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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 %
FFO
2026
Fortitude Family Office
Arizona
$686K +$686K +1,676 New
CIA
2027
Compass Ion Advisors
Pennsylvania
$684K -$767K -1,874 -53%
IW
2028
Imprint Wealth
South Carolina
$683K +$7.38K +18 +1%
DE
2029
Day & Ennis
Georgia
$683K +$1.64K +4 +0.2%
WBCM
2030
Wilson & Boucher Capital Management
California
$681K +$410K +1,000 +151%
AI
2031
ArchPoint Investors
Florida
$680K
HFS
2032
Hantz Financial Services
Michigan
$680K -$73.7K -180 -10%
DFA
2033
DHK Financial Advisors
New Hampshire
$676K
MPM
2034
Meritage Portfolio Management
Kansas
$675K +$6.14K +15 +0.9%
WG
2035
Welch Group
Alabama
$674K -$131K -320 -16%
MJRIC
2036
Mogy Joel R Investment Counsel
California
$674K
WPC
2037
White Pine Capital
Minnesota
$671K -$40.9K -100 -6%
AIM
2038
Athena Investment Management
California
$669K
MWA
2039
Meridian Wealth Advisors
Texas
$668K -$7.37K -18 -1%
CIC
2040
Cutler Investment Counsel
Oregon
$667K +$13.9K +34 +2%
PAM
2041
PVG Asset Management
Colorado
$666K -$81.9K -200 -11%
VCP
2042
Vista Capital Partners
Oregon
$663K +$9.83K +24 +2%
RFMS
2043
RWQ Financial Management Services
Florida
$661K +$184K +450 +39%
SCM
2044
Stordahl Capital Management
Colorado
$660K +$322K +786 +95%
MCM
2045
McDonough Capital Management
Florida
$660K
Pictet Asset Management
2046
Pictet Asset Management
Switzerland
$659K -$1.76M -4,290 -73%
COCM
2047
Charter Oak Capital Management
New Hampshire
$659K -$1.64K -4 -0.2%
EWG
2048
Executive Wealth Group
Washington
$658K +$819 +2 +0.1%
TDC
2049
Thompson Davis & Co
Virginia
$658K +$207K +505 +46%
PM
2050
Penbrook Management
New York
$657K -$41K -100 -6%