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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 %
WTFG
2401
Wells Trecaso Financial Group
Ohio
$336K -$41K -100 -11%
MPIA
2402
Mountain Pacific Investment Advisers
Idaho
$335K
WA
2403
Wealthstar Advisors
Texas
$333K +$9.42K +23 +3%
RW
2404
Rede Wealth
Virginia
$333K -$65.5K -160 -16%
RWM
2405
Ruedi Wealth Management
Illinois
$333K
LFP
2406
Leeward Financial Partners
Washington
$333K
CIG
2407
Cascade Investment Group
Colorado
$332K +$332K +811 New
OFG
2408
Orcam Financial Group
California
$332K
SBWIC
2409
Schaper Benz & Wise Investment Counsel
Wisconsin
$331K
SIC
2410
Sterling Investment Counsel
New York
$331K -$171K -417 -34%
GGS
2411
Galvin Gaustad & Stein
Arizona
$330K
FCT
2412
First Community Trust
Iowa
$330K +$330K +805 New
OGF
2413
Orin Green Financial
California
$330K -$6.55K -16 -2%
RFA
2414
Register Financial Advisors
Georgia
$329K +$31.1K +76 +10%
PTC
2415
Philadelphia Trust Company
Pennsylvania
$328K
DWM
2416
Dorchester Wealth Management
Quebec, Canada
$328K
LWM
2417
Lakeridge Wealth Management
Ohio
$327K +$327K +800 New
RDIA
2418
RE Dickinson Investment Advisors
Iowa
$326K +$819 +2 +0.3%
MWPCG
2419
Measured Wealth Private Client Group
New Hampshire
$326K
WCM
2420
Whitener Capital Management
North Carolina
$326K +$410 +1 +0.1%
OAM
2421
Occidental Asset Management
California
$325K +$50.8K +124 +19%
ICM
2422
IMS Capital Management
Oregon
$325K +$10.2K +25 +3%
LCM
2423
Liberty Capital Management
Michigan
$324K
JWBC
2424
John W. Brooker & Co
California
$324K +$6.55K +16 +2%
BL
2425
Balentine LLC
Georgia
$324K +$4.1K +10 +1%