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Invesco QQQ Trust
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.55B
2
Jane Street
Jane Street
New York
+$842M
3
Wells Fargo
Wells Fargo
California
+$834M
4
HF
HRT Financial
New York
+$755M
5
Wolverine Trading
Wolverine Trading
Illinois
+$695M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$12.6B
2
Morgan Stanley
Morgan Stanley
New York
-$7.94B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.11B
4
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$597M
5
RCM
Rokos Capital Management
United Kingdom
-$554M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
2226
Consilium Wealth Advisory
Texas
$538K +$249K +560 +86%
SMA
2227
Seven Mile Advisory
New Jersey
$537K – – –
IC
2228
Iconiq Capital
California
$537K – – –
WHCFA
2229
William Howard & Co Financial Advisors
Tennessee
$536K +$536K +1,207 New
WA
2230
Wealthstream Advisors
New York
$536K +$48.4K +109 +10%
CHA
2231
Cooper/Haims Advisors
New York
$534K -$102K -229 -16%
P8IP
2232
Pier 88 Investment Partners
California
$533K -$799K -1,800 -60%
ICM
2233
IMS Capital Management
Oregon
$533K +$181K +408 +52%
LWM
2234
Lodestone Wealth Management
Washington
$532K -$12K -27 -2%
BMM
2235
Buffington Mohr McNeal
Idaho
$531K -$43.1K -97 -7%
TWM
2236
Thrive Wealth Management
Pennsylvania
$531K +$239K +538 +82%
OC
2237
Oarsman Capital
Wisconsin
$531K -$24.4K -55 -4%
BCFS
2238
Butensky & Cohen Financial Security
Florida
$531K -$46.2K -104 -8%
BFA
2239
Bill Few Associates
Pennsylvania
$527K +$11.5K +26 +2%
WF
2240
Whelan Financial
California
$527K +$444 +1 +0.1%
PSP
2241
Pacific Sage Partners
Washington
$526K – – –
AIMA
2242
Ables Iannone Moore & Associates
Georgia
$525K -$6.22K -14 -1%
FCA
2243
FinTrust Capital Advisors
South Carolina
$523K -$44.8K -101 -8%
IRAG
2244
Investment Research & Advisory Group
Georgia
$523K +$32.4K +73 +7%
WFPG
2245
Waller Financial Planning Group
Ohio
$522K -$39.1K -88 -7%
SCA
2246
Stuart Chaussee & Associates
California
$521K +$444 +1 +0.1%
OFP
2247
OLIO Financial Planning
Virginia
$520K – – –
YWS
2248
Yarger Wealth Strategies
Ohio
$519K – – –
MPWT
2249
MassMutual Private Wealth & Trust
Connecticut
$519K -$28.4K -64 -5%
QIM
2250
Quest Investment Management
Oregon
$516K -$2.22K -5 -0.4%
88 89
90
91 92