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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 %
TLP
2101
Trinity Legacy Partners
Texas
$589K -$10.6K -26 -2%
NCM
2102
Noesis Capital Mangement
Florida
$588K
GWCM
2103
Godshalk Welsh Capital Management
Pennsylvania
$588K -$15.2K -37 -3%
CHA
2104
Cooper/Haims Advisors
New York
$587K +$4.1K +10 +0.7%
HGWM
2105
Horst & Graben Wealth Management
Oregon
$583K +$819 +2 +0.1%
OHIS
2106
Oak Harvest Investment Services
Texas
$582K -$101K -246 -15%
TBC
2107
Ted Buchan & Co
California
$579K
ACA
2108
Aspire Capital Advisors
Washington
$579K +$1.23K +3 +0.2%
KIG
2109
Kowal Investment Group
Wisconsin
$579K -$50.4K -123 -8%
HWA
2110
Heritage Wealth Advisors
Virginia
$579K
AGA
2111
Arkos Global Advisors
Texas
$579K +$114K +279 +25%
PPWM
2112
Paragon Private Wealth Management
Kentucky
$576K +$65.5K +160 +13%
RA
2113
RiverTree Advisors
Florida
$571K +$151K +369 +36%
HPIA
2114
Hamilton Point Investment Advisors
North Carolina
$570K
EA
2115
Emerald Advisors
Washington
$569K
IBOK
2116
Independence Bank of Kentucky
Kentucky
$568K +$72.1K +176 +15%
EWA
2117
Encompass Wealth Advisors
Oregon
$566K +$102K +250 +22%
FNB
2118
Farmers National Bank
Kentucky
$566K -$4.1K -10 -0.7%
BCPWM
2119
Bradley & Co Private Wealth Management
Florida
$565K +$503K +1,229 +819%
Simplex Trading
2120
Simplex Trading
Illinois
$560K +$560K +1,368 New
OIA
2121
Optimum Investment Advisors
Illinois
$559K -$55.3K -135 -9%
BIA
2122
Bell Investment Advisors
California
$556K +$410 +1 +0.1%
PP
2123
PDS Planning
Ohio
$554K +$6.96K +17 +1%
ANHIM
2124
Alan N. Hoffman Investment Management
Massachusetts
$554K +$29.9K +73 +6%
BCM
2125
Basso Capital Management
Connecticut
$554K +$819 +2 +0.1%