QQQ icon

Invesco QQQ Trust

2,941 hedge funds and large institutions have $107B invested in Invesco QQQ Trust in 2024 Q2 according to their latest regulatory filings, with 225 funds opening new positions, 1,345 increasing their positions, 956 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,941
Holders Change
+54
Holders Change %
+1.87%
% of All Funds
42.77%
Holding in Top 10
654
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.87%
% of All Funds
9.51%
New
225
Increased
1,345
Reduced
956
Closed
127
Calls
$128B
Puts
$213B
Net Calls
-$85.3B
Net Calls Change
+$19B
Name Holding Trade Value Shares
Change
Shares
Change %
LTI
2001
Laffer Tengler Investments
Tennessee
$864K
DSC
2002
Duncker Streett & Co
Missouri
$859K -$20.1K -42 -2%
BAG
2003
Bridgewealth Advisory Group
California
$859K -$11.5K -24 -1%
AP
2004
Aspect Partners
Virginia
$858K +$506K +1,055 +143%
MIM
2005
Merrion Investment Management
New Jersey
$856K -$9.58K -20 -1%
MAM
2006
MMA Asset Management
Pennsylvania
$855K -$958 -2 -0.1%
WC
2007
Whitney & Co
New York
$854K -$12K -25 -1%
PPWM
2008
Paragon Private Wealth Management
Kentucky
$848K -$94.4K -197 -10%
RA
2009
Rockingstone Advisors
Massachusetts
$843K -$19.2K -40 -2%
NMG
2010
New Millennium Group
Utah
$840K -$15.8K -33 -2%
FSA
2011
Financial Sense Advisors
California
$840K -$36.9K -77 -4%
EA
2012
Ergawealth Advisors
Illinois
$837K +$87.7K +183 +12%
TWP
2013
TFO Wealth Partners
Ohio
$836K -$152K -318 -15%
AAM
2014
Aureus Asset Management
Massachusetts
$836K +$236K +492 +39%
HWA
2015
Heritage Wealth Advisors
Virginia
$834K
RWM
2016
Rockwood Wealth Management
Pennsylvania
$834K +$366K +765 +78%
AWAG
2017
ARS Wealth Advisors Group
Florida
$832K -$49.8K -104 -6%
CBA
2018
Coastal Bridge Advisors
Connecticut
$832K +$166K +347 +25%
GGI
2019
Godsey & Gibb Inc
Virginia
$831K +$358K +747 +76%
MCM
2020
McDonough Capital Management
Florida
$830K +$12.9K +27 +2%
AWA
2021
Acorn Wealth Advisors
Michigan
$826K -$1.92K -4 -0.2%
CWS
2022
Confluence Wealth Services
Pennsylvania
$820K +$18.7K +39 +2%
DBRC
2023
D.B. Root & Company
Pennsylvania
$818K -$6.71K -14 -0.8%
HVP
2024
Hudson Value Partners
Florida
$817K +$41.7K +87 +5%
GJWM
2025
Gilliland Jeter Wealth Management
Arkansas
$816K +$36.9K +77 +5%