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Invesco QQQ Trust
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.55B
2
Jane Street
Jane Street
New York
+$842M
3
Wells Fargo
Wells Fargo
California
+$834M
4
HF
HRT Financial
New York
+$755M
5
Wolverine Trading
Wolverine Trading
Illinois
+$695M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$12.6B
2
Morgan Stanley
Morgan Stanley
New York
-$7.94B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.11B
4
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$597M
5
RCM
Rokos Capital Management
United Kingdom
-$554M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
2001
Rockingstone Advisors
Massachusetts
$799K -$14.7K -33 -2%
CWP
2002
Concord Wealth Partners
Virginia
$799K -$51.5K -116 -6%
AFC
2003
AFT Forsyth & Company
Florida
$798K +$12.4K +28 +2%
IIA
2004
ICW Investment Advisors
Arizona
$797K +$444 +1 +0.1%
RT
2005
Rockland Trust
Massachusetts
$795K -$88.8K -200 -10%
GC
2006
Gilbert & Cook
Iowa
$794K +$794K +1,788 New
NMG
2007
New Millennium Group
Utah
$794K +$147K +332 +23%
SSWM
2008
Smith Salley Wealth Management
North Carolina
$789K +$269K +606 +52%
CST
2009
Charles Schwab Trust
Nevada
$787K -$104K -234 -12%
MAM
2010
MMA Asset Management
Pennsylvania
$787K -$59K -134 -7%
FWI
2011
Facet Wealth Inc
Maryland
$785K +$53.7K +122 +7%
SC
2012
Saiph Capital
New Jersey
$784K +$6.66K +15 +0.9%
OC
2013
Oakworth Capital
Alabama
$782K +$79K +178 +11%
JSC
2014
Jackson Square Capital
California
$781K -$1.33K -3 -0.2%
FA
2015
Faithward Advisors
Pennsylvania
$776K +$256K +577 +49%
IA
2016
Inspire Advisors
Idaho
$774K -$38.6K -87 -5%
FCAS
2017
First Command Advisory Services
Texas
$774K -$29.3K -66 -4%
HWA
2018
Heritage Wealth Advisors
Virginia
$773K +$145K +326 +23%
BFA
2019
Brendel Financial Advisors
New Hampshire
$772K -$60.4K -136 -7%
MIM
2020
Moseley Investment Management
Florida
$769K +$81.7K +184 +12%
PP
2021
PFS Partners
New Jersey
$769K -$2.22K -5 -0.3%
LIA
2022
LS Investment Advisors
Michigan
$768K – – –
AWA
2023
Acorn Wealth Advisors
Michigan
$767K -$26.2K -59 -3%
DBRC
2024
D.B. Root & Company
Pennsylvania
$764K +$1.33K +3 +0.2%
KFI
2025
Key Financial Inc
Pennsylvania
$761K -$17.3K -39 -2%
79 80
81
82 83