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Invesco QQQ Trust

2,518 hedge funds and large institutions have $83.1B invested in Invesco QQQ Trust in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,072 increasing their positions, 909 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
Holders Change %
0%
% of All Funds
40.15%
Holding in Top 10
548
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.2%
% of All Funds
8.74%
New
172
Increased
1,072
Reduced
909
Closed
139
Calls
$130B
Puts
$229B
Net Calls
-$99.5B
Net Calls Change
+$19.5B
Name Holding Trade Value Shares
Change
Shares
Change %
WPIC
1051
White Pine Investment Company
Michigan
$3.41M +$425K +1,185 +14%
PI
1052
Pachira Investments
California
$3.4M +$320K +894 +10%
BWM
1053
BCS Wealth Management
Tennessee
$3.39M +$109K +304 +3%
CAI
1054
Capital Advisors Inc
Oklahoma
$3.39M +$109K +304 +3%
CC
1055
Courier Capital
New York
$3.38M +$77K +215 +2%
TMWM
1056
Taylor & Morgan Wealth Management
Michigan
$3.38M -$131K -366 -4%
VA
1057
Valmark Advisers
Ohio
$3.37M -$19.3K -54 -0.6%
PBK
1058
Peoples Bank (Kansas)
Kansas
$3.34M +$3.34M +9,322 New
ARC
1059
Advisor Resource Council
Texas
$3.33M -$3.25M -9,066 -49%
IWM
1060
Iams Wealth Management
Nebraska
$3.31M +$3.31M +9,246 New
IIC
1061
Integrated Investment Consultants
Michigan
$3.31M +$5.37K +15 +0.2%
CWM
1062
Castle Wealth Management
Florida
$3.29M -$102K -285 -3%
LWMNY
1063
Landmark Wealth Management (New York)
New York
$3.28M -$119K -332 -3%
CPCM
1064
Cardinal Point Capital Management
Ontario, Canada
$3.22M
SAF
1065
Smith Anglin Financial
Texas
$3.22M +$438K +1,223 +16%
TBWA
1066
Three Bridge Wealth Advisors
California
$3.22M +$212K +591 +7%
NAG
1067
Northstar Advisory Group
New Jersey
$3.21M +$425K +1,186 +15%
PJSIMP
1068
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.2M
LW
1069
Linscomb Wealth
Texas
$3.2M -$153K -427 -5%
CDH
1070
Charles D. Hyman
$3.19M +$717 +2 +0%
NS
1071
NBC Securities
Alabama
$3.18M +$3.18M +8,886 New
TI
1072
Tidal Investments
Wisconsin
$3.18M +$1.14M +3,186 +56%
SCM
1073
Shelton Capital Management
Colorado
$3.15M -$9.32K -26 -0.3%
VWA
1074
Visionary Wealth Advisors
Illinois
$3.14M +$22.9K +64 +0.7%
FMWA
1075
Forvis Mazars Wealth Advisors
Missouri
$3.14M +$87.1K +243 +3%