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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 %
PWP
851
Principle Wealth Partners
Connecticut
$3.45M +$620K +2,329 +22%
MF
852
Meridian Financial
Massachusetts
$3.45M -$90K -338 -3%
LA
853
Legacy Advisors
Pennsylvania
$3.44M -$42.3K -159 -1%
AFP
854
Alpha Financial Partners
Kentucky
$3.44M +$3.44M +12,914 New
FFP
855
FourThought Financial Partners
Florida
$3.44M +$3.44M +12,906 New
SWA
856
SOA Wealth Advisors
New York
$3.43M -$94.3K -354 -3%
RPCONE
857
Retirement Planning Company of New England
Rhode Island
$3.43M -$31.2K -117 -0.9%
CA
858
Cresta Advisors
Texas
$3.41M -$1.05M -3,953 -24%
ETIA
859
Epic Trust Investment Advisors
Washington
$3.41M -$869K -3,264 -20%
BCM
860
BTC Capital Management
Iowa
$3.41M
HIP
861
HUB Investment Partners
Texas
$3.41M +$160K +600 +5%
MFGM
862
Marshall Financial Group (Maryland)
Maryland
$3.4M +$336K +1,263 +11%
PCMC
863
Private Capital Management (Colorado)
Colorado
$3.4M -$197K -739 -5%
Lazard Asset Management
864
Lazard Asset Management
New York
$3.4M -$35.1M -132,000 -91%
LA
865
LexAurum Advisors
Kansas
$3.37M +$97.2K +365 +3%
JHCP
866
Jackson Hole Capital Partners
Oklahoma
$3.36M -$425K -1,596 -11%
PWM
867
Prosperity Wealth Management
California
$3.35M +$3.35M +12,587 New
AC
868
Abbrea Capital
California
$3.33M -$8.52K -32 -0.3%
MCM
869
McMillion Capital Management
North Carolina
$3.32M -$49.5K -186 -1%
MYIA
870
Mount Yale Investment Advisors
Colorado
$3.32M +$47.7K +179 +1%
ARC
871
Advisor Resource Council
Texas
$3.3M -$75.9K -285 -2%
WLIM
872
White Lighthouse Investment Management
Massachusetts
$3.29M -$121K -455 -4%
BWM
873
Brickley Wealth Management
California
$3.29M +$266 +1 +0%
GCP
874
Gill Capital Partners
Colorado
$3.29M +$2.92M +10,964 +789%
DFC
875
DBK Financial Counsel
Ohio
$3.28M