QQQ icon

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 %
PBF
1051
Petix & Botte Financial
California
$2.71M +$2.71M +8,453 New
SAG
1052
SageView Advisory Group
California
$2.71M +$294K +917 +12%
FBB
1053
Fulton Breakefield Broenniman
Maryland
$2.71M +$169K +527 +7%
GWM
1054
GSB Wealth Management
Connecticut
$2.7M -$4.81K -15 -0.2%
MHWM
1055
Montz Harcus Wealth Management
Louisiana
$2.7M -$17.7K -55 -0.6%
HWA
1056
HCR Wealth Advisors
California
$2.68M
FMWA
1057
Forvis Mazars Wealth Advisors
Missouri
$2.68M -$148K -462 -5%
VWM
1058
Vigilare Wealth Management
Arizona
$2.67M -$116K -361 -4%
AM
1059
AGF Management
Ontario, Canada
$2.67M -$1.93M -6,018 -42%
FFG
1060
Fortem Financial Group
California
$2.67M +$710K +2,213 +36%
KWM
1061
Keebeck Wealth Management
Illinois
$2.66M +$169K +527 +7%
S
1062
SignatureFD
Georgia
$2.66M -$109K -341 -4%
AAG
1063
Armstrong Advisory Group
Massachusetts
$2.66M -$579K -1,805 -18%
PWA
1064
PCG Wealth Advisors
Kansas
$2.66M -$92.1K -287 -3%
CFCI
1065
Comprehensive Financial Consultants Institutional
Indiana
$2.65M +$2.65M +8,270 New
Wealth Enhancement Advisory Services
1066
Wealth Enhancement Advisory Services
Minnesota
$2.64M +$2.37M +7,372 +865%
SC
1067
Searle & Co
Connecticut
$2.63M
BOPW
1068
Brandywine Oak Private Wealth
Pennsylvania
$2.63M
HGERS
1069
Householder Group Estate & Retirement Specialist
Arizona
$2.61M +$2.61M +8,143 New
SWA
1070
Strategies Wealth Advisors
Michigan
$2.61M +$370K +1,154 +17%
AC
1071
AlphaCore Capital
California
$2.61M -$11.4M -35,520 -81%
QPWM
1072
Quadrant Private Wealth Management
Pennsylvania
$2.6M -$87.8K -273 -3%
WF
1073
Welch & Forbes
Massachusetts
$2.6M
PAM
1074
Peak Asset Management
Colorado
$2.6M +$54.9K +171 +2%
WAM
1075
WNY Asset Management
New York
$2.58M +$439K +1,367 +21%