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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 %
GPA
2351
Garrison Point Advisors
California
$376K
PFM
2352
Phillips Financial Management
Indiana
$376K +$70.9K +173 +23%
MWA
2353
Monograph Wealth Advisors
California
$375K -$307K -750 -45%
AHC
2354
Adell Harriman & Carpenter
Texas
$374K
AA
2355
Addison Advisors
Vermont
$372K
RP
2356
Rice Partnership
Hawaii
$371K -$4.1K -10 -1%
LIWM
2357
Long Island Wealth Management
New York
$369K +$369K +899 New
WAAG
2358
Wealth Alliance Advisory Group
Kansas
$367K
BIMC
2359
Benson Investment Management Company
Virginia
$367K +$367K +895 New
CPP
2360
Capasso Planning Partners
South Carolina
$366K +$2.05K +5 +0.6%
BFA
2361
Bragg Financial Advisors
North Carolina
$366K -$17.2K -42 -4%
NEPPG
2362
New England Professional Planning Group
Rhode Island
$364K +$364K +888 New
VAS
2363
Valicenti Advisory Services
New York
$363K
GL
2364
Graypoint LLC
New York
$363K +$13.9K +34 +4%
SA
2365
Shilanski & Associates
Alaska
$363K +$409 +1 +0.1%
AFG
2366
ABLE Financial Group
Arizona
$361K -$50.8K -124 -12%
NSAM
2367
North Star Asset Management
Wisconsin
$361K +$8.19K +20 +2%
AGP
2368
Autumn Glory Partners
Texas
$360K +$34.8K +85 +11%
AMIM
2369
Aull & Monroe Investment Management
Alabama
$360K +$69.6K +170 +24%
FLII
2370
First Long Island Investors
New York
$358K
RG
2371
Rathbones Group
United Kingdom
$358K -$13.2M -32,345 -97%
RFS
2372
Retirement Financial Solutions
Tennessee
$354K -$13.3M -32,447 -97%
LFGO
2373
Legacy Financial Group (Oklahoma)
Oklahoma
$354K +$68K +166 +24%
KAS
2374
KPP Advisory Services
Kentucky
$353K -$20.3M -49,552 -98%
BRM
2375
Boston Research & Management
Massachusetts
$353K +$2.86K +7 +0.8%