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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 %
AWMG
1926
Alliance Wealth Management Group
New Jersey
$805K +$805K +1,965 New
MMG
1927
Monetary Management Group
Missouri
$799K
GWA
1928
Geometric Wealth Advisors
District of Columbia
$797K +$1.64K +4 +0.2%
ME
1929
McIlrath & Eck
Washington
$794K -$6.96K -17 -0.9%
HCM
1930
Hengehold Capital Management
Ohio
$793K +$819 +2 +0.1%
EA
1931
Eudaimonia Advisors
Tennessee
$792K -$171K -417 -18%
BTI
1932
Blue Trust Inc
Georgia
$791K +$109K +303 +16%
CPA
1933
Capital Performance Advisors
California
$790K +$790K +1,929 New
GWM
1934
GDS Wealth Management
Texas
$790K +$790K +1,928 New
RA
1935
Ruggaard & Associates
Ohio
$788K +$20.5K +50 +3%
WC
1936
Westhampton Capital
North Carolina
$788K
MAM
1937
MMA Asset Management
Pennsylvania
$787K -$50K -122 -6%
BAM
1938
Berkshire Asset Management
Pennsylvania
$786K
CWP
1939
Concord Wealth Partners
Virginia
$784K -$36K -88 -4%
CC
1940
Cadinha & Co
Hawaii
$783K
FWM
1941
FMB Wealth Management
California
$782K
EL
1942
Envoi LLC
Minnesota
$781K
BIP
1943
Blue Investment Partners
California
$781K -$410 -1 -0.1%
MIC
1944
Means Investment Company
Maine
$780K +$56.9K +139 +8%
AIM
1945
AMI Investment Management
Indiana
$779K
IWS
1946
Integrity Wealth Solutions
Colorado
$778K +$778K +1,900 New
SN
1947
Sittner & Nelson
Oregon
$778K
WP
1948
WealthShield Partners
North Carolina
$777K -$161K -392 -17%
MCM
1949
Maple Capital Management
Vermont
$777K -$24.6K -60 -3%
SA
1950
Scarborough Advisors
Maryland
$777K +$214K +523 +38%