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Invesco QQQ Trust

2,335 hedge funds and large institutions have $66B invested in Invesco QQQ Trust in 2022 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 804 increasing their positions, 976 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,335
Holders Change
+128
Holders Change %
+5.8%
% of All Funds
37.67%
Holding in Top 10
443
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.99%
% of All Funds
7.15%
New
322
Increased
804
Reduced
976
Closed
141
Calls
$96.3B
Puts
$123B
Net Calls
-$26.2B
Net Calls Change
+$11.4B
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
1076
JFS Wealth Advisors
Pennsylvania
$2.05M -$108K -406 -5%
YIA
1077
YHB Investment Advisors
Connecticut
$2.03M -$51.9K -195 -2%
VWA
1078
Visionary Wealth Advisors
Illinois
$2.03M +$19.7K +74 +1%
SCM
1079
Shelton Capital Management
Colorado
$2.03M
KTA
1080
Keeley-Teton Advisors
Illinois
$2.02M +$136K +511 +7%
DWM
1081
Denver Wealth Management
Colorado
$2.01M +$169K +636 +9%
VF
1082
VitalStone Financial
Texas
$2.01M +$2.01M +7,538 New
SAG
1083
SageView Advisory Group
California
$2.01M +$2.01M +7,532 New
T
1084
TCWP
Ohio
$2M -$2.33M -8,749 -54%
KF
1085
Krilogy Financial
Missouri
$2M +$867K +3,255 +77%
PLU
1086
Performa Ltd (US)
South Carolina
$2M +$2M +7,500 New
BEAM
1087
Baker Ellis Asset Management
Washington
$1.99M -$42.6K -160 -2%
ESB
1088
Essex Savings Bank
Connecticut
$1.98M
GPFA
1089
Game Plan Financial Advisors
Ohio
$1.98M -$6.66K -25 -0.3%
GWS
1090
Glassman Wealth Services
Virginia
$1.97M +$510K +1,917 +35%
BCA
1091
Bay Colony Advisors
Massachusetts
$1.96M -$1.33K -5 -0.1%
APWM
1092
Atlas Private Wealth Management
New York
$1.96M +$256K +961 +15%
CCA
1093
Cora Capital Advisors
New Jersey
$1.96M +$1.96M +7,350 New
DLHL
1094
Donald L. Hagan LLC
Florida
$1.94M -$123K -461 -6%
SSWM
1095
Strait & Sound Wealth Management
California
$1.94M +$1.94M +6,898 New
AWM
1096
Accel Wealth Management
Iowa
$1.94M -$87.9K -330 -4%
Allianz Asset Management
1097
Allianz Asset Management
Germany
$1.92M -$8.71M -32,700 -82%
KFS
1098
Kaizen Financial Strategies
California
$1.91M +$203K +724 +12%
PFA
1099
Pure Financial Advisors
California
$1.91M -$503K -1,888 -21%
SAM
1100
SignalPoint Asset Management
Missouri
$1.91M +$36.8K +138 +2%