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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 %
AIM
2051
Athena Investment Management
California
$726K – – –
WA
2052
Waddell & Associates
Tennessee
$725K -$179K -403 -20%
EFN
2053
Equita Financial Network
Pennsylvania
$725K +$60.8K +137 +9%
GJWM
2054
Gilliland Jeter Wealth Management
Arkansas
$722K +$134K +302 +23%
WBCM
2055
Wilson & Boucher Capital Management
California
$720K -$18.2K -41 -2%
CSIC
2056
Clifford Swan Investment Counsel
California
$720K -$266K -600 -27%
HVP
2057
Hudson Value Partners
Florida
$719K -$71K -160 -9%
VCP
2058
Vista Capital Partners
Oregon
$719K +$444 +1 +0.1%
PFM
2059
Peak Financial Management
Massachusetts
$717K -$72.8K -164 -9%
TWP
2060
Total Wealth Planning
Ohio
$715K -$42.6K -96 -6%
RFMS
2061
RWQ Financial Management Services
Florida
$715K -$1.78K -4 -0.2%
CPG
2062
Custom Portfolio Group
Colorado
$714K +$240K +539 +50%
TDC
2063
Thompson Davis & Co
Virginia
$714K +$444 +1 +0.1%
CIC
2064
Cutler Investment Counsel
Oregon
$713K -$11.1K -25 -2%
BCM
2065
Basso Capital Management
Connecticut
$711K +$111K +250 +18%
DW
2066
Durante & Waters
New York
$710K – – –
ACM
2067
Arlington Capital Management
Illinois
$707K -$301K -677 -30%
FBT
2068
First Bankers Trust
Kentucky
$706K +$415K +935 +143%
AG
2069
Ascent Group
Virginia
$704K +$177K +399 +34%
EWA
2070
Encompass Wealth Advisors
Oregon
$702K +$88.8K +200 +14%
AT
2071
Arlington Trust
Alabama
$702K -$646K -1,454 -48%
MC
2072
Miramar Capital
Illinois
$701K +$7.49K +17 +1%
LAS
2073
Lloyd Advisory Services
Georgia
$699K +$699K +1,575 New
SFG
2074
Synergy Financial Group
California
$698K +$888 +2 +0.1%
WPC
2075
White Pine Capital
Minnesota
$697K +$1.7K +4 +0.2%
81 82
83
84 85