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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 %
MFWP
2126
Mosaic Family Wealth Partners
Missouri
$553K -$6.14K -15 -1%
CRIG
2127
Charter Research & Investment Group
Connecticut
$553K
FNA
2128
First National Advisers
Nebraska
$553K +$553K +1,350 New
SSW
2129
Stone Summit Wealth
Florida
$551K -$16.8K -41 -3%
NCM
2130
Northwest Capital Management
Oregon
$551K +$240K +586 +77%
CI
2131
Conning Inc
Connecticut
$549K
MAS
2132
Meeder Advisory Services
Ohio
$549K -$325K -793 -37%
CWP
2133
Curated Wealth Partners
California
$549K
PG
2134
Patten Group
Tennessee
$548K -$233K -570 -30%
GB
2135
Goepper Burkhardt
South Carolina
$548K
EL
2136
Essex LLC
Illinois
$548K -$220K -537 -29%
DW
2137
Dodds Wealth
Colorado
$546K +$546K +1,333 New
DJSG
2138
D.J. St. Germain
Massachusetts
$543K +$90.9K +222 +20%
GJWM
2139
Gilliland Jeter Wealth Management
Arkansas
$542K +$542K +1,324 New
PAM
2140
Peninsula Asset Management
Florida
$539K
CBA
2141
Coastal Bridge Advisors
Connecticut
$539K +$36.5K +89 +7%
BFWA
2142
Benchmark Financial Wealth Advisors
Florida
$538K +$205K +501 +62%
PGWM
2143
Pitti Group Wealth Management
New York
$537K -$56.5K -138 -10%
VBWMG
2144
Von Berge Wealth Management Group
California
$537K
PFBT
2145
Parkside Financial Bank & Trust
Missouri
$536K -$13.9K -34 -3%
W
2146
WPWealth
Texas
$536K +$24.2K +59 +5%
CCA
2147
Clarity Capital Advisors
Florida
$535K +$535K +1,308 New
SWA
2148
Strata Wealth Advisors
Texas
$535K -$45.9K -112 -8%
SFA
2149
Souders Financial Advisors
Ohio
$535K -$31.5K -77 -6%
SWM
2150
SilverOak Wealth Management
Minnesota
$534K +$534K +1,304 New