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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 %
BCI
926
Brinker Capital Investments
Pennsylvania
$4.45M -$36.4M -98,478 -89%
OPS
927
Orion Portfolio Solutions
Nebraska
$4.45M -$36.4M -98,478 -89%
PCMC
928
Private Capital Management (Colorado)
Colorado
$4.44M -$82.4K -223 -2%
WP
929
WealthPLAN Partners
Nebraska
$4.44M +$463K +1,254 +12%
OCM
930
Objective Capital Management
Ohio
$4.42M +$20.3K +55 +0.5%
SIA
931
SkyView Investment Advisors
New Jersey
$4.41M -$1.72M -4,647 -28%
PWM
932
Purus Wealth Management
California
$4.41M -$860K -2,329 -16%
FWM
933
FFT Wealth Management
Pennsylvania
$4.38M -$237K -642 -5%
OWP
934
Obermeyer Wealth Partners
Colorado
$4.34M +$506K +1,371 +13%
ZB
935
Zions Bancorporation
Utah
$4.34M
GSC
936
G&S Capital
Colorado
$4.32M -$1.49M -4,031 -26%
GM
937
GeoWealth Management
Illinois
$4.32M -$1.98M -5,351 -31%
MCM
938
McMillion Capital Management
North Carolina
$4.31M -$38.1K -103 -0.9%
MFG
939
Midwest Financial Group
Kansas
$4.3M -$72.4K -196 -2%
ATFA
940
All Terrain Financial Advisors
Minnesota
$4.28M +$22.9K +62 +0.5%
WFA
941
West Financial Advisors
Iowa
$4.28M +$162K +439 +4%
JHCP
942
Jackson Hole Capital Partners
Oklahoma
$4.28M -$430K -1,164 -9%
SC
943
Stephens Consulting
Michigan
$4.26M +$525K +1,420 +14%
CAG
944
Crestwood Advisors Group
Massachusetts
$4.26M -$773K -2,092 -15%
WWP
945
WR Wealth Planners
Missouri
$4.25M +$164K +445 +4%
GSC
946
Ground Swell Capital
South Carolina
$4.22M +$4.22M +11,432 New
HG
947
Herbst Group
Connecticut
$4.21M -$81.6K -221 -2%
SEP
948
Southland Equity Partners
Missouri
$4.18M -$118K -320 -3%
GM
949
Granger Management
New York
$4.17M -$1.47M -3,967 -26%
DWM
950
Destination Wealth Management
California
$4.15M -$82K -222 -2%