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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 %
FAIM
501
Financial Advocates Investment Management
Washington
$8.64M -$4.46M -15,468 -34%
SWIG
502
Strategic Wealth Investment Group
Kentucky
$8.63M +$725K +2,610 +9%
JIC
503
Johnson Investment Counsel
Ohio
$8.63M -$25.6K -96 -0.3%
CFS
504
CRA Financial Services
New Jersey
$8.62M -$322K -1,210 -4%
SWMG
505
Sanchez Wealth Management Group
Florida
$8.62M -$8.36M -31,398 -49%
SCM
506
Schnieders Capital Management
California
$8.59M +$1.3M +4,892 +18%
JF
507
JSF Financial
California
$8.58M +$2.44M +9,157 +40%
Fifth Third Bancorp
508
Fifth Third Bancorp
Ohio
$8.56M -$533 -2 -0%
AAS
509
Asset Allocation Strategies
Michigan
$8.56M +$8.56M +32,135 New
SIA
510
Soltis Investment Advisors
Utah
$8.55M +$8.55M +32,102 New
ECM
511
Evergreen Capital Management
Washington
$8.55M +$3.18M +11,927 +59%
XS
512
XR Securities
Illinois
$8.54M +$4.17M +15,670 +95%
RIA
513
Realta Investment Advisors
Delaware
$8.53M +$895K +3,360 +12%
MIA
514
MMBG Investment Advisors
Florida
$8.52M -$192K -720 -2%
PIC
515
Platt Investment Counsel
Florida
$8.51M +$114K +427 +1%
FCMT
516
Founders Capital Management (Texas)
Texas
$8.51M -$77.2K -290 -0.9%
USCWA
517
U.S. Capital Wealth Advisors
Texas
$8.5M +$1.49M +5,602 +21%
BOC
518
Bull Oak Capital
California
$8.46M +$8.46M +31,754 New
AFAS
519
Acorn Financial Advisory Services
Virginia
$8.45M -$328K -1,231 -4%
KDA
520
Kraft Davis & Associates
Missouri
$8.44M +$8.44M +27,596 New
Financial Engines Advisors
521
Financial Engines Advisors
California
$8.39M -$3.04M -11,421 -27%
Betterment LLC
522
Betterment LLC
New York
$8.38M +$1.3M +4,870 +18%
SPM
523
Symmetry Peak Management
Pennsylvania
$8.32M +$7.36M +27,650 +768%
KCM
524
KM Capital Management
Texas
$8.32M +$8.32M +31,248 New
TWA
525
Tandem Wealth Advisors
Arizona
$8.31M +$8.31M +31,194 New