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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 %
OHWP
851
Oak Harbor Wealth Partners
North Carolina
$4.25M -$748K -2,331 -15%
FHC
852
First Heartland Consultants
Missouri
$4.25M +$30.8K +96 +0.7%
CFG
853
Carr Financial Group
Massachusetts
$4.25M -$2.17M -6,749 -34%
LG
854
LAM Group
Oregon
$4.24M
First Manhattan
855
First Manhattan
New York
$4.23M -$63.5K -198 -1%
HIC
856
Holderness Investments Company
North Carolina
$4.2M +$386K +1,202 +10%
SWA
857
SOA Wealth Advisors
New York
$4.19M +$51.7K +161 +1%
ACP
858
Arcus Capital Partners
Georgia
$4.18M -$5.46K -17 -0.1%
E
859
ETFidea
New York
$4.17M +$285K +889 +7%
SFP
860
Shepherd Financial Partners
Massachusetts
$4.15M -$583K -1,818 -12%
RIS
861
Retirement Income Solutions
Michigan
$4.14M +$789K +2,457 +24%
ACM
862
AlphaStar Capital Management
North Carolina
$4.14M -$6.87M -21,078 -62%
BCM
863
BTC Capital Management
Iowa
$4.11M
JHCP
864
Jackson Hole Capital Partners
Oklahoma
$4.09M +$44.6K +139 +1%
OWA
865
Octavia Wealth Advisors
Ohio
$4.08M -$271K -843 -6%
MYIA
866
Mount Yale Investment Advisors
Colorado
$4.06M +$64.8K +202 +2%
CW
867
CIC Wealth
Maryland
$4.04M -$415K -1,292 -9%
RPCONE
868
Retirement Planning Company of New England
Rhode Island
$4.03M -$105K -327 -3%
GA
869
Geller Advisors
New York
$4.03M +$2.2M +6,856 +121%
FWM
870
FFT Wealth Management
Pennsylvania
$4.01M -$1.2M -3,754 -23%
EWM
871
Endurance Wealth Management
Rhode Island
$4M -$221K -688 -5%
LA
872
Legacy Advisors
Pennsylvania
$4M -$150K -466 -4%
AWM
873
Avaii Wealth Management
Wisconsin
$3.98M +$163K +507 +4%
PWP
874
Principle Wealth Partners
Connecticut
$3.97M -$195K -607 -5%
NWMG
875
National Wealth Management Group
Ohio
$3.97M -$445K -1,369 -10%