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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 %
BFS
776
Bradley Foster & Sargent
Connecticut
$5.13M +$9.63K +30 +0.2%
CWM
777
Concentrum Wealth Management
California
$5.12M -$60.7K -189 -1%
GFS
778
GYL Financial Synergies
Connecticut
$5.11M +$2.08M +6,492 +69%
KWS
779
Keystone Wealth Services
California
$5.08M -$78.9K -246 -2%
HFS
780
Howard Financial Services
Texas
$5.05M +$8.02K +25 +0.2%
CIAS
781
Capital Investment Advisory Services
North Carolina
$5.05M +$165K +513 +3%
GSC
782
G&S Capital
Colorado
$5.05M -$1.34M -4,164 -21%
UIA
783
Ulland Investment Advisors
Minnesota
$5.04M -$156K -486 -3%
CFD
784
Creative Financial Designs
Indiana
$5M +$94.7K +295 +2%
MS
785
Maven Securities
Jersey
$5M -$36.9M -114,841 -88%
HIF
786
Hill Island Financial
Michigan
$4.99M -$8.62K -27 -0.2%
AFS
787
AFG Fiduciary Services
Massachusetts
$4.97M -$98.8K -308 -2%
FNBOO
788
First National Bank of Omaha
Nebraska
$4.96M +$6.1K +19 +0.1%
TCM
789
Triumph Capital Management
Colorado
$4.95M -$3.55M -11,047 -42%
FBA
790
Front Barnett Associates
Illinois
$4.94M
PWMG
791
Pinnacle Wealth Management Group
Michigan
$4.93M +$23.1K +72 +0.5%
LA
792
Latitude Advisors
Florida
$4.92M +$2.31M +7,200 +89%
MA
793
Modus Advisors
Minnesota
$4.92M -$232K -722 -4%
TCM
794
Traynor Capital Management
Pennsylvania
$4.92M -$786K -2,450 -14%
WCM
795
Windham Capital Management
Massachusetts
$4.91M +$258K +804 +6%
MAM
796
Mystic Asset Management
Rhode Island
$4.9M -$11.9K -37 -0.2%
GM
797
Granger Management
New York
$4.89M -$2.05M -6,389 -30%
RWA
798
Redhawk Wealth Advisors
Minnesota
$4.88M +$391K +1,217 +9%
PP
799
PFS Partners
New Jersey
$4.87M -$31.5K -98 -0.6%
AF
800
Advisornet Financial
Minnesota
$4.87M -$41.1K -128 -0.8%