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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 %
CCM
2151
Cambridge Capital Management
Illinois
$533K +$533K +1,302 New
SHFA
2152
SC&H Financial Advisors
Maryland
$533K
BCFS
2153
Butensky & Cohen Financial Security
Florida
$532K -$19.2K -47 -3%
MIM
2154
MTM Investment Management
South Carolina
$530K
BMM
2155
Buffington Mohr McNeal
Idaho
$530K +$409 +1 +0.1%
HHRDM
2156
H&H Retirement Design & Management
Nevada
$530K
SW
2157
SMART Wealth
Nebraska
$530K +$530K +1,293 New
CPRC
2158
Consolidated Portfolio Review Corp
New York
$529K +$14.3K +35 +3%
ARA
2159
Alexander Randolph Advisory
Virginia
$529K +$529K +1,291 New
MGWM
2160
Marks Group Wealth Management
Minnesota
$529K +$34K +83 +7%
ZIG
2161
Zullo Investment Group
Pennsylvania
$527K
WA
2162
Wealth Alliance
New York
$527K +$29.1K +71 +6%
3AM
2163
3EDGE Asset Management
Florida
$525K +$525K +1,282 New
FCA
2164
FinTrust Capital Advisors
South Carolina
$524K +$353K +861 +206%
UID
2165
Union Investments & Development
Israel
$523K
CGF
2166
Constant Guidance Financial
Massachusetts
$522K -$41.4K -101 -7%
AIP
2167
ARS Investment Partners
New York
$522K +$522K +1,275 New
PA
2168
Pineridge Advisors
Missouri
$522K +$522K +1,274 New
OFP
2169
OLIO Financial Planning
Virginia
$520K -$30.8K -75 -6%
TF
2170
TLWM Financial
Texas
$520K
AA
2171
AlphaMark Advisors
Kentucky
$519K -$11.5K -28 -2%
MKA
2172
M. Kulyk & Associates
Georgia
$518K -$11.5K -28 -2%
WFPG
2173
Waller Financial Planning Group
Ohio
$518K -$33.6K -82 -6%
MW
2174
Marcum Wealth
Ohio
$517K +$116K +284 +29%
AG
2175
Ascent Group
Virginia
$516K -$32.6K -75 -6%