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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 %
RAM
1076
Riggs Asset Management
Pennsylvania
$3.13M -$28.7K -80 -0.9%
P8IP
1077
Pier 88 Investment Partners
California
$3.12M
WP
1078
WealthSource Partners
California
$3.1M -$181K -506 -6%
WAM
1079
WNY Asset Management
New York
$3.1M +$44.1K +123 +1%
MA
1080
MONECO Advisors
Connecticut
$3.1M -$180K -502 -5%
PF
1081
Phoenix Financial
Israel
$3.1M +$164K +459 +6%
SHFP
1082
Second Half Financial Partners
Florida
$3.09M -$7.71M -21,513 -71%
SW
1083
SkyOak Wealth
Michigan
$3.09M -$132K -368 -4%
DWMG
1084
DB Wealth Management Group
California
$3.08M -$95.3K -266 -3%
OFG
1085
Omega Financial Group
California
$3.07M -$99.6K -278 -3%
IIA
1086
IPG Investment Advisors
California
$3.05M +$460K +1,282 +18%
MSA
1087
Marino Stram & Associates
Massachusetts
$3.04M +$122K +340 +4%
AWM
1088
Aprio Wealth Management
Georgia
$3.03M +$692K +1,931 +30%
AFP
1089
Alpha Financial Partners
Kentucky
$3.02M -$179K -500 -6%
CWM
1090
Congress Wealth Management
Massachusetts
$3.01M +$3.01M +8,395 New
Principal Financial Group
1091
Principal Financial Group
Iowa
$3M -$389K -1,081 -11%
PL
1092
Plancorp LLC
Missouri
$3M +$1.88M +5,243 +168%
OCFG
1093
O'Connor Financial Group
Illinois
$3M +$219K +610 +8%
CAM
1094
CenterStar Asset Management
Illinois
$2.99M -$6.66M -18,589 -69%
PSCM
1095
P&S Credit Management
New York
$2.99M +$2.99M +8,335 New
GWM
1096
GSB Wealth Management
Connecticut
$2.98M -$39.1K -109 -1%
KWM
1097
Keebeck Wealth Management
Illinois
$2.97M
MHWM
1098
Montz Harcus Wealth Management
Louisiana
$2.97M +$17.6K +49 +0.6%
CAM
1099
Crestone Asset Management
Colorado
$2.94M +$2.08M +5,792 +239%
WP
1100
Westmount Partners
California
$2.93M +$158K +442 +6%