QQQ icon

Invesco QQQ Trust

2,824 hedge funds and large institutions have $101B invested in Invesco QQQ Trust in 2023 Q4 according to their latest regulatory filings, with 449 funds opening new positions, 1,169 increasing their positions, 879 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,824
Holders Change
+306
Holders Change %
+12.15%
% of All Funds
41.4%
Holding in Top 10
634
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+15.69%
% of All Funds
9.29%
New
449
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 %
CAG
201
Csenge Advisory Group
Florida
$51.5M +$639K +1,560 +1%
IPW
202
Intergy Private Wealth
Colorado
$51.4M +$722K +1,762 +1%
BAAM
203
Baker Avenue Asset Management
California
$51.1M +$1.97M +4,819 +4%
LFAS
204
Level Four Advisory Services
Texas
$51M +$51M +124,458 New
CA
205
CoreCap Advisors
Michigan
$50.8M -$3.23M -7,885 -6%
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$50.3M +$145K +355 +0.3%
Manulife (Manufacturers Life Insurance)
207
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.6M +$2.33M +5,689 +5%
CPG
208
Cornerstone Planning Group
New Jersey
$48.4M +$1.55M +3,793 +3%
BRWA
209
B. Riley Wealth Advisors
Florida
$47.7M -$1.79M -4,359 -4%
KWMG
210
King Wealth Management Group
Florida
$47.6M -$18.4K -45 -0%
BF
211
BOK Financial
Oklahoma
$47.6M +$2.93M +7,157 +7%
LNC
212
Lincoln National Corp
Pennsylvania
$47M +$399K +975 +0.9%
MHS
213
M Holdings Securities
Oregon
$46.9M +$2.12M +5,171 +5%
SC
214
Savoie Capital
Illinois
$46.8M +$40.9M +99,883 +691%
FWM
215
Focused Wealth Management
New York
$46.7M -$1.77M -4,317 -4%
APWA
216
Atlas Private Wealth Advisors
New Jersey
$45.8M +$9.08M +22,174 +25%
HWM
217
Horizon Wealth Management
Illinois
$45.7M +$2.75M +6,727 +6%
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$45.7M +$8.23M +20,100 +22%
EK
219
Evensky & Katz
Florida
$45.4M -$1.12M -2,724 -2%
MSCM
220
McElhenny Sheffield Capital Management
Texas
$45.3M +$45.3M +110,522 New
RA
221
RFG Advisory
Alabama
$44.9M +$44.9M +109,625 New
BAM
222
Belpointe Asset Management
Nevada
$44.7M +$9.18M +22,404 +26%
CW
223
Connectus Wealth
Ohio
$44.7M -$1.52M -3,707 -3%
EFG
224
Embree Financial Group
Illinois
$44.7M +$44.7M +109,040 New
ACM
225
Alpha Capital Management
Texas
$44.6M -$568K -1,388 -1%