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Invesco QQQ Trust

2,518 hedge funds and large institutions have $86.9B invested in Invesco QQQ Trust in 2023 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 982 increasing their positions, 974 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
+84
Holders Change %
+3.45%
% of All Funds
39.71%
Holding in Top 10
572
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+12.6%
% of All Funds
9.02%
New
229
Increased
982
Reduced
974
Closed
122
Calls
$119B
Puts
$238B
Net Calls
-$119B
Net Calls Change
-$31.5B
Name Holding Trade Value Shares
Change
Shares
Change %
BC
2476
Barrett & Company
Rhode Island
$30.5K
SWM
2477
Sanctuary Wealth Management
Idaho
$30.3K +$30.3K +82 New
NECFA
2478
New England Capital Financial Advisors
Connecticut
$30.1K +$368 +1 +1%
CWM
2479
CarsonAllaria Wealth Management
Illinois
$29.4K
APC
2480
Aspire Private Capital
North Carolina
$29.2K +$13.7K +37 +88%
AT
2481
Avalon Trust
New Mexico
$27.7K +$27.7K +75 New
TWD
2482
True Wealth Design
Ohio
$27K -$4.8K -13 -15%
OAJ
2483
Ogorek Anthony Joseph
New York
$23K
CMANY
2484
Capital Management Associates (New York)
New York
$22.9K
CNBTD
2485
Citizens National Bank Trust Department
Mississippi
$22.5K +$22.5K +61 New
BCM
2486
Bourgeon Capital Management
Connecticut
$21.8K
POIA
2487
Pin Oak Investment Advisors
Texas
$20K -$129K -348 -87%
C
2488
Covestor
United Kingdom
$20K +$8.89K +24 +80%
LS
2489
Liquid Strategies
Georgia
$19.9K +$19.9K +54 New
PHS
2490
Pekin Hardy Strauss
Illinois
$19.2K -$15.9K -43 -45%
PCM
2491
Penserra Capital Management
California
$19K +$19K +54 New
HF
2492
Halpern Financial
Virginia
$18.5K
TCM
2493
Tradewinds Capital Management
Washington
$18.5K
CG
2494
Cutler Group
California
$15K -$12M -34,539 -100%
SHIM
2495
Stone House Investment Management
Pennsylvania
$13.8K
ICM
2496
Islay Capital Management
Texas
$13.3K
CWA
2497
Clearview Wealth Advisors
Oregon
$11.5K
CMBA
2498
C.M. Bidwell & Associates
Hawaii
$11.1K
ETC
2499
Exchange Traded Concepts
Oklahoma
$9.24K -$145K -393 -94%
FMP
2500
Financial Management Professionals
Texas
$9K -$720 -2 -7%