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Invesco QQQ Trust
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.55B
2
Jane Street
Jane Street
New York
+$842M
3
Wells Fargo
Wells Fargo
California
+$834M
4
HF
HRT Financial
New York
+$755M
5
Wolverine Trading
Wolverine Trading
Illinois
+$695M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$12.6B
2
Morgan Stanley
Morgan Stanley
New York
-$7.94B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.11B
4
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$597M
5
RCM
Rokos Capital Management
United Kingdom
-$554M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
2301
RW Investment Management
Idaho
$473K +$150K +338 +46%
DMIC
2302
Dixon Mitchell Investment Counsel
British Columbia, Canada
$472K -$25.3K -57 -5%
PSIWM
2303
Paradigm Strategies in Wealth Management
Minnesota
$471K -$888 -2 -0.2%
TPWM
2304
Twelve Points Wealth Management
Massachusetts
$471K +$471K +1,060 New
RDIA
2305
RE Dickinson Investment Advisors
Iowa
$469K +$115K +259 +33%
NFP
2306
Narus Financial Partners
Utah
$468K – – –
PAWA
2307
Palo Alto Wealth Advisors
California
$467K +$467K +1,050 New
BBNA
2308
Bremer Bank National Association
Minnesota
$466K -$9.19M -20,708 -95%
MPW
2309
MGO Private Wealth
California
$466K -$18.2K -41 -4%
LC
2310
LTG Capital
Massachusetts
$465K -$20.4K -46 -4%
AIS
2311
AM Investment Strategies
Tennessee
$465K – – –
C1AG
2312
Client 1st Advisory Group
Florida
$464K -$198K -445 -30%
RCS
2313
Retirement Capital Strategies
California
$464K +$464K +1,046 New
CTA
2314
Colonial Trust Advisors
South Carolina
$463K +$25.8K +58 +6%
DI
2315
Diligent Investors
California
$463K -$21.3K -48 -4%
CHAM
2316
Clear Harbor Asset Management
Connecticut
$462K +$273K +614 +144%
DLCIG
2317
D.L. Carlson Investment Group
New Hampshire
$461K -$16.4K -37 -3%
IFA
2318
Index Fund Advisors
California
$461K -$24.9K -56 -5%
CFFP
2319
Center for Financial Planning
Michigan
$460K – – –
TCM
2320
Tandem Capital Management
New Jersey
$460K +$15.5K +35 +3%
TW
2321
Transform Wealth
Colorado
$456K +$456K +1,025 New
JFA
2322
JNBA Financial Advisors
Minnesota
$456K -$14.7K -33 -3%
CWP
2323
Cyndeo Wealth Partners
Florida
$455K -$59.9K -135 -12%
BWA
2324
BCU Wealth Advisors
Illinois
$454K +$888 +2 +0.2%
BF
2325
Brogan Financial
Tennessee
$454K +$888 +2 +0.2%
91 92
93
94 95