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Invesco QQQ Trust

2,335 hedge funds and large institutions have $66B invested in Invesco QQQ Trust in 2022 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 804 increasing their positions, 976 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,335
Holders Change
+128
Holders Change %
+5.8%
% of All Funds
37.67%
Holding in Top 10
443
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.99%
% of All Funds
7.15%
New
322
Increased
804
Reduced
976
Closed
141
Calls
$96.3B
Puts
$123B
Net Calls
-$26.2B
Net Calls Change
+$11.4B
Name Holding Trade Value Shares
Change
Shares
Change %
CW
476
CreativeOne Wealth
Kansas
$9.67M +$3.49M +13,090 +56%
LFM
477
Lumina Fund Management
New York
$9.61M -$2.4M -9,000 -20%
FG
478
Foster Group
Iowa
$9.61M -$127K -478 -1%
PFG
479
Pacific Financial Group
Washington
$9.59M +$9.59M +36,023 New
BFEC
480
Benjamin F. Edwards & Company
Missouri
$9.57M +$463K +1,738 +5%
SF
481
Synovus Financial
Georgia
$9.55M -$544K -2,042 -5%
CCFM
482
Clear Creek Financial Management
Washington
$9.48M +$280K +1,051 +3%
GWMIA
483
Global Wealth Management Investment Advisory
Florida
$9.46M +$1.28M +4,806 +16%
TCA
484
Transcend Capital Advisors
New Jersey
$9.45M +$522K +1,962 +6%
LSPW
485
Lake Street Private Wealth
Illinois
$9.41M +$601K +2,257 +7%
PWP
486
Private Wealth Partners
California
$9.37M -$206K -774 -2%
AA
487
AJ Advisors
Tennessee
$9.3M +$9.3M +34,932 New
FLPIM
488
F.L. Putnam Investment Management
Massachusetts
$9.23M -$1.99M -7,463 -18%
BHWM
489
Bar Harbor Wealth Management
New Hampshire
$9.21M -$10.7K -40 -0.1%
KeyBank National Association
490
KeyBank National Association
Ohio
$9.21M -$277K -1,042 -3%
UWM
491
USAdvisors Wealth Management
Minnesota
$9.14M +$473K +1,778 +5%
BCMLT
492
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.06M +$648K +2,433 +8%
FHA
493
First Horizon Advisors
Tennessee
$8.99M -$6.04M -22,677 -40%
CFC
494
Coyle Financial Counsel
Illinois
$8.95M -$312K -1,173 -3%
FFS
495
Founders Financial Securities
Maryland
$8.94M -$2.11M -7,924 -19%
WIP
496
WealthCare Investment Partners
Rhode Island
$8.92M -$2.52M -9,465 -22%
CG
497
Colony Group
Massachusetts
$8.89M -$2.22M -8,344 -20%
WMP
498
Wealth Management Partners
Arizona
$8.79M +$799K +3,000 +10%
AIS
499
American Investment Services
Massachusetts
$8.76M +$1.15M +4,308 +15%
KPWS
500
Kestra Private Wealth Services
Texas
$8.7M +$528K +1,984 +6%