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Invesco QQQ Trust

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAMV
2276
Concord Asset Management (Virginia)
Virginia
$495K -$20K -45 -4%
ORC
2277
O'Rourke & Company
Massachusetts
$494K +$23.1K +52 +5%
ZIC
2278
ZWJ Investment Counsel
Georgia
$493K +$18.6K +42 +4%
BlackRock
2279
BlackRock
New York
$491K -$173M -389,953 -100%
XWM
2280
Xcel Wealth Management
Florida
$490K +$11.5K +26 +2%
CWA
2281
Choice Wealth Advisors
Maine
$489K
OWA
2282
Opal Wealth Advisors
New York
$488K -$18.2K -41 -4%
SDWMA
2283
Schneider Downs Wealth Management Advisors
Pennsylvania
$488K -$13.3K -30 -3%
SWRP
2284
Summit Wealth & Retirement Planning
California
$486K +$217K +489 +81%
HC
2285
Hamilton Capital
Ohio
$485K +$485K +1,092 New
JWWM
2286
Johnson & White Wealth Management
Pennsylvania
$484K -$23.1K -52 -5%
MAA
2287
Matrix Asset Advisors
New York
$484K +$6.66K +15 +1%
NAS
2288
Nicolet Advisory Services
Wisconsin
$483K -$249K -562 -34%
LL
2289
LPWM LLC
Minnesota
$483K +$30.2K +69 +7%
LW
2290
Libra Wealth
California
$483K
FWM
2291
Fairhaven Wealth Management
Illinois
$481K
MIM
2292
MTM Investment Management
South Carolina
$477K -$97.2K -219 -17%
SPWM
2293
Schrum Private Wealth Management
Florida
$476K +$25.3K +57 +6%
AFM
2294
Abbot Financial Management
Massachusetts
$476K
APG
2295
Abacus Planning Group
South Carolina
$475K +$444 +1 +0.1%
ITIM
2296
Indiana Trust & Investment Management
Indiana
$475K +$32.9K +74 +7%
GC
2297
Gibson Capital
Pennsylvania
$475K -$53.3K -120 -10%
LT
2298
Legacy Trust
Michigan
$475K
SFS
2299
Summit Financial Strategies
Ohio
$474K
BWM
2300
Brickley Wealth Management
California
$473K -$1.19M -2,669 -71%