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Invesco QQQ Trust

2,518 hedge funds and large institutions have $83.1B invested in Invesco QQQ Trust in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,072 increasing their positions, 909 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
Holders Change %
0%
% of All Funds
40.15%
Holding in Top 10
548
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.2%
% of All Funds
8.74%
New
172
Increased
1,072
Reduced
909
Closed
139
Calls
$130B
Puts
$229B
Net Calls
-$99.5B
Net Calls Change
+$19.5B
Name Holding Trade Value Shares
Change
Shares
Change %
TIAA Trust, National Association
551
TIAA Trust, National Association
North Carolina
$10.9M +$10.9M +30,396 New
DIP
552
DT Investment Partners
Pennsylvania
$10.9M +$890K +2,483 +9%
BG
553
Bollard Group
Massachusetts
$10.8M +$1.73M +3,198 +19%
SMC
554
Smith, Moore & Co
Missouri
$10.8M +$230K +644 +2%
AFC
555
Adaptive Financial Consulting
Ohio
$10.8M +$80.6K +225 +0.8%
AWM
556
Activest Wealth Management
Florida
$10.7M -$1.59M -4,430 -13%
GA
557
GFS Advisors
Texas
$10.7M +$3.57M +9,965 +50%
SBIA
558
Sheaff Brock Investment Advisors
Indiana
$10.7M -$72.7K -203 -0.7%
RJT
559
Raymond James Trust
Florida
$10.6M +$72.4K +202 +0.7%
GWM
560
Geneos Wealth Management
Colorado
$10.6M +$673K +1,878 +7%
Verition Fund Management
561
Verition Fund Management
Connecticut
$10.6M -$5.91M -16,500 -36%
WWA
562
WCG Wealth Advisors
Nevada
$10.5M +$10.5M +29,396 New
Fifth Third Bancorp
563
Fifth Third Bancorp
Ohio
$10.5M +$162K +451 +2%
SWM
564
Spire Wealth Management
Virginia
$10.5M -$321K -897 -3%
MFG
565
Marmo Financial Group
Tennessee
$10.5M -$205K -573 -2%
HAS
566
HBW Advisory Services
California
$10.5M +$2.91M +8,136 +39%
AIM
567
Allen Investment Management
New York
$10.4M +$1.62M +4,517 +18%
WAMC
568
Western Asset Management Company
California
$10.4M
EW
569
Evoke Wealth
California
$10.4M +$5.6M +15,617 +117%
PM
570
Precept Management
Texas
$10.4M
AIP
571
Ameritas Investment Partners
Nebraska
$10.4M -$335K -936 -3%
CG
572
Colony Group
Massachusetts
$10.3M -$330K -922 -3%
RWG
573
Ratio Wealth Group
Colorado
$10.3M -$124K -345 -1%
SC
574
Savant Capital
Illinois
$10.3M +$714K +1,994 +7%
CAG
575
Curtis Advisory Group
California
$10.3M -$717 -2 -0%