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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 %
NAS
2051
Nicolet Advisory Services
Wisconsin
$657K +$40.5K +102 +7%
DW
2052
Durante & Waters
New York
$655K +$655K +1,600 New
VPIM
2053
Vanguard Personalized Indexing Management
California
$650K +$162K +396 +33%
TWG
2054
The Wealth Group
Minnesota
$650K +$650K +1,519 New
OC
2055
Oakworth Capital
Alabama
$648K
IP
2056
Intellectus Partners
California
$647K -$20.1K -49 -3%
MC
2057
Miramar Capital
Illinois
$645K -$57.3K -140 -8%
SFG
2058
Synergy Financial Group
California
$643K -$597K -1,457 -48%
DAM
2059
Deltec Asset Management
New York
$641K -$107K -262 -14%
CCA
2060
Checchi Capital Advisers
California
$640K
AWAG
2061
ARS Wealth Advisors Group
Florida
$639K +$102K +250 +19%
HCM
2062
Highview Capital Management
Illinois
$636K +$59.8K +146 +10%
SRC
2063
Shufro Rose & Co
New York
$636K -$68.8K -192 -10%
JGIA
2064
Jackson Grant Investment Advisers
Connecticut
$635K +$75.8K +185 +14%
MIM
2065
Moseley Investment Management
Florida
$634K +$93.8K +229 +17%
RFWA
2066
RPg Family Wealth Advisory
Massachusetts
$633K
AWA
2067
Archvest Wealth Advisors
California
$632K -$146K -357 -19%
SJGA
2068
Stephen J. Garry & Associates
New York
$629K +$629K +1,537 New
VP
2069
Verum Partners
North Carolina
$629K -$21.3K -52 -3%
DIS
2070
Diversified Investment Strategies
Louisiana
$629K -$46.3K -113 -7%
MF
2071
Montis Financial
Massachusetts
$627K +$168K +409 +36%
SFG
2072
Sage Financial Group
Pennsylvania
$626K +$226K +551 +56%
WAS
2073
WESPAC Advisors SoCal
California
$626K +$4.1K +10 +0.7%
EL
2074
EWA LLC
Pennsylvania
$623K +$2.57K +6 +0.4%
FPWM
2075
FSB Premier Wealth Management
Iowa
$621K +$16.8K +41 +3%