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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 %
SFP
976
Shepherd Financial Partners
Massachusetts
$3.99M -$787K -2,131 -16%
CI
977
Clal Insurance
Israel
$3.99M
LWMG
978
Levy Wealth Management Group
Pennsylvania
$3.98M +$27.3K +74 +0.7%
HPWA
979
Hall Private Wealth Advisors
North Carolina
$3.98M +$3.98M +10,782 New
NWMG
980
National Wealth Management Group
Ohio
$3.98M -$513K -1,393 -11%
CA
981
Continuum Advisory
Idaho
$3.96M +$585K +5,417 +17%
AWM
982
Atticus Wealth Management
Florida
$3.94M -$104K -281 -3%
BB
983
Busey Bank
Illinois
$3.94M +$18.1K +49 +0.5%
TCOV
984
Trust Company of Vermont
Vermont
$3.94M +$60.2K +163 +2%
SAM
985
Strategy Asset Managers
California
$3.94M +$127K +343 +3%
SC
986
Soundwatch Capital
Connecticut
$3.93M -$2.63M -4,261 -40%
SFG
987
Summit Financial Group
West Virginia
$3.93M -$310K -840 -7%
MBT
988
Montecito Bank & Trust
California
$3.92M -$223K -605 -5%
AWA
989
Arkadios Wealth Advisors
Georgia
$3.91M +$249K +674 +7%
CCMG
990
Clark Capital Management Group
Pennsylvania
$3.88M +$3.61M +9,782 +1,340%
GA
991
Goldstein Advisors
Wisconsin
$3.87M -$122K -331 -3%
CCM
992
Cohen Capital Management
California
$3.87M +$4.06K +11 +0.1%
TGAM
993
TBH Global Asset Management
Tennessee
$3.87M -$568K -1,538 -13%
CPIA
994
Cornell Pochily Investment Advisors
New York
$3.86M -$50.2K -136 -1%
MIG
995
McGuire Investment Group
Rhode Island
$3.85M -$13.7K -37 -0.4%
PWM
996
Palumbo Wealth Management
New York
$3.84M -$232K -628 -6%
FFP
997
FourThought Financial Partners
Florida
$3.84M -$501K -1,356 -12%
WAM
998
WealthTrust Asset Management
Florida
$3.81M -$95.3K -258 -2%
IF
999
Ironwood Financial
Arizona
$3.79M +$2.22K +6 +0.1%
SAM
1000
Synergy Asset Management
Washington
$3.78M +$3.78M +10,224 New