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Invesco QQQ Trust

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
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
2076
Stonebridge Capital Advisors
Minnesota
$696K +$451K +1,015 +183%
FPWM
2077
FSB Premier Wealth Management
Iowa
$695K +$21.8K +49 +3%
EA
2078
Ergawealth Advisors
Illinois
$695K +$33.3K +75 +5%
SFP
2079
Strategic Financial Partners
Oregon
$693K +$227K +512 +49%
JGIA
2080
Jackson Grant Investment Advisers
Connecticut
$689K
CT
2081
Colonial Trust
South Carolina
$687K +$48.8K +110 +8%
RFWA
2082
RPg Family Wealth Advisory
Massachusetts
$687K
FL
2083
FreeGulliver LLC
Louisiana
$685K +$685K +1,543 New
AWM
2084
Angeles Wealth Management
California
$685K -$505K -1,137 -42%
MCG
2085
McCollum Christoferson Group
New York
$684K +$231K +520 +51%
MFS
2086
Mirabella Financial Services
United Kingdom
$684K +$684K +1,540 New
FFWA
2087
FRG Family Wealth Advisors
Washington
$684K +$67.9K +160 +11%
VP
2088
Verum Partners
North Carolina
$682K
SJGA
2089
Stephen J. Garry & Associates
New York
$682K
ZAM
2090
Zevin Asset Management
Massachusetts
$682K +$13.3K +30 +2%
MF
2091
Montis Financial
Massachusetts
$682K +$2.22K +5 +0.3%
IP
2092
Intellectus Partners
California
$680K -$22.2K -50 -3%
LOIM
2093
Liberty One Investment Management
Illinois
$679K +$679K +1,530 New
VWM
2094
Valley Wealth Managers
New Jersey
$678K +$24.9K +56 +4%
CCM
2095
Carlson Capital Management
Minnesota
$677K -$525K -1,182 -44%
GL
2096
Graypoint LLC
New York
$672K +$279K +628 +71%
KIG
2097
Kowal Investment Group
Wisconsin
$671K +$43.1K +97 +7%
JWM
2098
JGP Wealth Management
Oregon
$666K +$107K +242 +19%
SWM
2099
SFG Wealth Management
Maryland
$665K +$5.77K +13 +0.9%
MHIC
2100
Marble Harbor Investment Counsel
Massachusetts
$664K -$577K -1,300 -47%