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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 %
DWM
351
Dakota Wealth Management
Florida
$16.2M +$623K +1,942 +4%
HIIFS
352
Harel Insurance Investments & Financial Services
Israel
$16.2M +$9.59M +29,902 +145%
GVAG
353
Great Valley Advisor Group
Delaware
$16M -$1.61M -5,030 -9%
SW
354
SVB Wealth
Massachusetts
$15.9M +$1.24M +3,860 +8%
SDAM
355
Shulman DeMeo Asset Management
New York
$15.7M -$14.8K -46 -0.1%
JMF
356
Johnson Midwest Financial
Iowa
$15.7M +$15.7M +49,039 New
KIA
357
KCM Investment Advisors
California
$15.5M +$1.66M +5,184 +12%
CFA
358
Camarda Financial Advisors
Florida
$15.4M +$13.8M +43,061 +863%
ST
359
Spinnaker Trust
Maine
$15.4M -$7.02M -21,883 -31%
WIM
360
Warwick Investment Management
Texas
$15.3M -$1.43M -4,465 -9%
AFS
361
Aft Forsyth & Sober
Florida
$15.1M -$2.78M -8,675 -16%
SA
362
SAM Advisors
California
$15.1M -$791K -2,466 -5%
SWAG
363
Spectrum Wealth Advisory Group
California
$15.1M -$99.5K -310 -0.7%
CMA
364
Cedar Mountain Advisors
Oregon
$15.1M +$135K +421 +0.9%
BFM
365
Boothbay Fund Management
New York
$14.9M -$12.4M -38,664 -45%
JWBC
366
J.W. Burns & Co
New York
$14.9M +$336K +1,047 +2%
FAIM
367
Financial Advocates Investment Management
Washington
$14.9M +$5.1M +15,640 +52%
KCM
368
Kaye Capital Management
California
$14.9M -$6.96M -21,701 -32%
BPC
369
Banque Pictet & Cie
Switzerland
$14.8M +$442K +1,378 +3%
Brown Advisory
370
Brown Advisory
Maryland
$14.8M -$1.34M -4,188 -8%
CWA
371
Clarity Wealth Advisors
California
$14.8M +$71.6K +223 +0.5%
BZWA
372
Blue Zone Wealth Advisors
California
$14.8M -$5.61M -17,494 -28%
PIN
373
Prudent Investors Network
California
$14.6M -$2.15M -6,685 -13%
GG
374
GenWealth Group
New Jersey
$14.6M +$14.3M +44,443 +4,889%
FCH
375
Freestone Capital Holdings
Washington
$14.5M +$8.89M +27,690 +158%