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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 %
PWM
3451
Pacific Wealth Management
California
-$211K -412 Closed
MSF
3452
Mustard Seed Financial
Arkansas
-$211K -412 Closed
KNFPWM
3453
Keeler & Nadler Financial Planning & Wealth Management
Ohio
-$210K -411 Closed
BOC
3454
Bull Oak Capital
California
-$210K -411 Closed
BIA
3455
Benchmark Investment Advisors
Illinois
-$210K -411 Closed
OWM
3456
Orgel Wealth Management
Wisconsin
-$210K -411 Closed
RW
3457
Regimen Wealth
Georgia
-$209K -409 Closed
SIMC
3458
Squire Investment Management Company
Utah
-$209K -408 Closed
MTC
3459
McDaniel Terry & Co
Texas
-$207K -405 Closed
ADIM
3460
Alpha DNA Investment Management
Maryland
-$206K -403 Closed
FCCM
3461
First City Capital Management
Georgia
-$206K -402 Closed
TFG
3462
Tilson Financial Group
New Jersey
-$206K -402 Closed
TC
3463
Toews Corporation
New Jersey
-$205K -401 Closed
BWG
3464
Beta Wealth Group
California
-$204K -400 Closed
BWM
3465
Blossom Wealth Management
California
-$204K -400 Closed
AIFS
3466
A&I Financial Services
Colorado
-$204K -400 Closed
CWR
3467
Chico Wealth RIA
California
-$204K -400 Closed
AIA
3468
Arbor Investment Advisors
North Carolina
-$202K -396 Closed
PWA
3469
Prairie Wealth Advisors
Nebraska
-$201K -393 Closed
WCM
3470
Warburton Capital Management
Oklahoma
-$200K -393 Closed
JTWM
3471
Jackson Thornton Wealth Management
Alabama
-$201K -393 Closed
HFA
3472
Highland Financial Advisors
New Jersey
-$200K -391 Closed
JCM
3473
Jag Capital Management
Missouri
-$198K -388 Closed
LDB
3474
Lee, Danner & Bass
Tennessee
-$172K -336 Closed
CJL
3475
Cyrus J. Lawrence
New York
-$170K -333 Closed