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Invesco QQQ Trust

2,887 hedge funds and large institutions have $104B invested in Invesco QQQ Trust in 2024 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 1,240 increasing their positions, 1,045 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,887
Holders Change
+62
Holders Change %
+2.19%
% of All Funds
41.85%
Holding in Top 10
642
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.26%
% of All Funds
9.31%
New
232
Increased
1,240
Reduced
1,045
Closed
127
Calls
$121B
Puts
$225B
Net Calls
-$104B
Net Calls Change
-$6.98B
Name Holding Trade Value Shares
Change
Shares
Change %
RW
2451
Rede Wealth
Virginia
$358K -$3.55K -8 -1%
WCM
2452
Whitener Capital Management
North Carolina
$358K +$4.44K +10 +1%
OGF
2453
Orin Green Financial
California
$357K -$330K -805 Closed
FCT
2454
First Community Trust
Iowa
$357K
GCM
2455
Gables Capital Management
Florida
$357K +$37.7K +85 +12%
WIM
2456
WealthPlan Investment Management
Nebraska
$357K -$54.6K -123 -13%
PTC
2457
Philadelphia Trust Company
Pennsylvania
$356K
IPWA
2458
International Private Wealth Advisors
California
$355K -$542K -1,221 -60%
DWM
2459
Dorchester Wealth Management
Quebec, Canada
$355K
WH
2460
Whitcomb & Hess
Ohio
$355K +$355K +800 New
LWM
2461
Lakeridge Wealth Management
Ohio
$355K
BFS
2462
Burkett Financial Services
South Carolina
$354K -$78.1K -176 -18%
LCM
2463
Liberty Capital Management
Michigan
$352K
PBC
2464
Pavion Blue Capital
California
$350K
PFM
2465
Phillips Financial Management
Indiana
$349K -$58.2K -131 -14%
WW
2466
Waterfront Wealth
Kansas
$349K -$9.83K -23 -3%
LFP
2467
Leeward Financial Partners
Washington
$349K -$12K -27 -3%
MWS
2468
Maxwell Wealth Strategies
California
$348K
MAG
2469
MRA Advisory Group
New Jersey
$348K +$94.1K +212 +37%
SWM
2470
Sculati Wealth Management
Michigan
$345K -$116K -262 -25%
GD
2471
Grandfield & Dodd
New York
$344K
YIH
2472
Y-Intercept (HK)
Hong Kong
$344K -$3.26M -7,343 -90%
MHR
2473
Matthew Hamilton Rosenberg
$343K
SP
2474
Successful Portfolios
Florida
$343K -$444 -1 -0.1%
CIG
2475
Cascade Investment Group
Colorado
$342K -$17.8K -40 -5%