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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 %
JWM
2176
JGP Wealth Management
Oregon
$515K +$17.2K +42 +3%
MIC
2177
Meridian Investment Counsel
California
$515K -$39.3K -96 -7%
DDPIC
2178
Deroy & Devereaux Private Investment Counsel
Michigan
$514K +$205K +500 +66%
DACS
2179
Dymon Asia Capital (Singapore)
Singapore
$513K +$513K +1,253 New
LNB
2180
Ledyard National Bank
$513K
OC
2181
Oarsman Capital
Wisconsin
$512K -$24.2K -59 -5%
VDI
2182
Vaughan David Investments
Illinois
$511K +$20.5K +50 +4%
WFA
2183
WestHill Financial Advisors
California
$510K
TA
2184
TFG Advisers
Michigan
$508K +$108K +264 +27%
MSA
2185
McAlister Sweet & Associates
Texas
$508K -$734K -1,791 -59%
CWM
2186
Capital Wealth Management
Rhode Island
$508K -$25K -61 -5%
SFC
2187
Sprinkle Financial Consultants
Colorado
$507K +$507K +1,236 New
AIM
2188
Astor Investment Management
Illinois
$507K +$507K +1,237 New
TCMP
2189
Thrive Capital Management (Pennsylvania)
Pennsylvania
$506K +$77.4K +189 +18%
DF
2190
Dunhill Financial
United Kingdom
$506K +$55.7K +136 +12%
RWS
2191
Resolute Wealth Strategies
Mississippi
$505K +$1.64K +4 +0.3%
MPWT
2192
MassMutual Private Wealth & Trust
Connecticut
$505K -$120K -293 -19%
TBNY
2193
Trustco Bank (New York)
New York
$505K +$25.8K +63 +5%
CA
2194
Crumly & Associates
Illinois
$504K
EM
2195
Excalibur Management
Massachusetts
$504K -$2.05K -5 -0.4%
LWM
2196
Lodestone Wealth Management
Washington
$501K +$110K +268 +28%
FA
2197
Faithward Advisors
Pennsylvania
$501K
CYG
2198
Clean Yield Group
Vermont
$500K -$819 -2 -0.2%
VC
2199
Vestor Capital
Illinois
$499K +$48.3K +118 +11%
IIM
2200
InTrack Investment Management
Vermont
$498K -$2.05K -5 -0.4%