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Invesco QQQ Trust

2,335 hedge funds and large institutions have $66B invested in Invesco QQQ Trust in 2022 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 804 increasing their positions, 976 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,335
Holders Change
+128
Holders Change %
+5.8%
% of All Funds
37.67%
Holding in Top 10
443
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.99%
% of All Funds
7.15%
New
322
Increased
804
Reduced
976
Closed
141
Calls
$96.3B
Puts
$123B
Net Calls
-$26.2B
Net Calls Change
+$11.4B
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
976
Ashford Capital Management
Delaware
$2.6M -$953K -3,578 -27%
ZIG
977
Zuckerman Investment Group
Illinois
$2.6M +$485K +1,822 +23%
SC
978
Sepio Capital
Utah
$2.59M +$136K +512 +6%
FWCM
979
Ferguson Wellman Capital Management
Oregon
$2.58M +$871K +3,270 +51%
BOH
980
Bank of Hawaii
Hawaii
$2.58M
YDMI
981
Y.D. More Investments
Israel
$2.58M +$2.58M +9,688 New
EWM
982
Evercore Wealth Management
New York
$2.58M +$1.5M +5,650 +140%
MSFS
983
Main Street Financial Solutions
Pennsylvania
$2.58M -$422K -1,583 -14%
TMWM
984
Taylor & Morgan Wealth Management
Michigan
$2.54M -$8.25K -31 -0.3%
CSPIA
985
Cary Street Partners Investment Advisory
Virginia
$2.53M -$268K -1,008 -10%
SW
986
SkyOak Wealth
Michigan
$2.53M -$104K -391 -4%
MWM
987
Mascoma Wealth Management
New Hampshire
$2.52M -$21.6K -81 -0.8%
JAG
988
Journey Advisory Group
Kentucky
$2.52M -$3.14M -11,808 -56%
CRWM
989
Castle Rock Wealth Management
California
$2.51M -$574K -1,957 -19%
CA
990
Clearstead Advisors
Ohio
$2.51M -$200K -750 -7%
GFS
991
GYL Financial Synergies
Connecticut
$2.51M +$28K +105 +1%
LW
992
Linscomb Wealth
Texas
$2.5M -$644K -2,417 -21%
WC
993
Westwind Capital
New Mexico
$2.49M -$876K -3,288 -26%
PS
994
Planned Solutions
California
$2.49M -$45.8K -172 -2%
SC
995
Stephens Consulting
Michigan
$2.47M +$1.23M +4,616 +99%
HFA
996
High Falls Advisors
New York
$2.47M -$63.4K -238 -3%
CPWMP
997
Cardinal Point Wealth Management Partners
California
$2.46M -$3.99K -15 -0.2%
CPCM
998
Cardinal Point Capital Management
Ontario, Canada
$2.46M +$2.46M +9,237 New
MCCP
999
Mission Creek Capital Partners
California
$2.46M +$2.66K +10 +0.1%
PJSIMP
1000
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.45M -$36.2K -136 -1%