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Invesco QQQ Trust

2,518 hedge funds and large institutions have $86.9B invested in Invesco QQQ Trust in 2023 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 982 increasing their positions, 974 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
+84
Holders Change %
+3.45%
% of All Funds
39.71%
Holding in Top 10
572
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+12.6%
% of All Funds
9.02%
New
229
Increased
982
Reduced
974
Closed
122
Calls
$119B
Puts
$238B
Net Calls
-$119B
Net Calls Change
-$31.5B
Name Holding Trade Value Shares
Change
Shares
Change %
AA
476
AJ Advisors
Tennessee
$13.8M +$120K +326 +0.9%
AIM
477
Anchor Investment Management
South Carolina
$13.8M -$782K -2,117 -5%
JIC
478
Johnson Investment Counsel
Ohio
$13.7M +$2.19M +5,920 +19%
MBTD
479
Mechanics Bank - Trust Department
California
$13.7M -$728K -1,972 -5%
Bessemer Group
480
Bessemer Group
New Jersey
$13.7M +$199K +540 +1%
GWM
481
Greenwich Wealth Management
Connecticut
$13.7M +$344K +930 +3%
WMP
482
Wealth Management Partners
Arizona
$13.6M +$603K +1,633 +5%
HTC
483
Haverford Trust Company
Pennsylvania
$13.5M -$1.21M -3,275 -8%
CWM
484
Circle Wealth Management
New Jersey
$13.4M -$98.3K -266 -0.7%
CCWM
485
Cassaday & Co Wealth Management
Virginia
$13.3M -$33.2K -90 -0.2%
FG
486
Foster Group
Iowa
$13.3M +$7.76K +21 +0.1%
WA
487
Waverly Advisors
Alabama
$13.3M +$5.81M +15,738 +78%
LSPW
488
Lake Street Private Wealth
Illinois
$13.3M -$42.5K -115 -0.3%
IFWM
489
Institute for Wealth Management
Colorado
$13.2M +$119K +323 +0.9%
SWIG
490
Strategic Wealth Investment Group
Kentucky
$13.2M +$13.2M +35,743 New
FIA
491
Foundations Investment Advisors
Arizona
$13.2M +$1.49M +4,045 +13%
CFC
492
Client First Capital
California
$13.2M -$10.7K -29 -0.1%
ECM
493
Evergreen Capital Management
Washington
$13.2M +$14.4K +39 +0.1%
TWM
494
Triton Wealth Management
Arizona
$13.2M +$77.2K +206 +0.6%
SW
495
SVB Wealth
Massachusetts
$13.1M -$5.15M -13,935 -28%
AFAS
496
Acorn Financial Advisory Services
Virginia
$13.1M +$576K +1,558 +5%
GG
497
Greenwood Gearhart
Arkansas
$13.1M -$7.51M -20,319 -37%
WWM
498
WJ Wealth Management
Arizona
$13M +$4.9M +13,271 +60%
SL
499
Systelligence LLC
Minnesota
$13M +$6.67M +18,045 +105%
IAS
500
Insigneo Advisory Services
Florida
$13M +$3.74M +10,100 +40%