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Invesco QQQ Trust

2,518 hedge funds and large institutions have $83.1B invested in Invesco QQQ Trust in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,072 increasing their positions, 909 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
Holders Change %
0%
% of All Funds
40.15%
Holding in Top 10
548
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.2%
% of All Funds
8.74%
New
172
Increased
1,072
Reduced
909
Closed
139
Calls
$130B
Puts
$229B
Net Calls
-$99.5B
Net Calls Change
+$19.5B
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
826
O'Shaughnessy Asset Management
Connecticut
$5.57M +$282K +786 +5%
RWPA
827
Richard W. Paul & Associates
Michigan
$5.57M -$4.45M -12,418 -44%
SYBT
828
Stock Yards Bank & Trust
Kentucky
$5.55M +$242K +676 +5%
PWSG
829
Pacific Wealth Strategies Group
California
$5.54M -$1.19M -3,330 -18%
FBA
830
Front Barnett Associates
Illinois
$5.52M
TCM
831
Traynor Capital Management
Pennsylvania
$5.52M +$13.3K +37 +0.2%
SW
832
StrongBox Wealth
Missouri
$5.5M +$225K +627 +4%
SFC
833
Strategic Financial Concepts
Texas
$5.49M -$1.05M -2,929 -16%
WCM
834
Windham Capital Management
Massachusetts
$5.48M
IF
835
Integrity Financial
Wyoming
$5.48M +$331K +924 +6%
AFS
836
AFG Fiduciary Services
Massachusetts
$5.46M
RRWA
837
Rainey & Randall Wealth Advisors
Florida
$5.44M +$654K +1,836 +14%
LSA
838
Lion Street Advisors
Texas
$5.43M +$641K +1,789 +13%
MPCL
839
My Personal CFO LLC
Washington
$5.42M +$213K +594 +4%
RIS
840
Retirement Income Solutions
Michigan
$5.42M +$329K +918 +6%
MTWM
841
Masso Torrence Wealth Management
New Jersey
$5.39M -$109K -303 -2%
JWM
842
Jackson Wealth Management
Florida
$5.39M -$394K -1,101 -7%
OL
843
Owen LaRue
Kentucky
$5.38M +$268K +747 +5%
EF
844
Empowered Funds
Pennsylvania
$5.36M +$5.36M +14,967 New
FNBOO
845
First National Bank of Omaha
Nebraska
$5.35M -$171K -476 -3%
SF
846
Summit Financial
New Jersey
$5.33M +$126K +352 +2%
PWM
847
Paulson Wealth Management
Illinois
$5.33M +$189K +527 +4%
GA
848
Geller Advisors
New York
$5.32M +$2.76M +7,697 +108%
PFA
849
Pettinga Financial Advisors
Indiana
$5.32M +$64.5K +180 +1%
AM
850
AGF Management
Ontario, Canada
$5.32M -$44.4K -124 -0.8%