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Invesco QQQ Trust

3,366 hedge funds and large institutions have $131B invested in Invesco QQQ Trust in 2024 Q4 according to their latest regulatory filings, with 524 funds opening new positions, 1,417 increasing their positions, 1,056 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,366
Holders Change
+338
Holders Change %
+11.16%
% of All Funds
44.8%
Holding in Top 10
739
Holding in Top 10 Change
+108
Holding in Top 10 Change %
+17.12%
% of All Funds
9.84%
New
524
Increased
1,417
Reduced
1,056
Closed
124
Calls
$114B
Puts
$201B
Net Calls
-$87.1B
Net Calls Change
+$22.6B
Name Holding Trade Value Shares
Change
Shares
Change %
TNA
2001
True North Advisors
Texas
$1.36M +$137K +268 +11%
WCM
2002
Windward Capital Management
California
$1.36M
WCFA
2003
Walkner Condon Financial Advisors
Wisconsin
$1.36M +$29.7K +58 +2%
IIM
2004
Illumine Investment Management
Washington
$1.36M +$1.36M +2,653 New
BW
2005
BIP Wealth
Georgia
$1.35M +$392K +766 +41%
TWPM
2006
Total Wealth Planning & Management
Florida
$1.35M +$1.35M +2,638 New
CA
2007
Cambridge Advisors
Nebraska
$1.35M +$73.1K +143 +6%
TWM
2008
Topsail Wealth Management
North Carolina
$1.35M +$1.35M +2,633 New
HWM
2009
HRC Wealth Management
Idaho
$1.34M +$53.2K +104 +4%
FL
2010
FreeGulliver LLC
Louisiana
$1.34M +$105K +205 +8%
SC
2011
Solstein Capital
California
$1.34M
CC
2012
Cadinha & Co
Hawaii
$1.34M -$514K -1,005 -28%
FFC
2013
First Financial Corp
Indiana
$1.34M
5W
2014
5T Wealth
California
$1.34M +$1.34M +2,615 New
ACM
2015
Armbruster Capital Management
New York
$1.34M -$18.9K -37 -1%
QFA
2016
Quantum Financial Advisors
California
$1.33M +$1.33M +2,608 New
IAS
2017
IMA Advisory Services
Colorado
$1.33M +$309K +605 +30%
PCM
2018
Passive Capital Management
Maryland
$1.33M +$4.6K +9 +0.3%
DI
2019
Disciplined Investments
Oklahoma
$1.32M +$3.07K +6 +0.2%
GSIS
2020
Global Strategic Investment Solutions
Arizona
$1.32M +$52.7K +103 +4%
NPPM
2021
North Point Portfolio Managers
Ohio
$1.32M
SWM
2022
Shepherd Wealth Management
Ohio
$1.32M +$1.32M +2,577 New
FG
2023
Fairman Group
Pennsylvania
$1.31M
NP
2024
Nilsine Partners
Colorado
$1.31M -$18.9K -37 -1%
AW
2025
Alteri Wealth
California
$1.3M +$1.3M +2,546 New