QQQ icon

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
1926
Financial Advisors
Massachusetts
$913K
GFWA
1927
Grey Fox Wealth Advisors
Delaware
$912K +$645K +1,451 +241%
CWP
1928
Core Wealth Partners
California
$911K +$78.1K +176 +9%
CWM
1929
Cahaba Wealth Management
Georgia
$908K +$99K +223 +12%
IF
1930
Intrua Financial
Texas
$906K -$7M -15,775 -89%
HCM
1931
Hengehold Capital Management
Ohio
$901K +$40.9K +92 +5%
IBOK
1932
Independence Bank of Kentucky
Kentucky
$901K +$286K +644 +46%
1CP
1933
17 Capital Partners
Arizona
$900K -$7.55K -17 -0.8%
IAS
1934
IMA Advisory Services
Colorado
$899K -$1.33K -3 -0.1%
AIP
1935
Almanack Investment Partners
Pennsylvania
$893K -$205K -462 -19%
FW
1936
FirstPurpose Wealth
Utah
$891K -$73.6K -168 -8%
TCPG
1937
Trivant Custom Portfolio Group
California
$890K -$87K -196 -9%
RCA
1938
Ranch Capital Advisors
Florida
$889K +$7.55K +17 +0.9%
WIA
1939
Wetzel Investment Advisors
Indiana
$887K -$39K -92 -4%
IF
1940
IRON Financial
Illinois
$884K
TWM
1941
Tanager Wealth Management
United Kingdom
$882K
FB
1942
Fulton Bank
Pennsylvania
$881K
MRWM
1943
ML&R Wealth Management
Texas
$881K +$444K +1,000 +102%
FC
1944
Forte Capital
New York
$879K -$2.22K -5 -0.3%
BCM
1945
BluePath Capital Management
Georgia
$877K +$101K +228 +13%
PPWM
1946
Paragon Private Wealth Management
Kentucky
$873K +$248K +559 +40%
AWMG
1947
Alliance Wealth Management Group
New Jersey
$872K
TCM
1948
Towercrest Capital Management
Pennsylvania
$872K
PCMF
1949
Private Capital Management (Florida)
Florida
$871K -$55.5K -125 -6%
LC
1950
LCNB Corp
Ohio
$870K +$85.7K +193 +11%