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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 %
HIIFS
376
Harel Insurance Investments & Financial Services
Israel
$17.6M -$1.07M -2,904 -6%
WIM
377
Warwick Investment Management
Texas
$17.5M -$91.6K -248 -0.5%
CWA
378
Clarity Wealth Advisors
California
$17.5M +$466K +1,261 +3%
WCM
379
Washburn Capital Management
Florida
$17.5M +$4.6M +12,448 +36%
VFPI
380
Vantage Financial Partners (Illinois)
Illinois
$17.4M -$2.53M -6,840 -13%
NRI
381
NFP Retirement Inc
California
$17.4M +$844K +2,284 +5%
F4L
382
Fortune 45 LLC
Louisiana
$17.3M +$1.62M +4,392 +10%
KWM
383
KFG Wealth Management
Indiana
$17.3M -$2.97M -8,045 -15%
JWBC
384
J.W. Burns & Co
New York
$17.3M +$154K +418 +0.9%
Credit Agricole
385
Credit Agricole
France
$17.2M +$16.8M +45,511 +3,992%
OBWG
386
Onyx Bridge Wealth Group
New York
$17.2M +$16.1M +43,468 +1,452%
FVWA
387
Foster Victor Wealth Advisors
South Carolina
$17.1M -$2.51M -6,788 -13%
GG
388
GenWealth Group
New Jersey
$17.1M +$296K +802 +2%
CMA
389
Cedar Mountain Advisors
Oregon
$17M -$338K -915 -2%
Verition Fund Management
390
Verition Fund Management
Connecticut
$17M -$2.71M -7,336 -14%
KPWS
391
Kestra Private Wealth Services
Texas
$16.9M +$2.98M +8,057 +21%
EGA
392
Eagle Global Advisors
Texas
$16.8M -$1.84M -4,975 -10%
ECML
393
Eagle Capital Management (Louisiana)
Louisiana
$16.8M +$10.7M +28,990 +175%
PFG
394
Pacific Financial Group
Washington
$16.8M +$3.42M +9,261 +26%
IAS
395
Investment Advisory Services
Texas
$16.5M +$5.69M +15,408 +53%
AAS
396
Asset Allocation Strategies
Michigan
$16.4M +$13M +35,095 +381%
OLVIG
397
Oliver Lagore Vanvalin Investment Group
Michigan
$16.3M +$445K +1,205 +3%
UWM
398
USAdvisors Wealth Management
Minnesota
$16.3M +$3.16M +8,547 +24%
PIN
399
Prudent Investors Network
California
$16.3M -$538K -1,455 -3%
KIA
400
KCM Investment Advisors
California
$16.2M -$1.68M -4,544 -9%