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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 %
TA
726
TrueWealth Advisors
Alabama
$7.07M +$1.93M +5,229 +38%
WB
727
WesBanco Bank
West Virginia
$7.07M -$583K -1,578 -8%
IF
728
Intrua Financial
Texas
$7.05M -$22.2K -60 -0.3%
IAMOG
729
Investors Asset Management of Georgia
Georgia
$7.04M -$811K -2,196 -10%
SWA
730
SOA Wealth Advisors
New York
$7.01M +$2.19M +5,927 +45%
T
731
TRUADVICE
Florida
$6.99M +$3.19M +8,645 +84%
PWSG
732
Pacific Wealth Strategies Group
California
$6.94M +$115K +312 +2%
PSCM
733
Per Stirling Capital Management
Texas
$6.94M -$259K -702 -4%
WCM
734
WealthBridge Capital Management
Ohio
$6.92M -$488K -1,322 -7%
BCP
735
Berkeley Capital Partners
Georgia
$6.9M -$67.6K -183 -1%
AWAP
736
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$6.9M +$274K +741 +4%
PW
737
Peninsula Wealth
California
$6.89M +$28.4K +77 +0.4%
NFG
738
Nadler Financial Group
Illinois
$6.89M +$55.8K +151 +0.8%
NEPWA
739
New England Private Wealth Advisors
Massachusetts
$6.89M +$98.7K +267 +1%
PS
740
Planned Solutions
California
$6.88M +$278K +752 +4%
ATPW
741
Ashton Thomas Private Wealth
Arizona
$6.84M +$3.08M +8,341 +82%
SFS
742
Starfox Financial Services
Texas
$6.81M -$73.5K -199 -1%
CA
743
Claro Advisors
Massachusetts
$6.8M -$22.2K -60 -0.3%
BFM
744
Boston Financial Management
Massachusetts
$6.79M
ARC
745
Advisor Resource Council
Texas
$6.78M +$539K +1,459 +9%
SWP
746
Strategic Wealth Partners
Ohio
$6.77M +$6.1M +16,510 +912%
GAM
747
Grandview Asset Management
Pennsylvania
$6.77M +$305K +825 +5%
SAG
748
SageView Advisory Group
California
$6.76M +$3.64M +9,860 +117%
QCM
749
Quantinno Capital Management
New York
$6.75M +$5.33M +14,423 +376%
SFC
750
Strategic Financial Concepts
Texas
$6.74M -$686K -1,857 -9%