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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 %
PWA
1101
PCG Wealth Advisors
Kansas
$3.02M -$33.2K -90 -1%
FBB
1102
Fulton Breakefield Broenniman
Maryland
$3.01M -$106K -287 -3%
MSA
1103
Marino Stram & Associates
Massachusetts
$3.01M +$389K +1,052 +15%
SWA
1104
Strategies Wealth Advisors
Michigan
$3M +$1.11K +3 +0%
SWM
1105
Sugarloaf Wealth Management
Georgia
$3M -$388K -1,049 -11%
QPWM
1106
Quadrant Private Wealth Management
Pennsylvania
$2.99M -$4.81K -13 -0.2%
PAM
1107
Peak Asset Management
Colorado
$2.97M -$23.6K -64 -0.8%
DWM
1108
Defined Wealth Management
Oregon
$2.94M +$53.2K +144 +2%
AWM
1109
Accel Wealth Management
Iowa
$2.94M +$147K +399 +5%
SFA
1110
Source Financial Advisors
New York
$2.93M +$17.7K +48 +0.6%
AFO
1111
Arrowroot Family Office
California
$2.92M +$2.07M +5,616 +244%
BOPW
1112
Brandywine Oak Private Wealth
Pennsylvania
$2.92M -$100K -272 -3%
AC
1113
AlphaCore Capital
California
$2.92M -$56.4K -154 -2%
JWA
1114
JFS Wealth Advisors
Pennsylvania
$2.91M +$21.4K +58 +0.7%
DWM
1115
Denver Wealth Management
Colorado
$2.91M +$22.5K +61 +0.8%
SIC
1116
Samalin Investment Counsel
New York
$2.91M +$809K +2,190 +39%
RBFC
1117
Roman Butler Fullerton & Co
Missouri
$2.9M +$1.9M +4,924 +190%
LS
1118
Leelyn Smith
Illinois
$2.9M +$76.8K +208 +3%
KTA
1119
Keeley-Teton Advisors
Illinois
$2.89M +$14.4K +39 +0.5%
WPW
1120
Watershed Private Wealth
Illinois
$2.88M +$2.88M +7,803 New
NAG
1121
Northstar Advisory Group
New Jersey
$2.87M -$6.7M -18,124 -70%
SAF
1122
Smith Anglin Financial
Texas
$2.87M +$451K +1,222 +19%
OCFG
1123
O'Connor Financial Group
Illinois
$2.86M -$332K -899 -10%
WP
1124
Westmount Partners
California
$2.86M -$52.8K -143 -2%
EG
1125
Ellerson Group
Maryland
$2.85M +$7.39K +20 +0.3%