QQQ icon

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 %
ZAM
2076
Zevin Asset Management
Massachusetts
$617K +$3.28K +8 +0.5%
ASGS
2077
Alpha Square Group S
New York
$614K
SCA
2078
Sassicaia Capital Advisers
New York
$614K +$614K +1,500 New
EFN
2079
Equita Financial Network
Pennsylvania
$613K +$87.6K +214 +17%
MAM
2080
Marquette Asset Management
Minnesota
$611K
C1AG
2081
Client 1st Advisory Group
Florida
$611K +$368K +899 +152%
EA
2082
Ergawealth Advisors
Illinois
$610K +$23.3K +57 +4%
CAM
2083
Carret Asset Management
New York
$609K
SWM
2084
SFG Wealth Management
Maryland
$609K +$223K +545 +58%
PWLP
2085
Prio Wealth Limited Partnership
Massachusetts
$607K +$21.7K +53 +4%
BWM
2086
Boyd Wealth Management
California
$604K -$409 -1 -0.1%
VWM
2087
Valley Wealth Managers
New Jersey
$602K -$56.5K -138 -9%
BLC
2088
Brown, Lisle/Cummings
Rhode Island
$602K +$34.8K +85 +6%
OCPWS
2089
One Charles Private Wealth Services
Massachusetts
$600K -$12.7K -31 -2%
NC
2090
NBW Capital
Massachusetts
$597K +$597K +1,459 New
NA
2091
Nottingham Advisors
New York
$597K -$28.7K -70 -5%
C
2092
CEDRUS
Colorado
$596K +$10.2K +25 +2%
CCA
2093
Cobblestone Capital Advisors
New York
$596K +$10.2K +25 +2%
NMG
2094
New Millennium Group
Utah
$596K -$16.4M -40,024 -96%
BFO
2095
Biltmore Family Office
North Carolina
$595K -$30.3K -74 -5%
LCM
2096
Lazari Capital Management
California
$594K +$23.3K +57 +4%
SW
2097
Simplicity Wealth
New Jersey
$594K +$594K +1,451 New
FFWA
2098
FRG Family Wealth Advisors
Washington
$594K +$30.7K +75 +5%
SIS
2099
Sound Income Strategies
Florida
$589K +$91.7K +224 +18%
CT
2100
Colonial Trust
South Carolina
$589K +$202K +493 +52%