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Invesco QQQ Trust

3,561 hedge funds and large institutions have $138B invested in Invesco QQQ Trust in 2025 Q3 according to their latest regulatory filings, with 254 funds opening new positions, 1,539 increasing their positions, 1,271 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 254 | Existing positions closed: 112

21% more repeat investments, than reductions

Existing positions increased: 1,539 | Existing positions reduced: 1,271

10% more capital invested

Capital invested by funds: $126B → $138B (+$12.4B)

2% more funds holding

Funds holding: 3,4833,561 (+78)

0.16% more ownership

Funds ownership: 36.58%36.74% (+0.16%)

0% less funds holding in top 10

Funds holding in top 10: 776775 (-1)

37% less call options, than puts

Call options by funds: $172B | Put options by funds: $273B

Holders
3,561
Holders Change
+78
Holders Change %
+2.24%
% of All Funds
46.74%
Holding in Top 10
775
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.13%
% of All Funds
10.17%
New
254
Increased
1,539
Reduced
1,271
Closed
112
Calls
$172B
Puts
$273B
Net Calls
-$101B
Net Calls Change
-$47B
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
751
Bogart Wealth LLC
Virginia
$14.7M -$16K -28 -0.1%
JF
752
JSF Financial
California
$14.7M -$529K -924 -4%
CIC
753
Concord Investment Counsel
California
$14.7M +$14M +24,408 New
SSWM
754
Sheets Smith Wealth Management
North Carolina
$14.6M -$77.9K -136 -0.6%
PFG
755
Pacific Financial Group
Washington
$14.6M -$798K -1,393 -5%
BWM
756
BCGM Wealth Management
Indiana
$14.6M -$716K -1,251 -5%
VBFG
757
Vishria Bird Financial Group
Tennessee
$14.6M -$53.3K -93 -0.4%
CCM
758
Connective Capital Management
California
$14.6M +$2.19M +3,824 +19%
HTC
759
Haverford Trust Company
Pennsylvania
$14.6M +$304K +531 +2%
CB
760
Chris Bulman
California
$14.5M +$1.37M +2,386 +11%
EW
761
Evoke Wealth
California
$14.5M +$574K +1,002 +4%
FA
762
Flagstar Advisors
New York
$14.5M -$265K -462 -2%
LFS
763
Littlejohn Financial Services
Oregon
$14.4M -$636K -1,111 -4%
MWM
764
Maridea Wealth Management
New York
$14.3M -$4.23M -7,389 -24%
CCG
765
Chatham Capital Group
Georgia
$14.3M -$399K -696 -3%
RCAG
766
Rehmann Capital Advisory Group
Michigan
$14.3M +$13.6M +23,757 New
CTC
767
Central Trust Company
Missouri
$14.2M +$1.26M +2,195 +10%
MC
768
Moors & Cabot
Massachusetts
$14.1M -$1.31M -2,285 -9%
AG
769
AIA Group
Hong Kong
$14.1M +$12.4M +21,585 +1,101%
NFSG
770
Newbridge Financial Services Group
Florida
$14.1M +$13.2K +23 +0.1%
AG
771
AlTi Global
New York
$14M -$1.38M -2,414 -9%
EFG
772
Erickson Financial Group
Pennsylvania
$14M -$176K -307 -1%
ODFS
773
O'Donnell Financial Services
California
$14M +$13.4M +23,319 New
AF
774
Advisornet Financial
Minnesota
$14M +$279K +487 +2%
PIS
775
POM Investment Strategies
North Carolina
$14M +$2.62M +4,580 +25%