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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 %
DWM
351
Dakota Wealth Management
Florida
$19.7M +$1.02M +2,761 +5%
RC
352
Roundview Capital
New Jersey
$19.6M -$37.3K -101 -0.2%
SGDR
353
SPX Gestao de Recursos
Brazil
$19.5M +$19.5M +52,666 New
LWA
354
Lowe Wealth Advisors
Maryland
$19.2M +$72.8K +197 +0.4%
GFG
355
Goldstone Financial Group
Illinois
$19.1M -$740K -2,004 -4%
AWM
356
Axxcess Wealth Management
California
$19.1M +$19.1M +51,730 New
YAVAPFMC
357
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$19.1M +$19.1M +52,271 New
TCPWM
358
Traverso Chambers Private Wealth Management
California
$19.1M -$903K -2,445 -5%
AT
359
Arvest Trust
Oklahoma
$19.1M -$481K -1,253 -2%
OPW
360
Oxler Private Wealth
New York
$19M -$2.33M -6,299 -11%
RB
361
Richmond Brothers
Michigan
$18.9M -$3.99M -10,806 -17%
HI
362
Humankind Investments
New York
$18.7M
H
363
HoyleCohen
California
$18.7M -$354K -957 -2%
Mitsubishi UFJ Trust & Banking
364
Mitsubishi UFJ Trust & Banking
Japan
$18.5M +$18.5M +50,000 New
FAIM
365
Financial Advocates Investment Management
Washington
$18.5M +$1.63M +4,422 +10%
TFS
366
Thoroughbred Financial Services
Tennessee
$18.4M -$1.8M -4,860 -9%
EC
367
Estate Counselors
Wisconsin
$18.3M -$9.83M -26,605 -35%
GVAG
368
Great Valley Advisor Group
Delaware
$18.1M -$301K -816 -2%
PVI
369
Pine Valley Investments
New Jersey
$18M -$2.83M -7,639 -14%
AWA
370
Arete Wealth Advisors
Illinois
$17.8M +$4.45M +12,051 +33%
ST
371
Spinnaker Trust
Maine
$17.8M +$90.5K +245 +0.5%
BCV
372
Banque Cantonale Vaudoise
Switzerland
$17.8M -$3.87M -10,486 -18%
FCA
373
Fortis Capital Advisors
Kansas
$17.7M +$1.78M +4,817 +11%
CS
374
Comerica Securities
Michigan
$17.6M +$1.88M +5,094 +12%
SDAM
375
Shulman DeMeo Asset Management
New York
$17.6M -$498K -1,347 -3%