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Invesco QQQ Trust

3,363 hedge funds and large institutions have $131B invested in Invesco QQQ Trust in 2024 Q4 according to their latest regulatory filings, with 523 funds opening new positions, 1,417 increasing their positions, 1,054 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,363
Holders Change
+336
Holders Change %
+11.1%
% of All Funds
44.78%
Holding in Top 10
739
Holding in Top 10 Change
+108
Holding in Top 10 Change %
+17.12%
% of All Funds
9.84%
New
523
Increased
1,417
Reduced
1,054
Closed
124
Calls
$114B
Puts
$201B
Net Calls
-$87.1B
Net Calls Change
+$22.6B
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
201
Concurrent Investment Advisors
Florida
$68M +$8.42M +16,478 +14%
WANY
202
Wealthspire Advisors (New York)
New York
$67.1M +$870K +1,702 +1%
BAAM
203
Baker Avenue Asset Management
California
$66.3M +$473K +926 +0.7%
AF
204
Allworth Financial
California
$66.3M -$5.4M -10,157 -8%
AWM
205
Apollon Wealth Management
South Carolina
$65.5M +$9.32M +18,223 +17%
ASN
206
Advisory Services Network
Georgia
$65.2M -$15.4M -30,045 -19%
Daiwa Securities Group
207
Daiwa Securities Group
Japan
$64.5M -$9.28M -18,150 -13%
CFG
208
Citizens Financial Group
Rhode Island
$63.8M +$1.18M +2,306 +2%
CPG
209
Cornerstone Planning Group
New Jersey
$63.6M -$5.4M -10,493 -8%
LFG
210
Larson Financial Group
Missouri
$63.4M -$3.95M -7,722 -6%
CAG
211
Csenge Advisory Group
Florida
$63.2M +$131K +257 +0.2%
HWM
212
Horizon Wealth Management
Illinois
$63.1M +$39.8M +77,920 +172%
WAG
213
Winthrop Advisory Group
Massachusetts
$62.8M +$2.01M +3,938 +3%
Allianz Asset Management
214
Allianz Asset Management
Germany
$62.5M +$39M +76,200 +165%
IA
215
Intellus Advisors
Florida
$62.3M +$62.3M +121,952 New
Mitsubishi UFJ Trust & Banking
216
Mitsubishi UFJ Trust & Banking
Japan
$62.1M +$56.9M +111,311 +1,092%
BF
217
BOK Financial
Oklahoma
$61.8M +$20.3K +40 +0%
KWMG
218
King Wealth Management Group
Florida
$61.4M +$1.69M +3,307 +3%
AFA
219
American Financial Advisors
Georgia
$61.3M -$1.17M -2,285 -2%
MHS
220
M Holdings Securities
Oregon
$61M -$563K -1,101 -0.9%
IPW
221
Intergy Private Wealth
Colorado
$60.9M +$575K +1,124 +1%
VWS
222
Virtus Wealth Solutions
New Jersey
$59.5M +$59.5M +116,326 New
EFG
223
Embree Financial Group
Illinois
$59.3M +$492K +963 +0.8%
PE
224
Point72 Europe
United Kingdom
$59.3M +$39.3M +76,831 +196%
SFS
225
Sowell Financial Services
Arkansas
$59.1M -$490K -958 -0.8%