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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 %
BWP
1076
Balboa Wealth Partners
Arizona
$2.55M -$31.1K -97 -1%
CFG
1077
Citizens Financial Group
Rhode Island
$2.54M -$8.67K -27 -0.3%
SFA
1078
Source Financial Advisors
New York
$2.53M -$265K -827 -9%
WIC
1079
Woodmont Investment Counsel
Tennessee
$2.53M -$197K -615 -7%
WP
1080
Westmount Partners
California
$2.53M +$23.4K +73 +0.9%
JWA
1081
JFS Wealth Advisors
Pennsylvania
$2.51M +$45.6K +142 +2%
DWM
1082
Defined Wealth Management
Oregon
$2.51M -$2.49M -7,772 -50%
DWM
1083
Denver Wealth Management
Colorado
$2.51M +$78.6K +245 +3%
KTA
1084
Keeley-Teton Advisors
Illinois
$2.49M +$61.6K +192 +3%
BEC
1085
Blue Edge Capital
Virginia
$2.49M -$1.17M -3,634 -32%
EG
1086
Ellerson Group
Maryland
$2.47M -$20.5K -64 -0.8%
EWM
1087
Elite Wealth Management
Washington
$2.46M -$45.6K -142 -2%
CPC
1088
Congress Park Capital
New York
$2.46M +$211K +656 +9%
SCM
1089
Shelton Capital Management
Colorado
$2.46M +$16K +50 +0.7%
TWP
1090
Tempus Wealth Planning
California
$2.46M -$16.4K -51 -0.7%
EGA
1091
E&G Advisors
Texas
$2.45M +$379K +1,180 +18%
LS
1092
Leelyn Smith
Illinois
$2.45M -$35.9K -112 -1%
CAM
1093
Covenant Asset Management
New Jersey
$2.44M -$100K -313 -4%
SV
1094
Sturgeon Ventures
United Kingdom
$2.44M +$2.44M +7,592 New
AWM
1095
Ameliora Wealth Management
Switzerland
$2.43M +$358K +1,117 +17%
SQA
1096
Simon Quick Advisors
New Jersey
$2.43M +$331K +1,031 +16%
AWM
1097
Accel Wealth Management
Iowa
$2.42M +$87.6K +273 +4%
GAA
1098
Global Assets Advisory
Florida
$2.41M -$522K -1,636 -18%
SWA
1099
Sightline Wealth Advisors
Connecticut
$2.39M -$82.8K -258 -3%
YIA
1100
YHB Investment Advisors
Connecticut
$2.38M -$62.9K -196 -3%