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Invesco QQQ Trust
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Overview Fund Activity

3,028 hedge funds and large institutions have $103B invested in Invesco QQQ Trust in 2024 Q3 according to their latest regulatory filings, with 229 funds opening new positions, 1,281 increasing their positions, 1,098 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,028
Holders Change
+87
Holders Change %
+2.96%
% of All Funds
43.8%
Holding in Top 10
631
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-3.52%
% of All Funds
9.13%
New
229
Increased
1,281
Reduced
1,098
Closed
100
Calls
$115B
Puts
$225B
Net Calls
-$110B
Net Calls Change
-$24.4B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$921M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$794M
3
HCM
Howard Capital Management
Georgia
+$502M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$455M
5
KAM
Kensington Asset Management
Texas
+$323M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.6B
2
Citadel Advisors
Citadel Advisors
Florida
-$1.47B
3
SFC
Strategic Financial Concepts
Texas
-$1.35B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$863M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$788M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBG
2201
United Bank (Georgia)
Georgia
$685K – – –
BFA
2202
Beacon Financial Advisory
Ohio
$684K -$327K -671 -32%
SFA
2203
Souders Financial Advisors
Ohio
$684K +$101K +206 +17%
WA
2204
WealthTrust Axiom
Pennsylvania
$683K +$262K +536 +62%
KPWG
2205
KFA Private Wealth Group
Virginia
$683K -$6.83K -14 -1%
EL
2206
Essex LLC
Illinois
$681K -$15.1K -31 -2%
ZIC
2207
ZWJ Investment Counsel
Georgia
$680K – – –
LGWM
2208
Litman Gregory Wealth Management
California
$680K +$448K +917 +192%
SFG
2209
Sage Financial Group
Pennsylvania
$680K +$1.46K +3 +0.2%
BFO
2210
Biltmore Family Office
North Carolina
$680K +$174K +355 +34%
HPIA
2211
Hamilton Point Investment Advisors
North Carolina
$680K – – –
IFA
2212
Index Fund Advisors
California
$680K +$75.6K +155 +13%
PAM
2213
Peninsula Asset Management
Florida
$676K – – –
OIA
2214
Optimum Investment Advisors
Illinois
$676K +$488 +1 +0.1%
USWIA
2215
UP Strategic Wealth Investment Advisors
Pennsylvania
$673K – – –
WAS
2216
WESPAC Advisors SoCal
California
$670K -$46.9K -96 -7%
SNB
2217
Security National Bank
Nebraska
$670K +$105K +215 +19%
VBWMG
2218
Von Berge Wealth Management Group
California
$667K +$506 +1 +0.1%
MFWP
2219
Mosaic Family Wealth Partners
Missouri
$664K -$12.2K -25 -2%
BIA
2220
Bell Investment Advisors
California
$664K – – –
AIFAIM
2221
American Institute for Advanced Investment Management
Arizona
$660K -$14.6K -30 -2%
FNA
2222
First National Advisers
Nebraska
$659K – – –
AIMA
2223
Ables Iannone Moore & Associates
Georgia
$659K -$3.42K -7 -0.5%
PFG
2224
Pinnacle Financial Group
Illinois
$658K +$209K +429 +47%
CA
2225
CGN Advisors
Kansas
$657K +$5.86K +12 +0.9%
87 88
89
90 91