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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 %
MPW
1001
Monterey Private Wealth
California
$3.78M -$58.4K -158 -2%
FPGK
1002
Financial Partners Group (Kansas)
Kansas
$3.77M -$148K -398 -4%
9WM
1003
9258 Wealth Management
Ohio
$3.77M -$19.9K -54 -0.5%
ACM
1004
Ashford Capital Management
Delaware
$3.77M -$85K -230 -2%
PIMG
1005
Patriot Investment Management Group
Tennessee
$3.76M -$8.87K -24 -0.2%
M1FG
1006
Mach-1 Financial Group
Arkansas
$3.76M -$772K -2,090 -17%
RIG
1007
Ramiah Investment Group
Wisconsin
$3.76M -$9.71M -26,284 -72%
TNBTD
1008
Trustmark National Bank Trust Department
Mississippi
$3.75M +$2.9M +7,858 +343%
LIM
1009
Leavell Investment Management
Alabama
$3.75M +$1.29M +3,495 +53%
TFA
1010
Tranquilli Financial Advisor
New Jersey
$3.73M -$693K -1,877 -16%
AC
1011
Avestar Capital
New York
$3.72M -$141K -381 -4%
MFFIA
1012
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.71M +$369 +1 +0%
OPWM
1013
Oakwell Private Wealth Management
Texas
$3.7M -$107K -290 -3%
MOS
1014
MGO One Seven
Ohio
$3.7M -$26.6K -72 -0.7%
CCM
1015
Cobalt Capital Management
New Jersey
$3.69M +$3.69M +10,000 New
NCM
1016
Narwhal Capital Management
Georgia
$3.68M -$14K -38 -0.4%
PFA
1017
Pure Financial Advisors
California
$3.68M +$292K +790 +9%
PMG
1018
ProVise Management Group
Florida
$3.68M +$491K +1,329 +15%
RW
1019
REDW Wealth
New Mexico
$3.67M -$149K -402 -4%
FFG
1020
Fortem Financial Group
California
$3.67M +$598K +1,618 +19%
ZF
1021
Zhang Financial
Michigan
$3.64M +$323K +875 +10%
MSFS
1022
Main Street Financial Solutions
Pennsylvania
$3.62M -$93.5K -253 -3%
NP
1023
NorthRock Partners
Minnesota
$3.62M -$262K -709 -7%
SC
1024
Sepio Capital
Utah
$3.62M -$26.6K -72 -0.7%
TMWM
1025
Taylor & Morgan Wealth Management
Michigan
$3.62M +$12.9K +35 +0.4%