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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 %
WIM
901
WealthPlan Investment Management
Nebraska
$3.04M -$328K -1,076 -10%
FPW
902
Flagship Private Wealth
Massachusetts
$3.03M +$25.6K +96 +0.9%
BEC
903
Blue Edge Capital
Virginia
$3.03M -$514K -1,932 -15%
LWMG
904
Levy Wealth Management Group
Pennsylvania
$3.03M -$2.69M -10,102 -47%
PIMG
905
Patriot Investment Management Group
Tennessee
$3.02M -$89.5K -302 -3%
CLOS
906
Compagnie Lombard Odier SCmA
Switzerland
$3.02M
WHG
907
Westwood Holdings Group
Texas
$3.02M +$78.8K +296 +3%
CM
908
Capula Management
Cayman Islands
$3.01M -$12.6M -47,379 -81%
HG
909
Herbst Group
Connecticut
$3M +$33K +124 +1%
AC
910
Avestar Capital
New York
$3M -$43.4K -163 -1%
ATFA
911
All Terrain Financial Advisors
Minnesota
$2.99M -$129K -483 -4%
SCA
912
Sandy Cove Advisors
Massachusetts
$2.99M -$399K -1,499 -12%
AWA
913
Arkadios Wealth Advisors
Georgia
$2.98M -$876K -3,290 -23%
WFA
914
West Financial Advisors
Iowa
$2.97M -$123K -463 -4%
GA
915
Goldstein Advisors
Wisconsin
$2.97M +$2.97M +11,141 New
CGFA
916
Colton Groome Financial Advisors
North Carolina
$2.96M -$1.99M -7,461 -40%
DWM
917
Destination Wealth Management
California
$2.95M -$347K -1,302 -11%
CAL
918
Capital Analysts LLC
Pennsylvania
$2.94M +$43.1K +162 +1%
IIC
919
Integrated Investment Consultants
Michigan
$2.94M -$6.39K -24 -0.2%
WWP
920
WR Wealth Planners
Missouri
$2.93M +$198K +744 +7%
AWMT
921
AAFMAA Wealth Management & Trust
North Carolina
$2.93M -$1.07M -4,000 -27%
GIM
922
Grassi Investment Management
California
$2.93M +$25.8K +97 +0.9%
CW
923
Connectus Wealth
Ohio
$2.93M +$503K +1,889 +21%
HIS
924
Harvest Investment Services
Illinois
$2.93M -$404K -1,519 -12%
AWM
925
Atticus Wealth Management
Florida
$2.92M +$9.05K +34 +0.3%