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Invesco QQQ Trust
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Overview Fund Activity

3,028 hedge funds and large institutions have $103B invested in Invesco QQQ Trust in 2024 Q3 according to their latest regulatory filings, with 229 funds opening new positions, 1,281 increasing their positions, 1,098 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,028
Holders Change
+87
Holders Change %
+2.96%
% of All Funds
43.8%
Holding in Top 10
631
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-3.52%
% of All Funds
9.13%
New
229
Increased
1,281
Reduced
1,098
Closed
100
Calls
$115B
Puts
$225B
Net Calls
-$110B
Net Calls Change
-$24.4B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$921M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$794M
3
HCM
Howard Capital Management
Georgia
+$502M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$455M
5
KAM
Kensington Asset Management
Texas
+$323M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.6B
2
Citadel Advisors
Citadel Advisors
Florida
-$1.47B
3
SFC
Strategic Financial Concepts
Texas
-$1.35B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$863M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$788M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAG
1951
Bridgewealth Advisory Group
California
$1.05M +$178K +364 +20%
RBC
1952
Roble Belko & Company
Pennsylvania
$1.05M – – –
CSWM
1953
Cassady Schiller Wealth Management
Ohio
$1.05M -$488 -1 -0%
RA
1954
Ruggaard & Associates
Ohio
$1.05M – – –
DWG
1955
Darden Wealth Group
Michigan
$1.04M +$20K +41 +2%
OHIS
1956
Oak Harvest Investment Services
Texas
$1.04M -$2.93K -6 -0.3%
VPIM
1957
Vanguard Personalized Indexing Management
California
$1.04M +$314K +643 +43%
GI
1958
Gradient Investments
Minnesota
$1.04M -$175K -359 -14%
RA
1959
Rise Advisors
New York
$1.04M +$3.42K +7 +0.3%
MMHP
1960
Murphy Middleton Hinkle & Parker
Georgia
$1.04M – – –
RCM
1961
Richardson Capital Management
Wisconsin
$1.04M -$15.1K -31 -1%
CWP
1962
Core Wealth Partners
California
$1.04M -$86.4K -177 -8%
TCPG
1963
Trivant Custom Portfolio Group
California
$1.03M +$36.6K +75 +4%
FPGT
1964
Financial Partners Group (Tennessee)
Tennessee
$1.03M -$168K -345 -14%
LK
1965
Lumbard & Kellner
New Hampshire
$1.03M – – –
RWA
1966
Redmont Wealth Advisors
Illinois
$1.03M -$16.6K -34 -2%
SAM
1967
S.A. Mason
Michigan
$1.03M +$122K +250 +13%
SPWM
1968
Schrum Private Wealth Management
Florida
$1.03M +$472K +968 +85%
SN
1969
Sittner & Nelson
Oregon
$1.03M – – –
FFA
1970
Fragasso Financial Advisors
Pennsylvania
$1.03M +$20K +41 +2%
SSI
1971
Scott & Selber Inc
Texas
$1.03M -$48.8K -100 -5%
RCM
1972
RB Capital Management
Nevada
$1.02M +$98.6K +202 +11%
AWM
1973
Angeles Wealth Management
California
$1.02M +$244K +500 +31%
SCA
1974
Stonebridge Capital Advisors
Minnesota
$1.02M +$508K +1,041 +99%
BIAS
1975
Beacon Investment Advisory Services
New Jersey
$1.02M +$10.7K +22 +1%
77 78
79
80 81