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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 %
CPG
2276
Custom Portfolio Group
Colorado
$438K +$438K +1,068 New
AFG
2277
Allegheny Financial Group
Pennsylvania
$437K +$150K +366 +52%
ZIC
2278
ZWJ Investment Counsel
Georgia
$437K +$437K +1,068 New
SFS
2279
Summit Financial Strategies
Ohio
$437K +$4.1K +10 +0.9%
PSIWM
2280
Paradigm Strategies in Wealth Management
Minnesota
$435K +$1.64K +4 +0.4%
ORC
2281
O'Rourke & Company
Massachusetts
$435K +$36.5K +89 +9%
JFA
2282
JNBA Financial Advisors
Minnesota
$434K -$24.6K -60 -5%
CFO
2283
Collective Family Office
Pennsylvania
$434K +$7.37K +18 +2%
NFP
2284
Narus Financial Partners
Utah
$431K -$8.19K -20 -2%
BFIM
2285
Beese Fulmer Investment Management
Ohio
$430K
SFP
2286
Strategic Financial Partners
Oregon
$430K
AIS
2287
AM Investment Strategies
Tennessee
$429K +$6.56K +16 +2%
SWM
2288
Sculati Wealth Management
Michigan
$425K -$26.6K -65 -6%
CFFP
2289
Center for Financial Planning
Michigan
$425K +$106K +258 +33%
CWG
2290
Crown Wealth Group
North Carolina
$423K +$7.37K +18 +2%
WT
2291
Washington Trust
Rhode Island
$419K
BWA
2292
BCU Wealth Advisors
Illinois
$418K +$418K +1,021 New
FW
2293
Fairway Wealth
Ohio
$418K +$418K +1,021 New
BF
2294
Brogan Financial
Tennessee
$418K +$819 +2 +0.2%
MCG
2295
McCollum Christoferson Group
New York
$418K
CF
2296
Clarity Financial
Texas
$416K -$249K -608 -37%
SPWM
2297
Schrum Private Wealth Management
Florida
$415K -$22.9K -56 -5%
BC
2298
Brio Consultants
California
$415K -$52K -127 -11%
KV
2299
Kickstand Ventures
New York
$415K -$23.3K -57 -5%
BSI
2300
Bennett Selby Investments
Maine
$414K +$410 +1 +0.1%