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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 %
GAA
1001
Global Assets Advisory
Florida
$2.44M -$337K -1,267 -12%
SWM
1002
Sugarloaf Wealth Management
Georgia
$2.44M -$246K -923 -9%
CM
1003
Churchill Management
California
$2.44M -$2.73M -10,267 -53%
MWAM
1004
Manhattan West Asset Management
California
$2.43M +$2.19M +8,227 +904%
ATPW
1005
Ashton Thomas Private Wealth
Arizona
$2.43M +$273K +1,024 +13%
TPWA
1006
TRUE Private Wealth Advisors
Oregon
$2.41M +$1.42M +5,337 +143%
JWM
1007
Jackson Wealth Management
Florida
$2.4M -$12.3M -46,161 -84%
PCIG
1008
Partners Capital Investment Group
Massachusetts
$2.39M +$398K +1,493 +20%
ZF
1009
Zhang Financial
Michigan
$2.39M -$20.8K -78 -0.9%
MA
1010
MONECO Advisors
Connecticut
$2.37M +$215K +806 +10%
FPIS
1011
Financial Planning & Information Services
Wisconsin
$2.37M -$174K -652 -7%
CAS
1012
Coppell Advisory Solutions
Texas
$2.37M +$2.37M +8,882 New
CASC
1013
Coppell Advisory Solutions Corp
Texas
$2.37M +$2.37M +8,882 New
DWMG
1014
DB Wealth Management Group
California
$2.36M -$701K -2,632 -23%
CC
1015
Courier Capital
New York
$2.34M -$6.66K -25 -0.3%
BBHC
1016
Brown Brothers Harriman & Co
New York
$2.34M +$915K +3,438 +64%
CAM
1017
Cozad Asset Management
Illinois
$2.34M -$190K -715 -8%
FMWA
1018
Forvis Mazars Wealth Advisors
Missouri
$2.34M +$32.2K +121 +1%
OFG
1019
Omega Financial Group
California
$2.33M +$7.41K +28 +0.3%
SFA
1020
Source Financial Advisors
New York
$2.32M -$1.29M -4,861 -36%
VWM
1021
Vigilare Wealth Management
Arizona
$2.32M -$98.8K -371 -4%
PF
1022
Phoenix Financial
Israel
$2.31M -$8.98M -33,709 -80%
BWM
1023
BCS Wealth Management
Tennessee
$2.3M +$123K +460 +6%
S
1024
SignatureFD
Georgia
$2.3M +$150K +565 +7%
PMG
1025
ProVise Management Group
Florida
$2.3M -$746K -2,803 -25%