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Invesco QQQ Trust

2,887 hedge funds and large institutions have $104B invested in Invesco QQQ Trust in 2024 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 1,240 increasing their positions, 1,045 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+62
Holders Change %
+2.19%
% of All Funds
41.85%
Holding in Top 10
642
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.26%
% of All Funds
9.31%
New
232
Increased
1,240
Reduced
1,045
Closed
127
Calls
$121B
Puts
$225B
Net Calls
-$104B
Net Calls Change
-$6.98B
Name Holding Trade Value Shares
Change
Shares
Change %
FA
1901
Fountainhead AM
New Jersey
$945K +$67.9K +153 +8%
DCM
1902
DGS Capital Management
New Jersey
$944K +$944K +2,127 New
SCG
1903
Sonata Capital Group
Washington
$944K +$49.3K +111 +6%
LK
1904
Lumbard & Kellner
New Hampshire
$939K -$115K -260 -11%
BFA
1905
Beacon Financial Advisory
Ohio
$939K -$247K -556 -21%
TF
1906
Tompkins Financial
New York
$939K -$2.22K -5 -0.2%
PJWM
1907
Philip James Wealth Mangement
Georgia
$937K -$58.2K -131 -6%
HWM
1908
Howard Wealth Management
Connecticut
$936K -$4.44K -10 -0.5%
RA
1909
Rise Advisors
New York
$935K -$8.88K -20 -0.9%
NG
1910
Northstar Group
New York
$935K
FFA
1911
Fragasso Financial Advisors
Pennsylvania
$933K +$6.66K +15 +0.7%
HG
1912
Harbor Group
New Hampshire
$931K +$444 +1 +0%
PCM
1913
Piedmont Capital Management
Montana
$926K +$13.3K +30 +1%
MCM
1914
Maple Capital Management
Vermont
$926K +$83.5K +188 +10%
MIM
1915
Miller Investment Management
Pennsylvania
$925K
RCM
1916
RB Capital Management
Nevada
$925K -$1.33K -3 -0.1%
DAM
1917
Deltec Asset Management
New York
$924K +$229K +515 +33%
SFG
1918
Sterling Financial Group
California
$923K
PP
1919
Patron Partners
Texas
$923K -$353K -794 -28%
VCM
1920
Viewpoint Capital Management
Washington
$921K -$194K -437 -17%
EA
1921
Eudaimonia Advisors
Tennessee
$916K +$58.2K +131 +7%
TWP
1922
TFO Wealth Partners
Ohio
$916K
RCM
1923
Richardson Capital Management
Wisconsin
$916K +$892K +2,010 +3,792%
FIM
1924
Freedom Investment Management
Connecticut
$915K +$472K +1,063 +107%
MF
1925
Manchester Financial
California
$914K +$2.22K +5 +0.2%