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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 %
CPG
201
Cornerstone Planning Group
New Jersey
$53.6M +$2.15M +4,948 +4%
Prudential Financial
202
Prudential Financial
New Jersey
$53.4M +$5.6M +12,606 +12%
FWM
203
Focused Wealth Management
New York
$52.7M +$2.04M +4,592 +4%
RIG
204
RiverFront Investment Group
Virginia
$52.7M +$6.6M +14,855 +14%
BF
205
BOK Financial
Oklahoma
$52.4M +$650K +1,460 +1%
MHS
206
M Holdings Securities
Oregon
$52.2M +$1.36M +3,074 +3%
KWMG
207
King Wealth Management Group
Florida
$52.1M +$503K +1,133 +1%
KCM
208
Kennicott Capital Management
California
$51.9M +$5.2M +11,707 +11%
GRP
209
Global Retirement Partners
California
$51.5M +$4.94M +11,136 +11%
Bank of Nova Scotia
210
Bank of Nova Scotia
Ontario, Canada
$51.5M -$341M -767,748 -87%
LFAS
211
Level Four Advisory Services
Texas
$51.2M +$187K +456 +0.4%
DAS
212
Diversify Advisory Services
Utah
$50M +$50M +112,326 New
IAIM
213
Industrial Alliance Investment Management
Quebec, Canada
$49.7M +$5.7M +12,829 +13%
HWM
214
Horizon Wealth Management
Illinois
$49.6M +$35.1K +79 +0.1%
LFG
215
Larson Financial Group
Missouri
$49.4M +$7.75M +17,445 +19%
PRA
216
Pine Ridge Advisers
New York
$49.1M +$1.97M +4,445 +4%
JWCA
217
J.W. Cole Advisors
Florida
$48.9M +$3.29M +7,400 +7%
EFG
218
Embree Financial Group
Illinois
$48.6M +$163K +368 +0.3%
TRCT
219
Tower Research Capital (TRC)
New York
$48.1M -$14.2M -31,896 -23%
CWA
220
CJM Wealth Advisers
Virginia
$48.1M +$15.8M +35,492 +49%
EP
221
Edgestream Partners
New Jersey
$47.5M +$17.8M +40,084 +60%
WAG
222
Winthrop Advisory Group
Massachusetts
$47.5M +$2.32M +5,217 +5%
AllianceBernstein
223
AllianceBernstein
Tennessee
$47.4M +$24.7M +55,532 +109%
RA
224
RFG Advisory
Alabama
$47.3M -$1.34M -3,016 -3%
EK
225
Evensky & Katz
Florida
$47.3M -$1.91M -4,309 -4%