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Invesco QQQ Trust

2,335 hedge funds and large institutions have $66B invested in Invesco QQQ Trust in 2022 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 804 increasing their positions, 976 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,335
Holders Change
+128
Holders Change %
+5.8%
% of All Funds
37.67%
Holding in Top 10
443
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.99%
% of All Funds
7.15%
New
322
Increased
804
Reduced
976
Closed
141
Calls
$96.3B
Puts
$123B
Net Calls
-$26.2B
Net Calls Change
+$11.4B
Name Holding Trade Value Shares
Change
Shares
Change %
WWA
801
WCG Wealth Advisors
Nevada
$4.03M +$266 +1 +0%
SG
802
StoneX Group
New York
$4.03M +$303K +1,138 +8%
EWM
803
Empirical Wealth Management
Washington
$4.02M +$10.1K +38 +0.3%
BFO
804
Boston Family Office
Massachusetts
$4.02M -$1.55M -5,832 -28%
AI
805
Atom Investors
Texas
$4M -$1.94M -7,291 -33%
WB
806
Webster Bank
Connecticut
$3.97M -$226K -848 -5%
DC
807
DeDora Capital
California
$3.95M +$15.7K +59 +0.4%
DWP
808
Destiny Wealth Partners
Florida
$3.94M -$7.72K -29 -0.2%
MPW
809
MGO Private Wealth
California
$3.93M -$2.89M -10,841 -42%
SFP
810
Shepherd Financial Partners
Massachusetts
$3.93M -$171K -643 -4%
WRCM
811
Whale Rock Capital Management
Massachusetts
$3.93M +$3.93M +14,749 New
YCM
812
Yost Capital Management
Texas
$3.92M +$3.92M +14,740 New
PWM
813
Purus Wealth Management
California
$3.88M -$12.2K -46 -0.3%
WCM
814
Windham Capital Management
Massachusetts
$3.86M
CWP
815
CFM Wealth Partners
Texas
$3.84M +$239K +896 +7%
UCMOK
816
United Capital Management of KS
Kansas
$3.84M -$308K -1,155 -7%
AM
817
AGF Management
Ontario, Canada
$3.82M +$3.82M +14,351 New
Calamos Advisors
818
Calamos Advisors
Illinois
$3.81M +$3.81M +14,295 New
RC
819
Rovin Capital
Arizona
$3.79M -$6.31M -23,678 -62%
MPCL
820
My Personal CFO LLC
Washington
$3.79M +$9.2K +19 +0.2%
AP
821
Advisors Preferred
Maryland
$3.79M +$2.78M +10,499 +275%
STA
822
Summit Trail Advisors
New York
$3.77M -$489K -1,837 -11%
SS
823
Simplicity Solutions
Minnesota
$3.77M -$1.62M -6,082 -30%
PFA
824
Pettinga Financial Advisors
Indiana
$3.74M -$1.46M -5,465 -28%
MECA
825
Miller Equity Capital Advisors
Texas
$3.74M +$230K +865 +7%