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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 %
RPG
2601
Resource Planning Group
Georgia
-$290K -905 Closed
ACS
2602
Archford Capital Strategies
Illinois
-$283K -896 Closed
RI
2603
Rinkey Investments
California
-$283K -882 Closed
MCA
2604
Magnolia Capital Advisors
Mississippi
-$278K -867 Closed
SI
2605
Symmetry Investments
Jersey
-$273K -850 Closed
GSC
2606
Grey Street Capital
Illinois
-$271K -843 Closed
CFA
2607
Compass Financial Advisors
Indiana
-$264K -822 Closed
PCM
2608
Princeton Capital Management
New Jersey
-$255K -796 Closed
TWM
2609
TriaGen Wealth Management
California
-$254K -793 Closed
EB
2610
Eastern Bank
Massachusetts
-$253K -789 Closed
AGP
2611
Autumn Glory Partners
Texas
-$251K -782 Closed
QWM
2612
Quaker Wealth Management
New Jersey
-$243K -759 Closed
RWM
2613
Rockwood Wealth Management
Pennsylvania
-$227K -707 Closed
HWA
2614
Heartwood Wealth Advisors
Virginia
-$227K -706 Closed
BMD
2615
Better Money Decisions
New Mexico
-$224K -699 Closed
MCP
2616
Martin Capital Partners
Oregon
-$221K -688 Closed
AFS
2617
Axiom Financial Strategies
Indiana
-$220K -685 Closed
CWM
2618
Compass Wealth Management
Connecticut
-$219K -683 Closed
RWA
2619
Rooted Wealth Advisors
Illinois
-$217K -681 Closed
GHA
2620
GW Henssler & Associates
Georgia
-$218K -680 Closed
UBV
2621
United Bank (Virginia)
Virginia
-$216K -672 Closed
EWM
2622
Edge Wealth Management
New York
-$211K -659 Closed
UW
2623
Unique Wealth
Florida
-$211K -656 Closed
WAM
2624
Weinberger Asset Management
California
-$208K -648 Closed
KCM
2625
Kathmere Capital Management
Pennsylvania
-$202K -628 Closed