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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 %
CJFS
2126
Coulter & Justus Financial Services
Tennessee
$640K +$640K +1,442 New
CI
2127
CPR Investments
Michigan
$637K -$1.39M -3,127 -69%
ACG
2128
Allen Capital Group
Nebraska
$634K -$809K -1,822 -56%
HGWM
2129
Horst & Graben Wealth Management
Oregon
$633K +$1.33K +3 +0.2%
USWIA
2130
UP Strategic Wealth Investment Advisors
Pennsylvania
$632K +$129K +290 +26%
EL
2131
Essex LLC
Illinois
$631K +$37.3K +84 +6%
LCM
2132
Lazari Capital Management
California
$630K -$14.2K -32 -2%
TPA
2133
Trivium Point Advisory
Connecticut
$628K +$628K +1,415 New
TBC
2134
Ted Buchan & Co
California
$628K – – –
PP
2135
PDS Planning
Ohio
$628K +$26.6K +60 +4%
UBG
2136
United Bank (Georgia)
Georgia
$622K +$622K +1,400 New
BFWA
2137
Benchmark Financial Wealth Advisors
Florida
$620K +$36.9K +83 +6%
EA
2138
Emerald Advisors
Washington
$619K +$2.22K +5 +0.4%
HPIA
2139
Hamilton Point Investment Advisors
North Carolina
$618K – – –
CBA
2140
Coastal Bridge Advisors
Connecticut
$617K +$32.9K +74 +6%
AI
2141
Arrien Investments
Idaho
$615K -$671K -1,511 -52%
GWCM
2142
Godshalk Welsh Capital Management
Pennsylvania
$615K -$22.2K -50 -3%
GWM
2143
GDS Wealth Management
Texas
$614K -$242K -545 -28%
ONST
2144
Old North State Trust
North Carolina
$614K +$614K +1,383 New
CGF
2145
Constant Guidance Financial
Massachusetts
$610K +$51.7K +118 +9%
CWA
2146
Continuum Wealth Advisors
New York
$607K +$607K +1,367 New
VPIM
2147
Vanguard Personalized Indexing Management
California
$607K -$98.6K -222 -14%
OIA
2148
Optimum Investment Advisors
Illinois
$606K -$888 -2 -0.1%
MFWP
2149
Mosaic Family Wealth Partners
Missouri
$604K +$4.44K +10 +0.7%
BIA
2150
Bell Investment Advisors
California
$603K +$444 +1 +0.1%
84 85
86
87 88