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Invesco QQQ Trust

3,561 hedge funds and large institutions have $138B invested in Invesco QQQ Trust in 2025 Q3 according to their latest regulatory filings, with 254 funds opening new positions, 1,539 increasing their positions, 1,271 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 254 | Existing positions closed: 112

21% more repeat investments, than reductions

Existing positions increased: 1,539 | Existing positions reduced: 1,271

10% more capital invested

Capital invested by funds: $126B → $138B (+$12.5B)

2% more funds holding

Funds holding: 3,4823,561 (+79)

0.17% more ownership

Funds ownership: 36.57%36.74% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 775775 (0)

37% less call options, than puts

Call options by funds: $172B | Put options by funds: $273B

Holders
3,561
Holders Change
+79
Holders Change %
+2.27%
% of All Funds
46.74%
Holding in Top 10
775
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
10.17%
New
254
Increased
1,539
Reduced
1,271
Closed
112
Calls
$172B
Puts
$273B
Net Calls
-$101B
Net Calls Change
-$47B
Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Calton & Associates
Florida
$35.3M +$511K +892 +2%
KIA
402
KCM Investment Advisors
California
$35.1M -$445K -777 -1%
CWM
403
Connecticut Wealth Management
Connecticut
$35.1M +$25.2K +44 +0.1%
NCMW
404
Northern Capital Management (Washington)
Washington
$34.8M +$101K +177 +0.3%
HAS
405
HBW Advisory Services
California
$34.7M +$109K +191 +0.3%
CF
406
Centaurus Financial
California
$34.6M +$2.58M +4,512 +9%
DFA
407
DHJJ Financial Advisors
Illinois
$34.3M +$164K +287 +0.5%
EF
408
Empowered Funds
Pennsylvania
$34.2M +$27.6M +48,281 +552%
CM
409
Cercano Management
Washington
$34.2M -$10.4M -18,115 -24%
SA
410
Strategic Advocates
Utah
$34M +$1.21M +2,105 +4%
TA
411
TCM Advisors
West Virginia
$34M
RC
412
Roundview Capital
New Jersey
$33.7M +$187K +326 +0.6%
TI
413
Tidal Investments
Wisconsin
$33.7M +$3.24M +5,666 +11%
BEI
414
Benjamin Edwards Inc
Missouri
$33.6M +$803K +1,402 +3%
NWM
415
NRI Wealth Management
California
$33.6M -$2.09M -3,643 -6%
Neuberger Berman Group
416
Neuberger Berman Group
New York
$33.5M +$1.62M +2,835 +5%
CFS
417
Commonwealth Financial Services
West Virginia
$33.4M +$1.02M +1,787 +3%
TAM
418
TCP Asset Management
Ohio
$33.2M -$628K -1,097 -2%
KWA
419
Kingswood Wealth Advisors
California
$33.1M +$5.05M +8,823 +19%
CG
420
Caprock Group
Idaho
$33.1M +$33.2M +57,986 New
IAIM
421
International Assets Investment Management
Florida
$32.9M
CWM
422
Circle Wealth Management
New Jersey
$32.8M +$4.9M +8,554 +19%
CWA
423
Clarity Wealth Advisors
California
$32.8M +$131K +229 +0.4%
CI
424
Chartist Inc
California
$32.8M +$31.3M +54,595 New
PVAMC
425
PPS&V Asset Management Consultants
Michigan
$32.5M +$101K +177 +0.3%