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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 %
ZIG
1026
Zuckerman Investment Group
Illinois
$3.6M +$2.96K +8 +0.1%
DCM
1027
Davidson Capital Management
Texas
$3.59M +$352K +952 +11%
BOH
1028
Bank of Hawaii
Hawaii
$3.58M
GI
1029
GAMCO Investors
Connecticut
$3.58M
EWM
1030
Evercore Wealth Management
New York
$3.57M -$174K -471 -5%
BEC
1031
Blue Edge Capital
Virginia
$3.57M +$709K +1,920 +25%
PCA
1032
Peddock Capital Advisors
Massachusetts
$3.55M -$191K -518 -5%
MCWS
1033
McKinley Carter Wealth Services
West Virginia
$3.55M -$22.2K -60 -0.6%
TC
1034
Telemus Capital
Michigan
$3.55M -$9.24K -25 -0.3%
FWCM
1035
Ferguson Wellman Capital Management
Oregon
$3.53M +$148K +400 +4%
JAG
1036
Journey Advisory Group
Kentucky
$3.51M -$114K -309 -3%
S
1037
SignatureFD
Georgia
$3.51M +$447K +1,211 +15%
LWMNY
1038
Landmark Wealth Management (New York)
New York
$3.51M -$513K -1,389 -13%
RCM
1039
Raleigh Capital Management
North Carolina
$3.5M +$940K +2,545 +37%
CWM
1040
Castle Wealth Management
Florida
$3.5M -$201K -543 -5%
VA
1041
Valmark Advisers
Ohio
$3.5M -$105K -285 -3%
SWA
1042
Sax Wealth Advisors
New Jersey
$3.49M -$14.4K -39 -0.4%
BWP
1043
Balboa Wealth Partners
Arizona
$3.48M +$548K +1,483 +19%
Principal Financial Group
1044
Principal Financial Group
Iowa
$3.48M -$547K -1,482 -14%
CA
1045
Clearstead Advisors
Ohio
$3.47M -$354K -959 -9%
LW
1046
Linscomb Wealth
Texas
$3.46M +$124K +337 +4%
HFA
1047
High Falls Advisors
New York
$3.45M +$42.9K +116 +1%
RWIA
1048
Roger Wittlin Investment Advisory
California
$3.44M +$1.09M +2,955 +46%
EGA
1049
E&G Advisors
Texas
$3.42M +$597K +1,617 +21%
CC
1050
Courier Capital
New York
$3.41M -$74.3K -201 -2%