We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

3,561 hedge funds and large institutions have $138B invested in Invesco QQQ Trust in 2025 Q3 according to their latest regulatory filings, with 254 funds opening new positions, 1,539 increasing their positions, 1,271 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 254 | Existing positions closed: 112

21% more repeat investments, than reductions

Existing positions increased: 1,539 | Existing positions reduced: 1,271

10% more capital invested

Capital invested by funds: $126B → $138B (+$12.4B)

2% more funds holding

Funds holding: 3,4833,561 (+78)

0.16% more ownership

Funds ownership: 36.58%36.74% (+0.16%)

0% less funds holding in top 10

Funds holding in top 10: 776775 (-1)

37% less call options, than puts

Call options by funds: $172B | Put options by funds: $273B

Holders
3,561
Holders Change
+78
Holders Change %
+2.24%
% of All Funds
46.74%
Holding in Top 10
775
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.13%
% of All Funds
10.17%
New
254
Increased
1,539
Reduced
1,271
Closed
112
Calls
$172B
Puts
$273B
Net Calls
-$101B
Net Calls Change
-$47B
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
501
Antonelli Financial Advisors
Michigan
$26.6M -$793K -1,384 -3%
AWA
502
Amplius Wealth Advisors
Pennsylvania
$26.5M -$15.7M -27,345 -38%
LWA
503
Lowe Wealth Advisors
Maryland
$26.5M -$216K -377 -0.8%
MC
504
MIG Capital
California
$26.4M -$15.4M -26,893 -38%
CPWA
505
Cerro Pacific Wealth Advisors
California
$26.4M -$988K -1,726 -4%
PS
506
Principal Securities
Iowa
$26.3M +$858K +1,498 +4%
DFA
507
Davies Financial Advisors
California
$26.3M -$2.08M -3,641 -8%
SDAM
508
Shulman DeMeo Asset Management
New York
$26.2M -$41.2K -72 -0.2%
SWA
509
Stratos Wealth Advisors
Ohio
$26.1M +$1.13M +1,969 +5%
CFC
510
Coyle Financial Counsel
Illinois
$26.1M +$1.17M +2,035 +5%
SSG
511
Summit Securities Group
New York
$26.1M -$5.98M -10,441 -19%
BWG
512
Balanced Wealth Group
Ohio
$26M +$76.2K +133 +0.3%
RPGK
513
Retirement Planning Group (Kansas)
Kansas
$26M +$2.7M +4,708 +12%
FG
514
Foster Group
Iowa
$25.9M +$6.87K +12 +0%
PIC
515
Platt Investment Counsel
Florida
$25.9M +$2.36M +4,119 +11%
EGA
516
Eagle Global Advisors
Texas
$25.9M -$337K -589 -1%
Allianz Asset Management
517
Allianz Asset Management
Germany
$25.9M -$27.5M -48,110 -53%
AF
518
Ally Financial
Michigan
$25.8M +$13.7M +24,000 +126%
PRS
519
Pinkerton Retirement Specialists
Idaho
$25.7M -$6.26M -10,926 -20%
HH
520
Hilltop Holdings
Texas
$25.7M +$12.8M +22,305 +109%
TA
521
TruWealth Advisors
Louisiana
$25.6M -$143K -250 -0.6%
C
522
Certuity
Florida
$25.6M +$957K +1,672 +4%
MSAM
523
Moloney Securities Asset Management
Missouri
$25.5M +$7.15M +12,493 +42%
PIN
524
Prudent Investors Network
California
$25.5M +$180K +314 +0.7%
KL
525
KilterHowling LLC
Colorado
$25.4M +$190K +331 +0.8%