QQQ icon

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 %
GKWIM
601
Gerber Kawasaki Wealth & Investment Management
California
$9.57M -$233K -651 -2%
BWP
602
Bernardo Wealth Planning
Pennsylvania
$9.57M +$242K +675 +3%
AS
603
Akuna Securities
Illinois
$9.53M +$7.42M +20,698 +351%
Financial Engines Advisors
604
Financial Engines Advisors
California
$9.53M -$921K -2,567 -9%
TWM
605
Tradition Wealth Management
Minnesota
$9.48M +$509K +1,420 +6%
DGAM
606
Desjardins Global Asset Management
Quebec, Canada
$9.46M -$1.7M -4,758 -15%
WAM
607
WealthTrust Asset Management
Florida
$9.45M +$5.76M +16,067 +156%
OLVIG
608
Oliver Lagore Vanvalin Investment Group
Michigan
$9.43M -$6.42M -17,915 -40%
CC
609
Claybrook Capital
Massachusetts
$9.33M +$11.5K +32 +0.1%
SVWAG
610
Sound View Wealth Advisors Group
Georgia
$9.32M +$1.47M +4,092 +19%
AWM
611
Affinity Wealth Management
Delaware
$9.29M +$8.96K +25 +0.1%
VCP
612
Verus Capital Partners
Arizona
$9.25M +$692K +1,932 +8%
SIA
613
Soltis Investment Advisors
Utah
$9.24M -$5.2M -14,506 -36%
VBFG
614
Vishria Bird Financial Group
Tennessee
$9.22M -$717 -2 -0%
AFP
615
Ausdal Financial Partners
Iowa
$9.21M -$29.4K -82 -0.3%
WAM
616
Weiss Asset Management
Massachusetts
$9.2M -$30.1M -83,985 -77%
SAS
617
SMI Advisory Services
Indiana
$9.18M +$9.18M +24,256 New
KL
618
KilterHowling LLC
Colorado
$9.16M +$125K +350 +1%
BFG
619
Baron Financial Group
New Jersey
$9.16M -$83.1K -232 -0.9%
KCM
620
KM Capital Management
Texas
$9.15M +$38.3K +107 +0.4%
CFA
621
Camarda Financial Advisors
Florida
$9.12M -$83.5K -233 -0.9%
TWA
622
Tandem Wealth Advisors
Arizona
$9.12M -$27.2K -76 -0.3%
HNB
623
Huntington National Bank
Ohio
$9.11M -$9.42M
GIA
624
Gladstone Institutional Advisory
Florida
$9.07M +$201K +562 +2%
CFS
625
Commonwealth Financial Services
West Virginia
$9.03M +$9.03M +25,210 New