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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 %
TA
451
Tactive Advisors
Florida
$11.9M +$11.3M +35,162 +1,707%
MFS
452
Madrona Financial Services
Washington
$11.9M -$527K -1,643 -4%
NL
453
NWAM LLC
Washington
$11.9M -$6.79M -21,147 -36%
AA
454
AJ Advisors
Tennessee
$11.9M +$657K +2,047 +6%
IIA
455
IPG Investment Advisors
California
$11.9M +$5.16M +16,054 +77%
SMFG
456
Sumitomo Mitsui Financial Group
Japan
$11.8M -$745K -2,322 -6%
LW
457
Lauer Wealth
Indiana
$11.8M +$11.8M +37,147 New
CWM
458
Circle Wealth Management
New Jersey
$11.8M -$55.8K -174 -0.5%
OIA
459
OneDigital Investment Advisors
Kansas
$11.7M -$7.01M -21,841 -37%
TAM
460
Tucker Asset Management
Colorado
$11.7M +$10.3M +32,003 +696%
Bessemer Group
461
Bessemer Group
New Jersey
$11.7M -$1.81M -5,638 -13%
RIG
462
Ramiah Investment Group
Wisconsin
$11.7M +$11.7M +36,461 New
TAM
463
Townsend Asset Management
North Carolina
$11.7M +$3.98M +12,412 +52%
RJT
464
Raymond James Trust
Florida
$11.7M -$4.49K -14 -0%
AWA
465
Arete Wealth Advisors
Illinois
$11.6M +$3.41M +10,614 +41%
PFG
466
Pacific Financial Group
Washington
$11.6M +$66.1K +206 +0.6%
CCWM
467
Cassaday & Co Wealth Management
Virginia
$11.6M -$29.6M -92,203 -72%
GWM
468
Greenwich Wealth Management
Connecticut
$11.6M -$327K -1,019 -3%
PWP
469
Private Wealth Partners
California
$11.6M +$268K +836 +2%
FG
470
Foster Group
Iowa
$11.6M -$24.1K -75 -0.2%
LSPW
471
Lake Street Private Wealth
Illinois
$11.5M +$206K +643 +2%
AWM
472
Avondale Wealth Management
Texas
$11.5M -$317K -989 -3%
WEG
473
World Equity Group
Illinois
$11.5M +$10.7M +365,879 +1,356%
CFC
474
Client First Capital
California
$11.4M -$1.18M -3,669 -9%
CW
475
CreativeOne Wealth
Kansas
$11.4M -$217K -676 -2%