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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 %
PWAG
626
Polaris Wealth Advisory Group
California
$9.31M -$672K -1,820 -7%
PRWA
627
Platte River Wealth Advisors
Colorado
$9.26M +$72.4K +196 +0.8%
TWM
628
Tradition Wealth Management
Minnesota
$9.25M +$1.13M +3,050 +14%
NCM
629
Next Capital Management
New York
$9.23M -$236K -638 -2%
GIA
630
Gladstone Institutional Advisory
Florida
$9.15M +$4.69M +12,692 +105%
AIM
631
Allen Investment Management
New York
$9.11M
AWM
632
Activest Wealth Management
Florida
$9.09M +$25.9K +98 +0.3%
RH
633
RFG Holdings
Texas
$9.04M
CI
634
Cavalier Investments
Georgia
$8.93M +$969K +2,622 +12%
SCM
635
Stevens Capital Management
Pennsylvania
$8.86M -$7.66M -20,726 -46%
VCP
636
Verus Capital Partners
Arizona
$8.83M -$292K -790 -3%
ICG
637
InterOcean Capital Group
Tennessee
$8.82M -$2.44M -6,610 -22%
EWA
638
Evolution Wealth Advisors
Florida
$8.81M +$114K +309 +1%
LFM
639
Lumina Fund Management
New York
$8.79M -$1.18M -3,200 -12%
SSWM
640
Sheets Smith Wealth Management
North Carolina
$8.79M +$3.69K +10 +0%
EIA
641
Eldridge Investment Advisors
New Hampshire
$8.75M -$8.13K -22 -0.1%
GT
642
Glenmede Trust
Pennsylvania
$8.74M
PVH
643
Psagot Value Holdings
Israel
$8.73M -$3.81M -10,472 -30%
WJWM
644
Williams Jones Wealth Management
New York
$8.71M -$17.6M -47,653 -67%
T2I
645
Turim 21 Investimentos
Brazil
$8.71M -$319K -864 -4%
WEG
646
World Equity Group
Illinois
$8.7M -$136M -369,303 -94%
RWA
647
Redhawk Wealth Advisors
Minnesota
$8.65M +$3.03M +8,189 +54%
QPBE
648
Quintet Private Bank (Europe)
Luxembourg
$8.63M -$297K -801 -3%
SFG
649
Sovereign Financial Group
Connecticut
$8.61M +$763K +2,065 +10%
GHA
650
Granite Harbor Advisors
Texas
$8.58M +$85K +230 +1%