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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 %
USB
2301
Union Savings Bank
Connecticut
$413K
WTG
2302
West Tower Group
Virginia
$412K +$412K +1,005 New
MSFP
2303
Mark Sheptoff Financial Planning
Connecticut
$411K +$143K +349 +53%
TCM
2304
Tandem Capital Management
New Jersey
$410K +$410K +1,002 New
MIS
2305
Morningstar Investment Services
Illinois
$410K +$410K +996 New
LL
2306
LPWM LLC
Minnesota
$410K +$410K +1,033 New
SWM
2307
Stockman Wealth Management
Montana
$410K -$1.37M -3,343 -77%
HP
2308
HT Partners
Connecticut
$410K
FIM
2309
Freedom Investment Management
Connecticut
$409K +$409K +998 New
ITIM
2310
Indiana Trust & Investment Management
Indiana
$408K -$6.14K -15 -1%
LCM
2311
Leisure Capital Management
California
$407K +$4.91K +12 +1%
GGI
2312
Godsey & Gibb Inc
Virginia
$404K
CTA
2313
Colonial Trust Advisors
South Carolina
$403K +$20.5K +50 +5%
MRWM
2314
ML&R Wealth Management
Texas
$403K -$6.56K -16 -2%
WW
2315
Westshore Wealth
California
$402K +$410 +1 +0.1%
TS
2316
Tamar Securities
California
$401K +$409 +1 +0.1%
WIM
2317
Waverton Investment Management
United Kingdom
$401K +$401K +980 New
BAM
2318
BOS Asset Management
Illinois
$399K
GCA
2319
Gradient Capital Advisors
California
$399K +$409 +1 +0.1%
BFS
2320
Burkett Financial Services
South Carolina
$399K +$399K +974 New
BFG
2321
Beacon Financial Group
Texas
$399K -$80.7K -197 -17%
KIG
2322
Kennedy Investment Group
New Jersey
$398K +$398K +972 New
D
2323
Dentgroup
Louisiana
$398K -$4.91K -12 -1%
SFWA
2324
Summit Financial Wealth Advisors
Louisiana
$398K
DCM
2325
Donaldson Capital Management
Indiana
$396K -$380K -928 -49%