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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 %
C1AG
2376
Client 1st Advisory Group
Florida
$506K -$5.37K -11 -1%
TS
2377
Tamar Securities
California
$504K -$61.5K -126 -11%
LWM
2378
Lodestone Wealth Management
Washington
$501K -$102K -208 -17%
DP
2379
Divergent Planning
Maryland
$500K – – –
JFA
2380
JNBA Financial Advisors
Minnesota
$500K – – –
HIA
2381
HTG Investment Advisors
Connecticut
$498K -$10.3K -21 -2%
QWP
2382
Quotient Wealth Partners
Texas
$493K -$141K -289 -22%
BC
2383
Brio Consultants
California
$492K +$11.7K +24 +2%
CJ
2384
Caitlin John
Michigan
$491K -$28.7K -56 -6%
VDI
2385
Vaughan David Investments
Illinois
$491K +$3.9K +8 +0.8%
GCA
2386
Gradient Capital Advisors
California
$491K – – –
DCM
2387
Davis Capital Management
Florida
$491K -$14.6K -30 -3%
CFO
2388
Collective Family Office
Pennsylvania
$490K -$10.2K -21 -2%
WCWM
2389
Willow Creek Wealth Management
California
$490K +$37.6K +77 +8%
BIMC
2390
Benson Investment Management Company
Virginia
$490K – – –
CFFP
2391
Center for Financial Planning
Michigan
$489K – – –
TFA
2392
Teamwork Financial Advisors
Texas
$489K -$469K -959 -49%
CYG
2393
Clean Yield Group
Vermont
$488K – – –
SSG
2394
Summit Securities Group
New York
$488K +$488K +1,000 New
HIG
2395
Heritage Investment Group
Florida
$487K +$69.8K +143 +17%
BFIM
2396
Beese Fulmer Investment Management
Ohio
$485K +$30.3K +62 +7%
LFP
2397
Leeward Financial Partners
Washington
$484K +$40.5K +83 +9%
WIM
2398
Waverton Investment Management
United Kingdom
$483K – – –
FI
2399
FWG Investments
Kentucky
$483K +$21.5K +44 +5%
SAA
2400
Southeast Asset Advisors
Georgia
$483K +$11.2K +23 +2%
94 95
96
97 98