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Invesco QQQ Trust

2,434 hedge funds and large institutions have $73B invested in Invesco QQQ Trust in 2023 Q1 according to their latest regulatory filings, with 276 funds opening new positions, 877 increasing their positions, 956 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,434
Holders Change
+99
Holders Change %
+4.24%
% of All Funds
38.96%
Holding in Top 10
508
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+14.67%
% of All Funds
8.13%
New
276
Increased
877
Reduced
956
Closed
126
Calls
$122B
Puts
$209B
Net Calls
-$87.5B
Net Calls Change
-$61.3B
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
551
BlueCrest Capital Management
Jersey
$9.24M -$39.4M -122,840 -81%
CAC
552
Certified Advisory Corp
Florida
$9.19M +$436K +1,357 +5%
RWPA
553
Richard W. Paul & Associates
Michigan
$9.18M -$289K -900 -3%
RFS
554
Retirement Financial Solutions
Tennessee
$9.11M +$729K +2,271 +9%
BMC
555
Benin Management Corp
Connecticut
$9.09M
BWP
556
Bernardo Wealth Planning
Pennsylvania
$9.08M +$143K +447 +2%
RH
557
RFG Holdings
Texas
$9.04M +$9.04M +28,176 New
PFO
558
Pathstone Family Office
New Jersey
$9M -$5.8M -18,086 -39%
CAG
559
Curtis Advisory Group
California
$8.96M +$669K +2,084 +8%
SOS
560
Silver Oak Securities
Tennessee
$8.86M -$616K -1,919 -6%
SSW
561
Smith Shellnut Wilson
Mississippi
$8.85M -$68K -212 -0.8%
3F
562
360 Financial
Minnesota
$8.85M -$66.1K -206 -0.7%
SAM
563
Simplify Asset Management
Nevada
$8.84M -$3.05M -9,490 -26%
ZIMP
564
Zimmermann Investment Management & Planning
Pennsylvania
$8.82M -$4.26M -13,266 -33%
TF
565
TIAA FSB
Florida
$8.79M -$43.6K -136 -0.5%
AIS
566
American Investment Services
Massachusetts
$8.76M
DIP
567
DT Investment Partners
Pennsylvania
$8.75M
GT
568
Glenmede Trust
Pennsylvania
$8.74M +$157K +490 +2%
FNWM
569
Financial Network Wealth Management
Utah
$8.73M +$488K +1,520 +6%
GKWIM
570
Gerber Kawasaki Wealth & Investment Management
California
$8.72M +$87K +271 +1%
AWM
571
Avior Wealth Management
Nebraska
$8.7M -$464K -1,447 -5%
SIG
572
Stonegate Investment Group
Alabama
$8.7M +$843K +2,626 +11%
PWAG
573
Polaris Wealth Advisory Group
California
$8.68M +$8.22M +25,611 +1,800%
LFM
574
Lumina Fund Management
New York
$8.67M -$2.92M -9,100 -25%
PA
575
Prism Advisors
California
$8.65M -$412K -1,283 -5%