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Invesco QQQ Trust

2,434 hedge funds and large institutions have $73B invested in Invesco QQQ Trust in 2023 Q1 according to their latest regulatory filings, with 276 funds opening new positions, 877 increasing their positions, 956 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,434
Holders Change
+99
Holders Change %
+4.24%
% of All Funds
38.96%
Holding in Top 10
508
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+14.67%
% of All Funds
8.13%
New
276
Increased
877
Reduced
956
Closed
126
Calls
$122B
Puts
$209B
Net Calls
-$87.5B
Net Calls Change
-$61.3B
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
251
Trifecta Capital Advisors
Illinois
$24.2M +$237K +740 +1%
AWM
252
Altus Wealth Management
Kentucky
$24.2M +$913K +2,844 +4%
Vontobel Holding
253
Vontobel Holding
Switzerland
$24.1M -$4.57M -14,235 -16%
IWA
254
Intercontinental Wealth Advisors
Texas
$23.8M +$1.71M +5,327 +8%
Prudential Financial
255
Prudential Financial
New Jersey
$23.7M +$9.19M +32,571 +63%
PWM
256
Perigon Wealth Management
California
$23.7M -$308K -959 -1%
LFG
257
Larson Financial Group
Missouri
$23.6M +$2.22M +6,917 +10%
MSCM
258
McElhenny Sheffield Capital Management
Texas
$23.6M +$23.5M +73,225 +33,133%
AWM
259
Apollon Wealth Management
South Carolina
$23.4M -$4.23M -13,175 -15%
AA
260
ACT Advisors
North Carolina
$23.4M +$22.7M +70,797 +3,316%
SWM
261
Solano Wealth Management
California
$23.3M +$23.3M +72,640 New
IA
262
IFG Advisory
Georgia
$23.2M +$621K +1,936 +3%
RRA
263
Round Rock Advisors
Connecticut
$23.1M +$1.04M +3,240 +5%
SCA
264
Snowden Capital Advisors
New York
$23M +$1.82M +5,679 +9%
LIA
265
Luken Investment Analytics
Tennessee
$23M -$1.18M -3,667 -5%
JE
266
JMAC Enterprises
Pennsylvania
$22.9M +$171K +534 +0.8%
WJWM
267
Williams Jones Wealth Management
New York
$22.9M +$88.3K +275 +0.4%
LPAM
268
Lodestar Private Asset Management
California
$22.5M -$581K -1,809 -3%
Janus Henderson Group
269
Janus Henderson Group
United Kingdom
$22.4M +$14.6M +45,347 +185%
AWM
270
Accurate Wealth Management
Florida
$22.4M +$20.5M +64,375 +1,043%
PA
271
PSI Advisors
Florida
$22.2M +$728K +2,267 +3%
DZ Bank
272
DZ Bank
Germany
$22.2M +$22.2M +69,069 New
BPCE
273
Bank Pictet & Cie (Europe)
Germany
$22.1M -$2.57M -7,993 -10%
BAM
274
Banta Asset Management
California
$21.9M -$54.8K -186 -0.2%
NWM
275
NEIRG Wealth Management
Massachusetts
$21.8M +$3.56M +11,103 +20%