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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 %
WCM
2226
Wunderlich Capital Managemnt
Tennessee
$477K -$15.2K -37 -3%
BFA
2227
Bill Few Associates
Pennsylvania
$476K -$4.51K -11 -0.9%
WRPWM
2228
Werba Rubin Papier Wealth Management
California
$475K
CWP
2229
Cyndeo Wealth Partners
Florida
$475K
CAMV
2230
Concord Asset Management (Virginia)
Virginia
$475K -$26.6K -65 -5%
BCM
2231
Brasada Capital Management
Texas
$475K -$11.1K -27 -2%
CWM
2232
C2C Wealth Management
Arizona
$474K +$30.2K +78 +7%
SCM
2233
Sollinda Capital Management
Florida
$474K +$474K +1,157 New
1IA
2234
1834 Investment Advisors
Wisconsin
$473K -$27.8K -68 -6%
PWPS
2235
Pinnacle Wealth Planning Services
Ohio
$471K
HAS
2236
Holland Advisory Services
Florida
$471K +$73.7K +180 +19%
JWWM
2237
Johnson & White Wealth Management
Pennsylvania
$468K +$409 +1 +0.1%
DLCIG
2238
D.L. Carlson Investment Group
New Hampshire
$467K +$17.8K +41 +4%
OWA
2239
Opal Wealth Advisors
New York
$467K +$9.42K +23 +2%
CL
2240
COWA LLC
Oklahoma
$465K -$6.14K -15 -1%
USWIA
2241
UP Strategic Wealth Investment Advisors
Pennsylvania
$464K +$464K +1,134 New
B
2242
Bellecapital
Switzerland
$464K
SDWMA
2243
Schneider Downs Wealth Management Advisors
Pennsylvania
$462K -$1.23K -3 -0.3%
RWMG
2244
Redwood Wealth Management Group
New Jersey
$462K -$2.87K -7 -0.6%
GPA
2245
Guidance Point Advisors
Massachusetts
$460K -$61.6K -150 -12%
ERWM
2246
Elk River Wealth Management
Colorado
$460K -$125K -306 -21%
DMIC
2247
Dixon Mitchell Investment Counsel
British Columbia, Canada
$459K -$16.4K -40 -3%
AQR Capital Management
2248
AQR Capital Management
Connecticut
$459K +$215K +526 +89%
SFC
2249
SYM Financial Corp
Indiana
$457K +$23.3K +57 +5%
BL
2250
BFSG LLC
California
$455K -$27.4K -67 -6%