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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 %
MIM
1976
Merrion Investment Management
New Jersey
$740K
CCG
1977
Catalina Capital Group
California
$737K +$737K +1,800 New
SA
1978
Sunesis Advisors
Kansas
$737K
BWP
1979
Baldwin Wealth Partners
Massachusetts
$737K +$134K +327 +22%
WWM
1980
Wolff Wiese Magana
California
$737K -$109K -265 -13%
IIA
1981
ICW Investment Advisors
Arizona
$735K +$2.87K +7 +0.4%
JFGIW
1982
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$733K +$164K +400 +29%
FG
1983
Fiduciary Group
Georgia
$732K +$151K +368 +26%
AWA
1984
Acorn Wealth Advisors
Michigan
$732K +$49.5K +121 +7%
RCG
1985
Regatta Capital Group
California
$729K +$89.3K +218 +14%
HWM
1986
HRC Wealth Management
Idaho
$729K +$729K +1,780 New
PFM
1987
Peak Financial Management
Massachusetts
$729K +$73.7K +180 +11%
HVP
1988
Hudson Value Partners
Florida
$729K +$231K +563 +46%
EIA
1989
Eastover Investment Advisors
North Carolina
$728K
MFP
1990
Meridian Financial Partners
Virginia
$728K -$10.3K -25 -1%
FGAM
1991
Financial Gravity Asset Management
Texas
$727K +$727K +1,776 New
AFC
1992
AFT Forsyth & Company
Florida
$725K +$39.3K +96 +6%
LC
1993
LCNB Corp
Ohio
$724K
WDG
1994
Wealth Dimensions Group
Ohio
$723K +$37.7K +92 +5%
JSC
1995
Jackson Square Capital
California
$722K +$23.3K +57 +3%
FCAS
1996
First Command Advisory Services
Texas
$720K +$54.9K +138 +8%
KFI
1997
Key Financial Inc
Pennsylvania
$718K -$58.2K -142 -7%
SC
1998
Saiph Capital
New Jersey
$717K -$60.6K -148 -8%
VC
1999
Veracity Capital
Georgia
$717K +$103K +252 +17%
FFBTD
2000
First Financial Bank - Trust Division
Ohio
$716K -$13.9K -34 -2%