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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 %
FFP
901
FourThought Financial Partners
Florida
$3.77M -$372K -1,159 -9%
OWP
902
Obermeyer Wealth Partners
Colorado
$3.77M -$482K -1,329 -11%
ZB
903
Zions Bancorporation
Utah
$3.77M -$84.4K -263 -2%
ARG
904
Advisory Resource Group
Oklahoma
$3.77M +$49.7K +155 +1%
HIP
905
HUB Investment Partners
Texas
$3.75M -$351K -1,093 -9%
RG
906
Retirement Group
California
$3.75M -$289K -902 -7%
SEP
907
Southland Equity Partners
Missouri
$3.74M +$34.3K +107 +0.9%
HG
908
Herbst Group
Connecticut
$3.73M +$114K +356 +3%
DWP
909
Daymark Wealth Partners
Ohio
$3.71M -$21.8K -68 -0.6%
ATFA
910
All Terrain Financial Advisors
Minnesota
$3.7M +$92.1K +287 +3%
SFG
911
Summit Financial Group
West Virginia
$3.69M
ABC
912
Associated Banc-Corp
Wisconsin
$3.69M -$13.1M -40,697 -78%
REMPR
913
Roof Eidam Maycock Peralta (REMP)
California
$3.68M +$1M +3,117 +37%
DWM
914
Destination Wealth Management
California
$3.68M +$118K +367 +3%
SB
915
Strategic Blueprint
Georgia
$3.67M -$2.09M -6,527 -36%
PIA
916
Perennial Investment Advisors
California
$3.67M +$340K +1,060 +10%
PFA
917
Plotkin Financial Advisors
Maryland
$3.66M -$78.6K -245 -2%
LCS
918
Levin Capital Strategies
New York
$3.66M +$1.93M +6,000 +111%
FPW
919
Flagship Private Wealth
Massachusetts
$3.66M
WP
920
WealthSource Partners
California
$3.64M +$264K +823 +8%
WA
921
WBH Advisory
Maryland
$3.6M +$3.6M +11,224 New
MBT
922
Montecito Bank & Trust
California
$3.6M -$657K -2,046 -15%
SCA
923
Sandy Cove Advisors
Massachusetts
$3.59M -$6.74K -21 -0.2%
DFC
924
DBK Financial Counsel
Ohio
$3.58M -$366K -1,141 -9%
WC
925
Wexford Capital
Florida
$3.58M +$3.58M +11,159 New