923
Weatherly Asset Management
California
$807K
GDP
1924
Great Diamond Partners
Maine
$805K +$17.2K +42 +2%
TCM
1925
Towercrest Capital Management
Pennsylvania
$805K -$1.68M -4,115 -68%