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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 %
BJL
601
Brighton Jones LLC
Washington
$9.76M +$1.34M +3,636 +16%
SFG
602
StrategIQ Financial Group
Indiana
$9.73M -$181K -490 -2%
CBFP
603
Cedar Brook Financial Partners
Ohio
$9.72M +$30.3K +82 +0.3%
EWM
604
Executive Wealth Management
Michigan
$9.7M +$6.54M +17,697 +207%
HP
605
Hyperion Partners
Pennsylvania
$9.63M +$376K +1,019 +4%
EW
606
Enzi Wealth
Texas
$9.63M -$2.82M -7,428 -23%
BWP
607
Bernardo Wealth Planning
Pennsylvania
$9.62M -$834K -2,257 -8%
CC
608
Claybrook Capital
Massachusetts
$9.61M -$23.6K -64 -0.2%
PA
609
Prism Advisors
California
$9.59M -$367K -993 -4%
FA
610
Flagstar Advisors
New York
$9.58M -$1.4M -3,789 -13%
AWM
611
Affinity Wealth Management
Delaware
$9.57M +$181K +489 +2%
FAG
612
Financial Advisory Group
Texas
$9.55M -$265K -716 -3%
LSAG
613
Lake Street Advisors Group
New Hampshire
$9.54M +$5.91K +16 +0.1%
BFG
614
Baron Financial Group
New Jersey
$9.53M +$40.3K +109 +0.4%
PFA
615
Pinnacle Family Advisors
Missouri
$9.53M +$48.8K +132 +0.5%
AFP
616
Ausdal Financial Partners
Iowa
$9.53M -$1.11M -3,015 -10%
VBFG
617
Vishria Bird Financial Group
Tennessee
$9.51M -$13.3K -36 -0.1%
CFA
618
Camarda Financial Advisors
Florida
$9.49M -$8.26M -22,360 -47%
CWA
619
CJM Wealth Advisers
Virginia
$9.44M +$8.99M +24,341 +2,015%
VWA
620
V Wealth Advisors
Kansas
$9.42M -$4.52M -12,243 -32%
HNB
621
Huntington National Bank
Ohio
$9.42M -$7.71M
TWA
622
Tandem Wealth Advisors
Arizona
$9.41M -$485K -1,315 -5%
KCM
623
KM Capital Management
Texas
$9.4M +$9.4M +25,436 New
EFI
624
EHP Funds Inc
Canada
$9.38M +$5.65M +15,300 +151%
KL
625
KilterHowling LLC
Colorado
$9.32M +$87.9K +238 +1%