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Invesco QQQ Trust

3,293 hedge funds and large institutions have $109B invested in Invesco QQQ Trust in 2025 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 1,384 increasing their positions, 1,283 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,293
Holders Change
-73
Holders Change %
-2.17%
% of All Funds
44.73%
Holding in Top 10
687
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-7.04%
% of All Funds
9.33%
New
198
Increased
1,384
Reduced
1,283
Closed
195
Calls
$122B
Puts
$213B
Net Calls
-$91B
Net Calls Change
-$3.88B
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
2951
Mengis Capital Management
Oregon
$265K -$21.1K -45 -7%
JJBC
2952
James J. Burns & Company
New York
$265K +$5.63K +12 +2%
WAG
2953
Wiser Advisor Group
Arizona
$265K -$11.3K -24 -4%
TCM
2954
TD Capital Management
Tennessee
$264K
CW
2955
Curio Wealth
Maryland
$264K -$25.5M -484 -99%
NLWP
2956
Next Level Wealth Planning
Idaho
$264K
LCM
2957
LCM Capital Management
Illinois
$263K -$3.75K -8 -1%
VCM
2958
Vision Capital Management
Oregon
$262K -$103K -220 -28%
QFA
2959
Quantum Financial Advisors
California
$262K -$961K -2,050 -79%
FSA
2960
Financial Security Advisor
Virginia
$260K +$16.9K +36 +7%
DG
2961
DMC Group
Alabama
$260K -$96.1K -205 -27%
KCM
2962
Kathmere Capital Management
Pennsylvania
$259K -$83.5K -178 -24%
HFRG
2963
Houlihan Financial Resource Group
Virginia
$258K
ACM
2964
Allred Capital Management
Texas
$257K
LWA
2965
LifeGoal Wealth Advisors
New York
$257K
HIM
2966
Hanlon Investment Management
New Jersey
$257K
SP
2967
Successful Portfolios
Florida
$257K -$9.38K -20 -4%
FWM
2968
Fonville Wealth Management
Virginia
$257K +$257K +547 New
MRP
2969
Measured Risk Portfolios
California
$256K -$4.22K -9 -2%
RW
2970
Rede Wealth
Virginia
$256K -$1.41K -3 -0.5%
CC
2971
Constitution Capital
Connecticut
$256K +$5.63K +12 +2%
CS
2972
Capital Square
Tennessee
$256K +$67.5K +144 +36%
RFA
2973
Resurgent Financial Advisors
Georgia
$256K +$938 +2 +0.4%
CTWM
2974
Cherry Tree Wealth Management
Minnesota
$255K +$2.82K +6 +1%
AIP
2975
Almanack Investment Partners
Pennsylvania
$254K -$329K -701 -56%