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Invesco QQQ Trust

2,824 hedge funds and large institutions have $101B invested in Invesco QQQ Trust in 2023 Q4 according to their latest regulatory filings, with 449 funds opening new positions, 1,169 increasing their positions, 879 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,824
Holders Change
+306
Holders Change %
+12.15%
% of All Funds
41.4%
Holding in Top 10
634
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+15.69%
% of All Funds
9.29%
New
449
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 %
WWM
176
Western Wealth Management
Colorado
$60.4M +$2.75M +6,709 +5%
CCPM
177
Cooper Creek Partners Management
New York
$59.9M +$59.9M +146,297 New
ASN
178
Advisory Services Network
Georgia
$59.5M +$6.41M +15,647 +12%
FIA
179
Foundations Investment Advisors
Arizona
$59.3M +$20M +47,468 +51%
EDRH
180
Edmond de Rothschild Holding
Switzerland
$58.8M -$307K -749 -0.5%
OCM
181
One Capital Management
California
$58.3M -$3.02M -7,367 -5%
PFS
182
Prospera Financial Services
Texas
$58.1M +$9M +21,980 +18%
OC
183
Oppenheimer & Co
New York
$57.5M +$4.42M +10,790 +8%
TRCT
184
Tower Research Capital (TRC)
New York
$57.4M +$36.3M +88,733 +172%
YC
185
Yarbrough Capital
Tennessee
$57.3M -$385K -940 -0.7%
DADC
186
D.A. Davidson & Co
Montana
$57.1M +$5.87M +14,332 +11%
SFS
187
Sowell Financial Services
Arkansas
$56.3M +$3.29M +8,036 +6%
CT
188
Clearstead Trust
Maine
$56.2M +$3.08M +7,527 +6%
IWC
189
Integrated Wealth Concepts
Massachusetts
$55.8M +$8.34M +20,377 +18%
FFW
190
Fusion Family Wealth
New York
$55.6M -$7.95M -19,404 -13%
AFA
191
American Financial Advisors
Georgia
$55.5M -$1.39M -3,392 -2%
M&T Bank
192
M&T Bank
New York
$54.9M -$3.44M -8,398 -6%
CIBC Asset Management
193
CIBC Asset Management
Ontario, Canada
$54.4M +$1.13M +2,766 +2%
OCBCO
194
Oversea-Chinese Banking Corp (OCBC)
Singapore
$54.2M +$837K +2,043 +2%
WANY
195
Wealthspire Advisors (New York)
New York
$53.8M +$44.9M +109,760 +506%
AWM
196
Apollon Wealth Management
South Carolina
$53.6M +$14.1M +34,478 +36%
AAS
197
Ameritas Advisory Services
Nebraska
$53.2M +$6.24M +14,641 +13%
NFC
198
Northeast Financial Consultants
Connecticut
$52.8M +$4M +9,777 +8%
ASRS
199
Arizona State Retirement System
Arizona
$52.5M +$52.5M +128,268 New
MM
200
Main Management
California
$51.9M -$22.2M -54,218 -30%