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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 %
ECM
476
Evergreen Capital Management
Washington
$11.4M +$1.12M +3,476 +11%
UWM
477
USAdvisors Wealth Management
Minnesota
$11.4M +$378K +1,178 +3%
IFWM
478
Institute for Wealth Management
Colorado
$11.4M +$3.85M +12,009 +51%
SCM
479
Schnieders Capital Management
California
$11.4M +$1.03M +3,211 +10%
GCL
480
Gouws Capital LLC
North Carolina
$11.4M -$340K -1,060 -3%
GWMIA
481
Global Wealth Management Investment Advisory
Florida
$11.4M -$51.3K -160 -0.5%
WMP
482
Wealth Management Partners
Arizona
$11.3M +$712K +2,220 +7%
TI
483
Tidal Investments
Wisconsin
$11.3M +$9.69M +30,196 +606%
SB
484
Simmons Bank
Arkansas
$11.2M -$1.02M -3,165 -8%
IMOV
485
Investment Management of Virginia
Virginia
$11.2M -$483K -1,505 -4%
WCM
486
Washburn Capital Management
Florida
$11.2M +$2.06M +6,413 +23%
KeyBank National Association
487
KeyBank National Association
Ohio
$11.1M +$29.5K +92 +0.3%
TCA
488
Transcend Capital Advisors
New Jersey
$11.1M -$271K -845 -2%
CG
489
Cutler Group
California
$11.1M -$14.1M -43,815 -56%
CL
490
Choreo LLC
Illinois
$11.1M +$10.5M +32,572 +1,641%
BHWM
491
Bar Harbor Wealth Management
New Hampshire
$11.1M -$24.7K -77 -0.2%
FH
492
FWG Holdings
Florida
$11M -$5.91M -18,418 -35%
PWS
493
Paragon Wealth Strategies
Florida
$11M +$10.9M +33,941 +10,673%
WIM
494
Westside Investment Management
California
$11M +$343K +1,069 +3%
JF
495
Joule Financial
Kentucky
$10.9M -$934K -2,911 -8%
V
496
Veritable
Delaware
$10.9M -$971K -3,025 -8%
AFAS
497
Acorn Financial Advisory Services
Virginia
$10.9M +$665K +2,071 +7%
AWM
498
Activest Wealth Management
Florida
$10.9M +$10.9M +34,296 New
USCWA
499
U.S. Capital Wealth Advisors
Texas
$10.9M +$605K +1,884 +6%
FLPIM
500
F.L. Putnam Investment Management
Massachusetts
$10.8M -$287K -894 -3%