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Invesco QQQ Trust

2,434 hedge funds and large institutions have $73B invested in Invesco QQQ Trust in 2023 Q1 according to their latest regulatory filings, with 276 funds opening new positions, 877 increasing their positions, 956 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,434
Holders Change
+99
Holders Change %
+4.24%
% of All Funds
38.96%
Holding in Top 10
508
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+14.67%
% of All Funds
8.13%
New
276
Increased
877
Reduced
956
Closed
126
Calls
$122B
Puts
$209B
Net Calls
-$87.5B
Net Calls Change
-$61.3B
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
1001
Resurgent Financial Advisors
Georgia
$3.12M -$1.75M -5,441 -36%
BOH
1002
Bank of Hawaii
Hawaii
$3.11M
GI
1003
GAMCO Investors
Connecticut
$3.11M -$96.3K -300 -3%
MCWS
1004
McKinley Carter Wealth Services
West Virginia
$3.1M -$81.8K -255 -3%
RWA
1005
River Wealth Advisors
Pennsylvania
$3.1M -$36.9K -115 -1%
PAG
1006
Private Advisory Group
Washington
$3.1M -$1.99M -6,190 -39%
TC
1007
Telemus Capital
Michigan
$3.09M -$16K -50 -0.5%
SWA
1008
Sax Wealth Advisors
New Jersey
$3.05M -$409K -1,274 -12%
WC
1009
Westwind Capital
New Mexico
$3.04M +$39.2K +122 +1%
DC
1010
Destiny Capital
Colorado
$3.04M +$209K +652 +7%
CC
1011
Courier Capital
New York
$3.02M +$199K +619 +7%
AFP
1012
Alpha Financial Partners
Kentucky
$3.01M -$1.13M -3,536 -27%
SW
1013
SkyOak Wealth
Michigan
$2.99M -$59.4K -185 -2%
OPWM
1014
Oxinas Partners Wealth Management
Indiana
$2.99M +$287K +893 +11%
CPWMP
1015
Cardinal Point Wealth Management Partners
California
$2.97M
CPCM
1016
Cardinal Point Capital Management
Ontario, Canada
$2.97M
BWM
1017
BCS Wealth Management
Tennessee
$2.96M +$194K +605 +7%
HFA
1018
High Falls Advisors
New York
$2.96M -$14.8K -46 -0.5%
AAS
1019
Asset Allocation Strategies
Michigan
$2.96M -$7.35M -22,920 -71%
MCCP
1020
Mission Creek Capital Partners
California
$2.96M -$3.21K -10 -0.1%
SHFP
1021
Second Half Financial Partners
Florida
$2.95M -$579K -1,805 -16%
CAI
1022
Capital Advisors Inc
Oklahoma
$2.95M +$354K +1,103 +14%
PFA
1023
Pure Financial Advisors
California
$2.94M +$646K +2,012 +28%
MA
1024
MONECO Advisors
Connecticut
$2.94M +$82.5K +257 +3%
SWM
1025
Sugarloaf Wealth Management
Georgia
$2.94M -$963 -3 -0%