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Invesco QQQ Trust
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Overview Fund Activity

3,028 hedge funds and large institutions have $103B invested in Invesco QQQ Trust in 2024 Q3 according to their latest regulatory filings, with 229 funds opening new positions, 1,281 increasing their positions, 1,098 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,028
Holders Change
+87
Holders Change %
+2.96%
% of All Funds
43.8%
Holding in Top 10
631
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-3.52%
% of All Funds
9.13%
New
229
Increased
1,281
Reduced
1,098
Closed
100
Calls
$115B
Puts
$225B
Net Calls
-$110B
Net Calls Change
-$24.4B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$921M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$794M
3
HCM
Howard Capital Management
Georgia
+$502M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$455M
5
KAM
Kensington Asset Management
Texas
+$323M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.6B
2
Citadel Advisors
Citadel Advisors
Florida
-$1.47B
3
SFC
Strategic Financial Concepts
Texas
-$1.35B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$863M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$788M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
2351
Riggs Asset Management
Pennsylvania
$526K -$3.71M -7,597 -88%
OCPWS
2352
One Charles Private Wealth Services
Massachusetts
$526K – – –
FZCM
2353
Flynn Zito Capital Management
New York
$524K – – –
FMII
2354
Farmers & Merchants Investments Inc
Nebraska
$524K -$130K -266 -20%
WFPG
2355
Waller Financial Planning Group
Ohio
$523K -$11.7K -24 -2%
AFM
2356
Abbot Financial Management
Massachusetts
$523K – – –
WTB
2357
Washington Trust Bank
Washington
$522K +$232K +476 +80%
GC
2358
Gibson Capital
Pennsylvania
$522K – – –
RIM
2359
RW Investment Management
Idaho
$522K – – –
LT
2360
Legacy Trust
Michigan
$522K – – –
PAWA
2361
Palo Alto Wealth Advisors
California
$522K -$238K -479 -31%
OFP
2362
OLIO Financial Planning
Virginia
$520K +$4.94K +12 +1%
BWM
2363
Brickley Wealth Management
California
$520K – – –
FSWA
2364
Financial Synergies Wealth Advisors
Texas
$520K -$4.39K -9 -0.8%
DMIC
2365
Dixon Mitchell Investment Counsel
British Columbia, Canada
$519K – – –
RFP
2366
RCS Financial Planning
Maryland
$518K -$10.2K -21 -2%
JWWM
2367
Johnson & White Wealth Management
Pennsylvania
$518K -$14.2K -29 -3%
DI
2368
Diligent Investors
California
$517K -$60K -123 -10%
DCM
2369
Donaldson Capital Management
Indiana
$512K -$54.7K -112 -10%
SR
2370
Syntax Research
Florida
$512K +$488 +1 +0.1%
SFS
2371
Summit Financial Strategies
Ohio
$512K +$20K +41 +4%
HCMT
2372
Highland Capital Management (Tennessee)
Tennessee
$512K -$31.7K -65 -6%
ST
2373
Sageworth Trust
Pennsylvania
$508K +$3.42K +7 +0.7%
KWM
2374
Koa Wealth Management
California
$506K +$14.6K +30 +3%
SM
2375
Sensible Money
Arizona
$506K +$33.7K +69 +7%
93 94
95
96 97