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Invesco QQQ Trust

2,518 hedge funds and large institutions have $83.1B invested in Invesco QQQ Trust in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,072 increasing their positions, 909 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
Holders Change %
0%
% of All Funds
40.15%
Holding in Top 10
548
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.2%
% of All Funds
8.74%
New
172
Increased
1,072
Reduced
909
Closed
139
Calls
$130B
Puts
$229B
Net Calls
-$99.5B
Net Calls Change
+$19.5B
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
926
Concentrum Wealth Management
California
$4.55M -$1.38M -3,864 -23%
JMF
927
Johnson Midwest Financial
Iowa
$4.52M -$9.77M -27,275 -68%
LA
928
Legacy Advisors
Pennsylvania
$4.51M +$51.6K +144 +1%
DC
929
DeDora Capital
California
$4.51M -$34.8K -97 -0.8%
PWP
930
Principle Wealth Partners
Connecticut
$4.5M +$146K +407 +3%
AWM
931
Avaii Wealth Management
Wisconsin
$4.48M +$129K +360 +3%
ABC
932
Associated Banc-Corp
Wisconsin
$4.48M -$279K -779 -6%
SM
933
Scoggin Management
New York
$4.48M +$4.48M +12,500 New
PFA
934
Plotkin Financial Advisors
Maryland
$4.47M +$469K +1,310 +12%
PCP
935
Proficio Capital Partners
Massachusetts
$4.46M +$1.86M +5,193 +71%
GWM
936
Greenhouse Wealth Management
Connecticut
$4.46M +$48.7K +136 +1%
BMCM
937
Bryn Mawr Capital Management
Pennsylvania
$4.45M +$1.99M +5,553 +81%
OWA
938
Octavia Wealth Advisors
Ohio
$4.43M -$103K -286 -2%
VW
939
Vance Wealth
California
$4.41M +$50.5K +141 +1%
MWM
940
Modera Wealth Management
New Jersey
$4.4M -$70.2K -196 -2%
SC
941
Soundwatch Capital
Connecticut
$4.38M +$2.09M +5,837 +92%
AIC
942
Ayalon Insurance Company
Israel
$4.36M -$912K -2,543 -17%
VWA
943
V Wealth Advisors
Kansas
$4.35M -$4.78M -13,351 -52%
PMG
944
ProVise Management Group
Florida
$4.35M +$786K +2,194 +22%
HWP
945
Heritage Wealth Partners
Ohio
$4.35M +$1.34M +3,753 +45%
PWM
946
Purus Wealth Management
California
$4.34M +$62.3K +174 +1%
DZ Bank
947
DZ Bank
Germany
$4.34M -$20.5M -57,333 -83%
PPP
948
Private Portfolio Partners
New Jersey
$4.34M +$6.45K +18 +0.1%
HPWA
949
Hall Private Wealth Advisors
North Carolina
$4.33M +$467K +1,304 +12%
APW
950
Aurora Private Wealth
New Jersey
$4.32M -$88.8K -248 -2%