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Invesco QQQ Trust

2,518 hedge funds and large institutions have $86.9B invested in Invesco QQQ Trust in 2023 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 982 increasing their positions, 974 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
+84
Holders Change %
+3.45%
% of All Funds
39.71%
Holding in Top 10
572
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+12.6%
% of All Funds
9.02%
New
229
Increased
982
Reduced
974
Closed
122
Calls
$119B
Puts
$238B
Net Calls
-$119B
Net Calls Change
-$31.5B
Name Holding Trade Value Shares
Change
Shares
Change %
P8IP
1076
Pier 88 Investment Partners
California
$3.21M +$2.55M +6,900 +383%
CIA
1077
Choate Investment Advisors
Massachusetts
$3.21M
VWA
1078
Visionary Wealth Advisors
Illinois
$3.21M +$728K +1,972 +29%
CFG
1079
Cooper Financial Group
California
$3.19M +$815K +2,205 +34%
PI
1080
Pachira Investments
California
$3.17M +$3.17M +8,590 New
WAM
1081
WNY Asset Management
New York
$3.15M +$185K +501 +6%
FFA
1082
First Foundation Advisors
California
$3.15M -$159K -430 -5%
FMWA
1083
Forvis Mazars Wealth Advisors
Missouri
$3.14M +$63.2K +171 +2%
SC
1084
Searle & Co
Connecticut
$3.13M +$2.69K +7 +0.1%
GWM
1085
GSB Wealth Management
Connecticut
$3.12M +$7.76K +21 +0.2%
HWP
1086
Heritage Wealth Partners
Ohio
$3.1M +$3.1M +8,396 New
TBWA
1087
Three Bridge Wealth Advisors
California
$3.1M +$490K +1,326 +19%
CCA
1088
Clearwater Capital Advisors
Illinois
$3.1M -$823K -2,228 -21%
WPIC
1089
White Pine Investment Company
Michigan
$3.07M +$1.03M +2,793 +51%
KWM
1090
Keebeck Wealth Management
Illinois
$3.07M
AAG
1091
Armstrong Advisory Group
Massachusetts
$3.06M +$369 +1 +0%
Squarepoint
1092
Squarepoint
New York
$3.05M +$3.05M +8,267 New
CFCI
1093
Comprehensive Financial Consultants Institutional
Indiana
$3.05M -$112K -293 -4%
MHWM
1094
Montz Harcus Wealth Management
Louisiana
$3.04M -$63.9K -173 -2%
FPIS
1095
Financial Planning & Information Services
Wisconsin
$3.04M -$199K -539 -6%
WF
1096
Welch & Forbes
Massachusetts
$3.04M +$46.2K +125 +2%
Wealth Enhancement Advisory Services
1097
Wealth Enhancement Advisory Services
Minnesota
$3.04M -$1.48K -4 -0%
CA
1098
Cornerstone Advisory
Maryland
$3.04M -$795K -2,151 -21%
SAM
1099
Silvercrest Asset Management
New York
$3.03M +$805K +2,178 +36%
PF
1100
Phoenix Financial
Israel
$3.03M -$4.13M -11,188 -58%