QQQ icon

Invesco QQQ Trust

3,293 hedge funds and large institutions have $109B invested in Invesco QQQ Trust in 2025 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 1,384 increasing their positions, 1,283 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,293
Holders Change
-73
Holders Change %
-2.17%
% of All Funds
44.73%
Holding in Top 10
687
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-7.04%
% of All Funds
9.33%
New
198
Increased
1,384
Reduced
1,283
Closed
195
Calls
$122B
Puts
$213B
Net Calls
-$91B
Net Calls Change
-$3.88B
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
1026
IBEX Wealth Advisors
New Jersey
$6.05M +$258K +550 +4%
SFP
1027
Shepherd Financial Partners
Massachusetts
$6.04M +$272K +579 +5%
HG
1028
Herbst Group
Connecticut
$6.02M +$101K +216 +2%
BCM
1029
BTC Capital Management
Iowa
$6M
QCM
1030
QRG Capital Management
Illinois
$5.96M +$3.08M +6,559 +107%
TNBTD
1031
Trustmark National Bank Trust Department
Mississippi
$5.96M -$150K -320 -2%
PFA
1032
Pettinga Financial Advisors
Indiana
$5.93M -$1.13M -2,414 -16%
AA
1033
Apriem Advisors
California
$5.92M -$61.9K -132 -1%
BBA
1034
BLB&B Advisors
Pennsylvania
$5.91M -$186K -397 -3%
FCI
1035
Financial Counselors Inc
Kansas
$5.9M +$1.16M +2,466 +24%
OHWP
1036
Oak Harbor Wealth Partners
North Carolina
$5.89M +$106K +226 +2%
SCM
1037
Stevens Capital Management
Pennsylvania
$5.88M +$5.88M +12,536 New
MMH
1038
Menora Mivtachim Holdings
Israel
$5.86M +$1.75M +3,735 +43%
MFG
1039
Magnus Financial Group
New York
$5.84M +$434K +925 +8%
YWM
1040
Yukon Wealth Management
Kansas
$5.79M +$5.79M +12,355 New
RRCM
1041
Rappaport Reiches Capital Management
Illinois
$5.78M -$150K -319 -3%
MAS
1042
MPWM Advisory Solutions
Georgia
$5.78M +$1.19M +2,537 +26%
RC
1043
Rovin Capital
Arizona
$5.78M -$61K -130 -1%
WAS
1044
Wealth Advisory Solutions
Indiana
$5.77M -$227K -485 -4%
SA
1045
Strategic Advisors
New York
$5.77M -$256K -545 -4%
KG
1046
Kieckhefer Group
Wisconsin
$5.77M +$81.1K +173 +1%
SAM
1047
Strategy Asset Managers
California
$5.76M -$169K -361 -3%
GWM
1048
Global Wealth Management
New Jersey
$5.75M +$126K +268 +2%
KP
1049
Keel Point
Alabama
$5.75M -$418K -891 -7%
BWA
1050
BlueChip Wealth Advisors
Georgia
$5.75M +$200K +427 +4%