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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 %
FWCM
1026
Ferguson Wellman Capital Management
Oregon
$2.93M -$180K -560 -6%
LW
1027
Linscomb Wealth
Texas
$2.89M -$114K -356 -4%
PCIG
1028
Partners Capital Investment Group
Massachusetts
$2.89M +$7.38K +23 +0.3%
WI
1029
Wintrust Investments
Illinois
$2.89M +$275K +861 +11%
GCM
1030
Goldstream Capital Management
Hong Kong
$2.89M +$1.19M +3,700 +70%
CM
1031
Churchill Management
California
$2.89M -$50.7K -158 -2%
ZF
1032
Zhang Financial
Michigan
$2.88M +$1.93K +6 +0.1%
FFA
1033
First Foundation Advisors
California
$2.87M -$2.32M -7,229 -45%
GC
1034
GFG Capital
Florida
$2.86M -$622K -1,919 -18%
OFG
1035
Omega Financial Group
California
$2.86M +$30.8K +96 +1%
CDH
1036
Charles D. Hyman
$2.85M +$178K +555 +7%
DWMG
1037
DB Wealth Management Group
California
$2.85M -$1.61K -5 -0.1%
PJSIMP
1038
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.85M -$96.8K -302 -3%
FPIS
1039
Financial Planning & Information Services
Wisconsin
$2.82M -$40.8K -127 -1%
DCM
1040
Davidson Capital Management
Texas
$2.81M +$906K +2,823 +48%
AA
1041
AlphaCentric Advisors
Puerto Rico
$2.81M +$2.81M +8,749 New
HWP
1042
Highline Wealth Partners
California
$2.81M +$168K +523 +6%
GCGDR
1043
Genoa Capital Gestora de Recursos
$2.81M +$2.81M +8,744 New
CAM
1044
Cozad Asset Management
Illinois
$2.8M -$23.4K -73 -0.8%
CRWM
1045
Castle Rock Wealth Management
California
$2.8M +$39.9K +124 +1%
CIA
1046
Choate Investment Advisors
Massachusetts
$2.79M +$52.3K +163 +2%
OCFG
1047
O'Connor Financial Group
Illinois
$2.78M +$2.78M +8,651 New
PMG
1048
ProVise Management Group
Florida
$2.77M
EWM
1049
Executive Wealth Management
Michigan
$2.75M -$6.74K -21 -0.2%
BW
1050
Bison Wealth
Georgia
$2.74M -$451K -1,382 -14%