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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 %
SM
2326
Sensible Money
Arizona
$396K
LFRG
2327
Lazard Frères Gestion
France
$396K +$161K +394 +69%
SAA
2328
Southeast Asset Advisors
Georgia
$396K +$7.78K +19 +2%
SPP
2329
Single Point Partners
Massachusetts
$395K -$14.7K -36 -4%
HFM
2330
Hartford Financial Management
Connecticut
$393K +$10.6K +26 +3%
WCWM
2331
Willow Creek Wealth Management
California
$390K -$17.2K -42 -4%
LI
2332
LVZ Inc
Michigan
$390K
TPW
2333
TL Private Wealth
Texas
$387K +$1.23K +3 +0.3%
MAM
2334
Milestone Asset Management
Pennsylvania
$386K -$8.6K -21 -2%
DFS
2335
Dixon Fnancial Services
California
$386K
SB
2336
Sunflower Bank
Texas
$384K
CANC
2337
Culbertson A N & Co
Virginia
$384K +$4.51K +11 +1%
CASB
2338
Cape Ann Savings Bank
Massachusetts
$383K +$9.17K +22 +2%
MWA
2339
MN Wealth Advisors
Kansas
$383K +$383K +934 New
CBC
2340
Coombe, Bender & Co
New York
$382K +$49.2K +120 +15%
IFA
2341
Interactive Financial Advisors
Illinois
$381K +$219K +7,023 +135%
BC
2342
Bricktown Capital
Michigan
$380K -$410K -1,000 -52%
APSI
2343
Asset Planning Services Inc
Louisiana
$380K -$4.1K -10 -1%
SLC
2344
Second Line Capital
Louisiana
$380K +$380K +927 New
WIM
2345
WealthPlan Investment Management
Nebraska
$380K +$380K +927 New
WI
2346
Wedgewood Investors
Pennsylvania
$379K -$2.05K -5 -0.5%
BSSFA
2347
Baron Silver Stevens Financial Advisors
Florida
$378K -$338K -825 -47%
AIA
2348
Alternative Investment Advisors
Florida
$378K -$45.5K -111 -11%
BFW
2349
Brady Family Wealth
Missouri
$378K
WSCM
2350
Wellington Shields Capital Management
New York
$377K -$113K -276 -23%