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Invesco QQQ Trust

2,434 hedge funds and large institutions have $73B invested in Invesco QQQ Trust in 2023 Q1 according to their latest regulatory filings, with 276 funds opening new positions, 877 increasing their positions, 956 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,434
Holders Change
+99
Holders Change %
+4.24%
% of All Funds
38.96%
Holding in Top 10
508
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+14.67%
% of All Funds
8.13%
New
276
Increased
877
Reduced
956
Closed
126
Calls
$122B
Puts
$209B
Net Calls
-$87.5B
Net Calls Change
-$61.3B
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
676
TRUE Private Wealth Advisors
Oregon
$6.54M +$3.63M +11,301 +125%
SPW
677
Surience Private Wealth
Washington
$6.53M -$3.28M -10,216 -33%
VFPW
678
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.51M +$6.03M +18,789 +1,259%
WA
679
Waverly Advisors
Alabama
$6.49M -$218K -680 -3%
SA
680
Stewardship Advisors
Pennsylvania
$6.47M +$5.51M +17,174 +578%
LCWP
681
Legacy Capital Wealth Partners
Arkansas
$6.46M -$191K -595 -3%
SFC
682
Strategic Financial Concepts
Texas
$6.45M +$6.45M +20,113 New
HSA
683
HBK Sorce Advisory
Pennsylvania
$6.44M +$6.44M +20,078 New
WCM
684
WealthBridge Capital Management
Ohio
$6.43M -$389K -1,212 -6%
PWW
685
Pettyjohn Wood & White
Virginia
$6.41M +$10.3K +32 +0.2%
RS
686
Retirement Solution
Washington
$6.38M -$31.4M -97,881 -83%
FNC
687
First National Corp
Massachusetts
$6.37M +$783K +2,439 +14%
MAG
688
Members Advisory Group
New York
$6.36M +$73.3K +228 +1%
GLA
689
Good Life Advisors
Pennsylvania
$6.36M -$55.2K -172 -0.9%
WANY
690
Wealthspire Advisors (New York)
New York
$6.36M +$67.1K +209 +1%
GWAM
691
Guardian Wealth Advisors (Minnesota)
Minnesota
$6.34M +$707K +2,203 +13%
HWM
692
HFG Wealth Management
Texas
$6.33M +$6.33M +19,734 New
WIA
693
World Investment Advisors
California
$6.28M +$238K +740 +4%
Franklin Resources
694
Franklin Resources
California
$6.26M -$508K -1,582 -7%
PSCM
695
Per Stirling Capital Management
Texas
$6.25M +$97.9K +305 +2%
FNBT
696
FineMark National Bank & Trust
Florida
$6.25M +$127K +397 +2%
CPIG
697
Chicago Partners Investment Group
Illinois
$6.24M +$1.74M +5,513 +39%
RW
698
RVW Wealth
California
$6.23M -$454K -1,414 -7%
IF
699
Intrua Financial
Texas
$6.22M -$271K -834 -4%
PF
700
Phoenix Financial
Israel
$6.21M +$3.43M +10,715 +124%