QQQ icon

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 %
BFEC
501
Benjamin F. Edwards & Company
Missouri
$13M -$805K -2,179 -6%
TA
502
Tactive Advisors
Florida
$12.9M -$839K -2,272 -6%
GCL
503
Gouws Capital LLC
North Carolina
$12.9M -$168K -456 -1%
MGIA
504
Moneta Group Investment Advisors
Missouri
$12.9M -$1.82M -4,938 -12%
PWP
505
Private Wealth Partners
California
$12.9M -$443K -1,199 -3%
TCA
506
Transcend Capital Advisors
New Jersey
$12.8M +$44.7K +121 +0.3%
AWM
507
Avondale Wealth Management
Texas
$12.8M -$425K -1,150 -3%
AIC
508
Archer Investment Corporation
Indiana
$12.8M +$537K +1,453 +4%
FH
509
FWG Holdings
Florida
$12.7M -$119K -316 -0.9%
PE
510
Point72 Europe
United Kingdom
$12.7M +$12.7M +34,500 New
BHWM
511
Bar Harbor Wealth Management
New Hampshire
$12.7M -$16.6K -45 -0.1%
OIA
512
OneDigital Investment Advisors
Kansas
$12.7M -$804K -2,176 -6%
CL
513
Choreo LLC
Illinois
$12.7M -$122K -330 -1%
Balyasny Asset Management
514
Balyasny Asset Management
Illinois
$12.5M +$12.5M +33,929 New
WT
515
Whittier Trust
California
$12.5M -$2.28M -6,183 -15%
KeyBank National Association
516
KeyBank National Association
Ohio
$12.5M -$328K -887 -3%
Betterment LLC
517
Betterment LLC
New York
$12.4M +$267K +724 +2%
SB
518
Simmons Bank
Arkansas
$12.4M -$556K -1,506 -4%
CFS
519
CRA Financial Services
New Jersey
$12.4M +$396K +1,073 +3%
RIA
520
Realta Investment Advisors
Delaware
$12.3M +$151K +410 +1%
TAM
521
TCP Asset Management
Ohio
$12.3M +$3.01M +8,142 +32%
AIS
522
American Investment Services
Massachusetts
$12.2M +$4.06K +11 +0%
CWA
523
Consilio Wealth Advisors
Washington
$12.1M +$272K +737 +2%
SWMG
524
Sanchez Wealth Management Group
Florida
$12.1M +$183K +496 +2%
V
525
Veritable
Delaware
$12.1M -$458K -1,241 -4%