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Invesco QQQ Trust

2,518 hedge funds and large institutions have $83.1B invested in Invesco QQQ Trust in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,072 increasing their positions, 909 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
Holders Change %
0%
% of All Funds
40.15%
Holding in Top 10
548
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.2%
% of All Funds
8.74%
New
172
Increased
1,072
Reduced
909
Closed
139
Calls
$130B
Puts
$229B
Net Calls
-$99.5B
Net Calls Change
+$19.5B
Name Holding Trade Value Shares
Change
Shares
Change %
FVWA
401
Foster Victor Wealth Advisors
South Carolina
$16.1M -$726K -1,990 -4%
IHL
402
Investment House LLC
California
$16.1M +$16.1M +45,000 New
SG
403
StoneX Group
New York
$16.1M +$5.5M +15,346 +52%
PCH
404
PGIM Custom Harvest
New Jersey
$16M +$1.18M +3,300 +8%
BCMLT
405
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.6M
KWM
406
KFG Wealth Management
Indiana
$15.6M -$1.21M -3,380 -7%
ZIMP
407
Zimmermann Investment Management & Planning
Pennsylvania
$15.5M +$4.55M +12,697 +41%
WIP
408
WealthCare Investment Partners
Rhode Island
$15.5M +$349K +967 +2%
SMFG
409
Sumitomo Mitsui Financial Group
Japan
$15.4M +$4M +11,167 +35%
SCM
410
SOL Capital Management
Maryland
$15.4M -$109K -303 -0.7%
SF
411
Synovus Financial
Georgia
$15.4M +$380K +1,059 +3%
BFP
412
Beacon Financial Planning
Massachusetts
$15.3M +$109K +304 +0.7%
LSERS
413
Louisiana State Employees Retirement System
Louisiana
$15.3M +$1M +2,800 +7%
PWMAG
414
Pinnacle Wealth Management Advisory Group
New Jersey
$15.3M -$274K -765 -2%
OAM
415
Oppenheimer Asset Management
New York
$15.2M -$348K -972 -2%
CANY
416
Caxton Associates (New York)
New York
$15.2M +$15.2M +42,500 New
BZWA
417
Blue Zone Wealth Advisors
California
$15.2M -$301K -840 -2%
MFS
418
Madrona Financial Services
Washington
$15.2M +$1.16M +3,248 +8%
VFA
419
Valeo Financial Advisors
Indiana
$15.1M +$5.38M +15,020 +55%
PIC
420
Platt Investment Counsel
Florida
$15M -$110K -307 -0.7%
EIP
421
Ellis Investment Partners
Pennsylvania
$15M -$219K -612 -1%
PCWA
422
Pacific Capital Wealth Advisors
California
$14.9M +$58K +162 +0.4%
PA
423
Parallel Advisors
California
$14.9M -$282K -787 -2%
CAC
424
Certified Advisory Corp
Florida
$14.9M +$1.43M +3,980 +11%
NMG
425
New Millennium Group
Utah
$14.9M -$321K -895 -2%