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Invesco QQQ Trust

3,293 hedge funds and large institutions have $109B invested in Invesco QQQ Trust in 2025 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 1,384 increasing their positions, 1,283 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,293
Holders Change
-73
Holders Change %
-2.17%
% of All Funds
44.73%
Holding in Top 10
687
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-7.04%
% of All Funds
9.33%
New
198
Increased
1,384
Reduced
1,283
Closed
195
Calls
$122B
Puts
$213B
Net Calls
-$91B
Net Calls Change
-$3.88B
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
526
Schnieders Capital Management
California
$17.8M -$469 -1 -0%
SIG
527
Stonegate Investment Group
Alabama
$17.7M +$272K +581 +2%
FHA
528
First Horizon Advisors
Tennessee
$17.7M +$1.62M +3,452 +10%
WHG
529
Westwood Holdings Group
Texas
$17.6M -$286K -609 -2%
SA
530
SAM Advisors
California
$17.6M -$302K -645 -2%
LSPW
531
Lake Street Private Wealth
Illinois
$17.5M +$102K +218 +0.6%
RSWM
532
Robertson Stephens Wealth Management
California
$17.5M -$254K -540 -1%
MCM
533
Magnolia Capital Management
New York
$17.5M -$781K -1,665 -4%
OWP
534
Obermeyer Wealth Partners
Colorado
$17.5M +$605K +1,291 +4%
CS
535
Clear Street
New York
$17.4M +$17.4M +37,145 New
DBIA
536
Dumont & Blake Investment Advisors
New Jersey
$17.4M -$165K -352 -0.9%
TAM
537
Townsend Asset Management
North Carolina
$17.3M -$663K -1,414 -4%
UBS AM
538
UBS AM
Illinois
$17.2M -$73.6M -156,951 -81%
SWM
539
Spire Wealth Management
Virginia
$17.2M +$1.62M +3,456 +10%
TCA
540
Transcend Capital Advisors
New Jersey
$17.2M +$653K +1,392 +4%
TWM
541
Trinity Wealth Management
Pennsylvania
$17.2M -$115K -245 -0.7%
RWI
542
Red Wave Investments
Pennsylvania
$17.2M -$543K -1,159 -3%
SWA
543
Stratos Wealth Advisors
Ohio
$17.2M +$935K +1,993 +6%
VWM
544
Vivid Wealth Management
Iowa
$17.2M -$369K -786 -2%
IAS
545
Insigneo Advisory Services
Florida
$17.1M +$2.3M +4,908 +16%
WMP
546
Wealth Management Partners
Arizona
$17.1M +$160K +342 +0.9%
CWM
547
Cornerstone Wealth Management
Missouri
$16.9M -$42.7K -91 -0.3%
ATPW
548
Ashton Thomas Private Wealth
Arizona
$16.8M -$146K -311 -0.9%
BW
549
BostonPremier Wealth
Massachusetts
$16.8M +$1.78M +3,799 +12%
FG
550
Foster Group
Iowa
$16.8M -$27.7K -59 -0.2%