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Invesco QQQ Trust

2,941 hedge funds and large institutions have $107B invested in Invesco QQQ Trust in 2024 Q2 according to their latest regulatory filings, with 225 funds opening new positions, 1,345 increasing their positions, 956 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,941
Holders Change
+54
Holders Change %
+1.87%
% of All Funds
42.77%
Holding in Top 10
654
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.87%
% of All Funds
9.51%
New
225
Increased
1,345
Reduced
956
Closed
127
Calls
$128B
Puts
$213B
Net Calls
-$85.3B
Net Calls Change
+$19B
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
2276
Choice Wealth Advisors
Maine
$528K
QIM
2277
Quest Investment Management
Oregon
$527K -$30.7K -64 -6%
WFPG
2278
Waller Financial Planning Group
Ohio
$525K -$38.3K -80 -7%
ORC
2279
O'Rourke & Company
Massachusetts
$525K -$8.14K -17 -2%
SWRP
2280
Summit Wealth & Retirement Planning
California
$524K
JWWM
2281
Johnson & White Wealth Management
Pennsylvania
$522K -$479 -1 -0.1%
LW
2282
Libra Wealth
California
$521K
RFP
2283
RCS Financial Planning
Maryland
$520K +$520K +1,083 New
BBA
2284
Braun-Bostich & Associates
Pennsylvania
$519K -$1.42M -2,974 -73%
MCM
2285
Mainstay Capital Management
Michigan
$519K -$195K -408 -27%
M
2286
MOTCO
Texas
$518K +$243K +508 +89%
CUAMC
2287
China Universal Asset Management Company
China
$518K +$518K +1,080 New
HC
2288
Hamilton Capital
Ohio
$518K -$5.27K -11 -1%
HAS
2289
Holland Advisory Services
Florida
$518K +$50.8K +106 +11%
CHAM
2290
Clear Harbor Asset Management
Connecticut
$518K +$19.6K +41 +4%
RIP
2291
RAM Investment Partners
Washington
$518K +$219K +457 +73%
FWM
2292
Fairhaven Wealth Management
Illinois
$517K -$2.4K -5 -0.5%
OCPWS
2293
One Charles Private Wealth Services
Massachusetts
$516K -$185K -386 -26%
OFP
2294
OLIO Financial Planning
Virginia
$515K -$4.94K -12 -0.9%
MIM
2295
MTM Investment Management
South Carolina
$515K
FZCM
2296
Flynn Zito Capital Management
New York
$515K -$35.9K -75 -7%
FSWA
2297
Financial Synergies Wealth Advisors
Texas
$514K +$43.6K +91 +9%
AFM
2298
Abbot Financial Management
Massachusetts
$513K
GC
2299
Gibson Capital
Pennsylvania
$512K
LT
2300
Legacy Trust
Michigan
$512K