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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 %
WFA
926
West Financial Advisors
Iowa
$3.58M -$5.78K -18 -0.2%
CLOS
927
Compagnie Lombard Odier SCmA
Switzerland
$3.58M -$59.4K -185 -2%
WWP
928
WR Wealth Planners
Missouri
$3.55M +$16.7K +52 +0.5%
Lazard Asset Management
929
Lazard Asset Management
New York
$3.55M -$550K -1,713 -13%
BCM
930
Bluefin Capital Management
New York
$3.54M -$1.67M -6,258 Closed
WLIM
931
White Lighthouse Investment Management
Massachusetts
$3.54M -$427K -1,332 -11%
PWM
932
Palumbo Wealth Management
New York
$3.54M +$2.72M +8,469 +331%
New York State Common Retirement Fund
933
New York State Common Retirement Fund
New York
$3.54M -$4.6M -14,330 -57%
GIM
934
Grassi Investment Management
California
$3.54M +$8.67K +27 +0.2%
SCA
935
Scott Capital Advisors
Oregon
$3.54M +$76.4K +238 +2%
GCP
936
Gill Capital Partners
Colorado
$3.52M -$442K -1,376 -11%
AWM
937
Atticus Wealth Management
Florida
$3.52M -$6.74K -21 -0.2%
SW
938
Solidarity Wealth
Utah
$3.51M +$3.51M +10,922 New
SWA
939
SFMG Wealth Advisors
Texas
$3.51M -$232K -724 -6%
Principal Financial Group
940
Principal Financial Group
Iowa
$3.5M +$1.36M +4,225 +63%
AWMT
941
AAFMAA Wealth Management & Trust
North Carolina
$3.49M -$39.2K -122 -1%
LWMNY
942
Landmark Wealth Management (New York)
New York
$3.49M +$776K +2,417 +29%
GA
943
Goldstein Advisors
Wisconsin
$3.47M -$106K -330 -3%
CI
944
Clal Insurance
Israel
$3.46M -$53.6M -166,628 -94%
MFG
945
Magnus Financial Group
New York
$3.46M +$250K +779 +8%
LWM
946
Laidlaw Wealth Management
New York
$3.45M +$772K +2,406 +29%
WP
947
WealthPLAN Partners
Nebraska
$3.45M +$252K +784 +8%
LWMG
948
Levy Wealth Management Group
Pennsylvania
$3.44M -$213K -663 -6%
GWM
949
Greenhouse Wealth Management
Connecticut
$3.44M +$6.1K +19 +0.2%
SC
950
Soundwatch Capital
Connecticut
$3.41M +$3.08M +9,609 +936%