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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 %
PFGIA
1951
Patriot Financial Group Insurance Agency
Massachusetts
$775K +$105K +256 +16%
BBI
1952
Baxter Bros Inc
Connecticut
$774K
B
1953
Bridgeworth
Alabama
$772K -$3.28K -8 -0.4%
MCM
1954
Manchester Capital Management
Vermont
$769K -$2.87K -7 -0.4%
CWP
1955
Core Wealth Partners
California
$769K +$63.5K +155 +9%
BW
1956
BIP Wealth
Georgia
$768K -$6.14K -15 -0.8%
BFA
1957
Brendel Financial Advisors
New Hampshire
$767K +$767K +1,874 New
EWM
1958
Elevatus Welath Management
New York
$767K -$32.4K -79 -4%
AUB
1959
Atlantic Union Bankshares
Virginia
$764K +$90.1K +220 +13%
BMCM
1960
Burns Matteson Capital Management
New York
$762K +$256K +625 +51%
BPFA
1961
Barnes Pettey Financial Advisors
Mississippi
$762K +$48.3K +118 +7%
DSC
1962
Duncker Streett & Co
Missouri
$760K
KCPG
1963
Kavar Capital Partners Group
Kansas
$757K +$394K +961 +108%
FSA
1964
Financial Sense Advisors
California
$754K +$111K +271 +17%
PCMU
1965
Paragon Capital Management (Utah)
Utah
$752K -$13.9K -34 -2%
EL
1966
EMFO LLC
Florida
$751K
RA
1967
Rockingstone Advisors
Massachusetts
$751K -$168K -411 -18%
HT
1968
Heritage Trust
Oklahoma
$751K
IA
1969
Inspire Advisors
Idaho
$749K +$749K +1,830 New
GAG
1970
GM Advisory Group
New York
$747K +$72.5K +177 +11%
GP
1971
Girard Partners
Pennsylvania
$746K
CWM
1972
Cahaba Wealth Management
Georgia
$746K
TIM
1973
Total Investment Management
Arizona
$745K -$11.5K -28 -2%
SPG
1974
Strategic Planning Group
Utah
$743K +$743K +1,815 New
WC
1975
Whitney & Co
New York
$740K +$15.2K +37 +2%