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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 %
AIFAIM
2151
American Institute for Advanced Investment Management
Arizona
$603K +$118K +265 +24%
WMA
2152
West Michigan Advisors
Michigan
$602K +$234K +526 +63%
NCM
2153
Northwest Capital Management
Oregon
$600K +$3.11K +7 +0.5%
FNA
2154
First National Advisers
Nebraska
$599K
BMCM
2155
Burns Matteson Capital Management
New York
$598K -$228K -514 -28%
ARA
2156
Alexander Randolph Advisory
Virginia
$598K +$24.4K +55 +4%
ANHIM
2157
Alan N. Hoffman Investment Management
Massachusetts
$596K -$4.44K -10 -0.7%
SSW
2158
Stone Summit Wealth
Florida
$596K -$1.78K -4 -0.3%
MGWM
2159
Marks Group Wealth Management
Minnesota
$595K +$22.2K +50 +4%
PG
2160
Patten Group
Tennessee
$594K
DW
2161
Dodds Wealth
Colorado
$594K +$1.78K +4 +0.3%
DJSG
2162
D.J. St. Germain
Massachusetts
$594K +$5.33K +12 +0.9%
LI
2163
LRI Investments
Florida
$594K +$594K +1,337 New
BWM
2164
BigSur Wealth Management
Florida
$594K -$178K -400 -23%
EFG
2165
Ehrlich Financial Group
California
$591K +$307K +691 +108%
CRIG
2166
Charter Research & Investment Group
Connecticut
$588K -$11.5K -26 -2%
SA
2167
Sunesis Advisors
Kansas
$587K -$212K -477 -27%
TF
2168
TLWM Financial
Texas
$586K +$22.2K +50 +4%
VBWMG
2169
Von Berge Wealth Management Group
California
$584K +$2.67K +6 +0.5%
SHFA
2170
SC&H Financial Advisors
Maryland
$584K +$6.22K +14 +1%
PAM
2171
Peninsula Asset Management
Florida
$584K
CCA
2172
Clarity Capital Advisors
Florida
$581K
CWM
2173
C2C Wealth Management
Arizona
$580K +$36K +81 +7%
CCM
2174
Cambridge Capital Management
Illinois
$579K +$1.33K +3 +0.2%
BFO
2175
Biltmore Family Office
North Carolina
$579K -$66.7K -150 -10%