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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 %
PFA
801
Pettinga Financial Advisors
Indiana
$4.86M +$349K +1,089 +8%
WQ
802
Wealth Quarterback
New Jersey
$4.84M +$4.01M +12,496 +484%
MTWM
803
Masso Torrence Wealth Management
New Jersey
$4.84M +$2.21M +6,883 +84%
ACA
804
Aptus Capital Advisors
Alabama
$4.84M +$3.03M +9,420 +167%
DWP
805
Destiny Wealth Partners
Florida
$4.81M +$55.5K +173 +1%
WWA
806
WCG Wealth Advisors
Nevada
$4.74M -$117K -366 -2%
MCA
807
Martin Capital Advisors
Texas
$4.73M -$482K -1,502 -9%
LA
808
LexAurum Advisors
Kansas
$4.73M +$665K +2,073 +16%
ET
809
Equitable Trust
Tennessee
$4.71M -$2.49M -7,762 -35%
RSWM
810
Robertson Stephens Wealth Management
California
$4.7M -$3.36M -10,447 -42%
NWA
811
Navis Wealth Advisors
New York
$4.69M +$1.33M +4,140 +40%
EF
812
Empirical Finance
Pennsylvania
$4.69M -$526K -1,639 -10%
Amundi
813
Amundi
France
$4.68M -$8.9M -28,160 -66%
SHWM
814
Silicon Hills Wealth Management
Texas
$4.63M -$550K -1,713 -11%
SIC
815
Sigma Investment Counselors
Michigan
$4.62M -$387K -1,207 -8%
OSAM
816
O'Shaughnessy Asset Management
Connecticut
$4.61M +$289K +902 +7%
HCM
817
HMS Capital Management
Tennessee
$4.6M -$1.9M -5,923 -29%
Calamos Advisors
818
Calamos Advisors
Illinois
$4.59M
CAS
819
Coppell Advisory Solutions
Texas
$4.58M +$1.78M +5,632 +63%
CASC
820
Coppell Advisory Solutions Corp
Texas
$4.58M +$1.78M +5,632 +63%
PWM
821
Purus Wealth Management
California
$4.58M -$100K -313 -2%
CWP
822
CFM Wealth Partners
Texas
$4.58M -$52.3K -163 -1%
MPCL
823
My Personal CFO LLC
Washington
$4.56M +$2.05M +6,398 +82%
CWMGP
824
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.56M -$2.43M -7,567 -35%
HCM
825
Hilton Capital Management
New York
$4.56M