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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 %
SWM
551
Spire Wealth Management
Virginia
$11.2M +$252K +683 +2%
WAS
552
Winch Advisory Services
Wisconsin
$11.2M +$38.4K +104 +0.3%
SHFP
553
Second Half Financial Partners
Florida
$11.1M +$7.74M +20,953 +228%
SBIA
554
Sheaff Brock Investment Advisors
Indiana
$11.1M +$60.6K +164 +0.6%
LB
555
Leo Brokerage
Texas
$11.1M +$95.6K +259 +0.9%
AIP
556
Ameritas Investment Partners
Nebraska
$11M +$65.4K +177 +0.6%
AFC
557
Adaptive Financial Consulting
Ohio
$11M -$2.81M -7,593 -20%
MFG
558
Marmo Financial Group
Tennessee
$11M -$965K -2,611 -8%
FHA
559
First Horizon Advisors
Tennessee
$11M -$673K -1,821 -6%
CG
560
Colony Group
Massachusetts
$11M -$79.8K -216 -0.7%
SMC
561
Smith, Moore & Co
Missouri
$10.9M +$3.92M +10,640 +56%
SG
562
StoneX Group
New York
$10.9M +$3.31M +8,943 +43%
MG
563
Mather Group
Illinois
$10.9M +$10.9M +29,526 New
PWM
564
Peterson Wealth Management
Nevada
$10.9M +$1.65M +4,453 +18%
RJT
565
Raymond James Trust
Florida
$10.9M -$2.52M -6,828 -19%
Financial Engines Advisors
566
Financial Engines Advisors
California
$10.8M -$1.16M -3,139 -10%
WAMC
567
Western Asset Management Company
California
$10.8M
RWG
568
Ratio Wealth Group
Colorado
$10.8M +$10.8M +29,129 New
PM
569
Precept Management
Texas
$10.7M
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$10.7M -$718K -1,943 -6%
DIP
571
DT Investment Partners
Pennsylvania
$10.7M +$286K +746 +3%
LP
572
LGL Partners
Pennsylvania
$10.6M +$1.7M +4,602 +19%
CAG
573
Curtis Advisory Group
California
$10.6M +$298K +806 +3%
3F
574
360 Financial
Minnesota
$10.6M +$392K +1,060 +4%
BMC
575
Benin Management Corp
Connecticut
$10.5M +$20.3K +55 +0.2%