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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 %
PWP
2251
Precedent Wealth Partners
Texas
$453K +$453K +1,107 New
SWMP
2252
Signature Wealth Management Partners
New Jersey
$453K +$50.8K +124 +13%
VWM
2253
Venturi Wealth Management
Texas
$453K -$43.8K -107 -9%
IRAG
2254
Investment Research & Advisory Group
Georgia
$453K
CWA
2255
Choice Wealth Advisors
Maine
$451K
WA
2256
Wealthstream Advisors
New York
$450K -$155K -379 -26%
GAM
2257
GEM Asset Management
Michigan
$449K +$409 +1 +0.1%
LC
2258
LTG Capital
Massachusetts
$448K -$43.8K -107 -9%
IFA
2259
Index Fund Advisors
California
$448K -$30.3K -74 -6%
AIFAIM
2260
American Institute for Advanced Investment Management
Arizona
$448K -$306K -746 -41%
MPW
2261
MGO Private Wealth
California
$447K -$19.2K -47 -4%
DI
2262
Diligent Investors
California
$446K +$56.5K +138 +14%
ACM
2263
Allred Capital Management
Texas
$446K +$446K +1,090 New
LW
2264
Libra Wealth
California
$446K
CFP
2265
Curran Financial Partners
South Carolina
$445K +$47.3K +111 +12%
BAMG
2266
Brand Asset Management Group
Missouri
$445K -$11.5K -28 -3%
FWM
2267
Fairhaven Wealth Management
Illinois
$444K -$2.05K -5 -0.5%
XWM
2268
Xcel Wealth Management
Florida
$442K +$4.92K +12 +1%
KFSC
2269
Keystone Financial Services (Colorado)
Colorado
$441K
KPWG
2270
KFA Private Wealth Group
Virginia
$440K +$53.2K +130 +14%
MAA
2271
Matrix Asset Advisors
New York
$440K -$3.69K -9 -0.8%
HWM
2272
Horizons Wealth Management
North Carolina
$439K -$49.1K -120 -10%
AFM
2273
Abbot Financial Management
Massachusetts
$439K
APG
2274
Abacus Planning Group
South Carolina
$438K
LT
2275
Legacy Trust
Michigan
$438K