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Invesco QQQ Trust

2,518 hedge funds and large institutions have $83.1B invested in Invesco QQQ Trust in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,072 increasing their positions, 909 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
Holders Change %
0%
% of All Funds
40.15%
Holding in Top 10
548
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.2%
% of All Funds
8.74%
New
172
Increased
1,072
Reduced
909
Closed
139
Calls
$130B
Puts
$229B
Net Calls
-$99.5B
Net Calls Change
+$19.5B
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
476
Insigneo Advisory Services
Florida
$13.4M +$771K +2,148 +6%
TAM
477
Townsend Asset Management
North Carolina
$13.3M -$141K -394 -1%
SPWG
478
Syntegra Private Wealth Group
Missouri
$13.3M -$390K -1,089 -3%
HTC
479
Haverford Trust Company
Pennsylvania
$13.3M +$187K +523 +1%
AIC
480
Archer Investment Corporation
Indiana
$13.3M +$857K +2,393 +7%
CB
481
Commerce Bank
Missouri
$13.2M -$603K -1,682 -4%
MBTD
482
Mechanics Bank - Trust Department
California
$13.2M -$86.3K -241 -0.6%
SW
483
SVB Wealth
Massachusetts
$13.2M +$493K +1,377 +4%
SCM
484
Schnieders Capital Management
California
$13.2M -$448K -1,250 -3%
FLPIM
485
F.L. Putnam Investment Management
Massachusetts
$13.1M +$1.39M +3,867 +12%
BSW
486
Buckingham Strategic Wealth
Missouri
$13M -$553K -1,543 -4%
OIA
487
OneDigital Investment Advisors
Kansas
$13M +$714K +1,992 +6%
IFWM
488
Institute for Wealth Management
Colorado
$13M +$199K +555 +2%
DC
489
Darrow Company
Massachusetts
$13M -$1.04M -2,890 -7%
WWM
490
WJ Wealth Management
Arizona
$13M +$380K +1,060 +3%
GWM
491
Greenwich Wealth Management
Connecticut
$13M -$262K -732 -2%
DCM
492
Dimension Capital Management
Florida
$13M -$854K -2,384 -6%
TC
493
TownSquare Capital
Utah
$13M +$13M +36,267 New
AFAS
494
Acorn Financial Advisory Services
Virginia
$13M +$270K +751 +2%
WA
495
Waverly Advisors
Alabama
$12.9M +$12.9K +36 +0.1%
Bessemer Group
496
Bessemer Group
New Jersey
$12.9M -$374K -1,045 -3%
DOA
497
D'Orazio & Associates
Virginia
$12.9M -$1.05M -2,934 -8%
BFEC
498
Benjamin F. Edwards & Company
Missouri
$12.8M +$220K +615 +2%
CFC
499
Client First Capital
California
$12.8M
TCA
500
Transcend Capital Advisors
New Jersey
$12.7M +$268K +748 +2%