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Invesco QQQ Trust

2,518 hedge funds and large institutions have $86.9B invested in Invesco QQQ Trust in 2023 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 982 increasing their positions, 974 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
+84
Holders Change %
+3.45%
% of All Funds
39.71%
Holding in Top 10
572
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+12.6%
% of All Funds
9.02%
New
229
Increased
982
Reduced
974
Closed
122
Calls
$119B
Puts
$238B
Net Calls
-$119B
Net Calls Change
-$31.5B
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
901
Octavia Wealth Advisors
Ohio
$4.67M -$25.9K -70 -0.6%
UCMOK
902
United Capital Management of KS
Kansas
$4.66M -$312K -845 -6%
RPCONE
903
Retirement Planning Company of New England
Rhode Island
$4.62M -$16.6K -45 -0.4%
TA
904
TKG Advisors
Indiana
$4.62M -$1.46M -3,943 -24%
CW
905
CIC Wealth
Maryland
$4.62M -$28.1K -76 -0.6%
MWM
906
Modera Wealth Management
New Jersey
$4.61M +$2.86M +7,754 +164%
PWG
907
Portside Wealth Group
Utah
$4.61M +$4.61M +12,475 New
LA
908
Legacy Advisors
Pennsylvania
$4.59M -$4.8K -13 -0.1%
CFG
909
Carr Financial Group
Massachusetts
$4.59M -$295K -798 -6%
ETIA
910
Epic Trust Investment Advisors
Washington
$4.59M -$709K -1,918 -13%
ARG
911
Advisory Resource Group
Oklahoma
$4.57M +$232K +627 +5%
PIA
912
Perennial Investment Advisors
California
$4.57M +$344K +932 +8%
APW
913
Aurora Private Wealth
New Jersey
$4.55M -$393K -1,064 -8%
GWM
914
Greenhouse Wealth Management
Connecticut
$4.54M +$590K +1,596 +15%
MWP
915
Madison Wealth Partners
Wisconsin
$4.53M +$17.7K +48 +0.4%
MYIA
916
Mount Yale Investment Advisors
Colorado
$4.53M -$147K -399 -3%
BWM
917
Brickley Wealth Management
California
$4.53M
KFGK
918
Keystone Financial Group (Kentucky)
Kentucky
$4.5M +$4.5M +12,191 New
VW
919
Vance Wealth
California
$4.5M +$5.91K +16 +0.1%
AWM
920
Avaii Wealth Management
Wisconsin
$4.49M -$93.8K -254 -2%
PP
921
Paloma Partners
Connecticut
$4.49M +$4.49M +12,151 New
PWP
922
Principle Wealth Partners
Connecticut
$4.49M -$83.1K -225 -2%
AA
923
Apriem Advisors
California
$4.47M +$6.28K +17 +0.1%
PPP
924
Private Portfolio Partners
New Jersey
$4.47M +$93.5K +253 +2%
SL
925
Stevard LLC
Illinois
$4.46M