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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 %
SCA
951
Sandy Cove Advisors
Massachusetts
$4.15M +$11.5K +31 +0.3%
PFA
952
Plotkin Financial Advisors
Maryland
$4.13M -$89K -241 -2%
DFC
953
DBK Financial Counsel
Ohio
$4.12M
MCCP
954
Mission Creek Capital Partners
California
$4.12M +$718K +1,944 +21%
FLI
955
Family Legacy Inc
South Carolina
$4.1M -$368K -996 -8%
SCA
956
Scott Capital Advisors
Oregon
$4.09M +$23.3K +63 +0.6%
AP
957
Advisors Preferred
Maryland
$4.09M +$2.23M +6,034 +121%
GWM
958
Gray Wealth Management
Maine
$4.08M +$346K +936 +9%
Lazard Asset Management
959
Lazard Asset Management
New York
$4.08M
WHG
960
Westwood Holdings Group
Texas
$4.08M -$15.2M -41,144 -79%
LI
961
LMCG Investments
Massachusetts
$4.07M +$183K +495 +5%
OPWM
962
Oxinas Partners Wealth Management
Indiana
$4.07M +$628K +1,700 +18%
RRCM
963
Rappaport Reiches Capital Management
Illinois
$4.06M +$321K +869 +9%
LWM
964
Laidlaw Wealth Management
New York
$4.06M +$82.4K +223 +2%
FPW
965
Flagship Private Wealth
Massachusetts
$4.06M -$152K -412 -4%
AWMT
966
AAFMAA Wealth Management & Trust
North Carolina
$4.04M +$21.4K +58 +0.5%
WA
967
WBH Advisory
Maryland
$4.04M -$111K -301 -3%
PAMS
968
Pictet Asset Management (Switzerland)
Switzerland
$4.02M +$4.02M +10,875 New
BFO
969
Boston Family Office
Massachusetts
$4.01M -$1.13M -3,069 -22%
SWA
970
SFMG Wealth Advisors
Texas
$4.01M -$30.3K -82 -0.7%
WLIM
971
White Lighthouse Investment Management
Massachusetts
$4.01M -$73.1K -198 -2%
GIM
972
Grassi Investment Management
California
$4.01M -$65.7K -178 -2%
GCP
973
Gill Capital Partners
Colorado
$4M -$50.6K -137 -1%
APP
974
Avantax Planning Partners
Iowa
$3.99M +$124K +336 +3%
DC
975
Destiny Capital
Colorado
$3.99M +$494K +1,337 +14%