QQQ icon

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 %
SFA
1126
Source Financial Advisors
New York
$2.76M -$84.6K -236 -3%
TWP
1127
Tempus Wealth Planning
California
$2.76M +$84.9K +237 +3%
AFO
1128
Arrowroot Family Office
California
$2.75M -$88.1K -246 -3%
SAM
1129
Sawgrass Asset Management
Florida
$2.74M +$349K +973 +15%
Charles Schwab
1130
Charles Schwab
California
$2.72M +$2.72M +7,594 New
WPW
1131
Watershed Private Wealth
Illinois
$2.71M -$80.6K -225 -3%
FFA
1132
Farther Finance Advisors
California
$2.7M +$1.96M +5,480 +265%
CIA
1133
Capital Investment Advisors
Georgia
$2.7M +$20.8K +58 +0.8%
UB
1134
UMB Bank
Missouri
$2.69M +$1.59M +4,435 +144%
CAM
1135
Covenant Asset Management
New Jersey
$2.68M -$52.7K -147 -2%
MPPLM
1136
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.68M +$718K +2,005 +37%
MFG
1137
Magnus Financial Group
New York
$2.67M +$70.2K +196 +3%
CCA
1138
Clearwater Capital Advisors
Illinois
$2.67M -$330K -920 -11%
SWA
1139
Sightline Wealth Advisors
Connecticut
$2.66M -$94.9K -265 -3%
DWM
1140
Denver Wealth Management
Colorado
$2.66M -$161K -448 -6%
ESB
1141
Essex Savings Bank
Connecticut
$2.66M +$380K +1,061 +17%
QCIG
1142
Quad-Cities Investment Group
Iowa
$2.65M +$99.2K +277 +4%
PCA
1143
Peddock Capital Advisors
Massachusetts
$2.65M -$801K -2,236 -23%
KCFA
1144
Key Client Fiduciary Advisors
New Jersey
$2.64M +$225K +629 +9%
PAG
1145
Private Advisory Group
Washington
$2.63M -$1.99M -5,551 -43%
JAG
1146
Journey Advisory Group
Kentucky
$2.62M -$783K -2,185 -23%
CFO
1147
CVA Family Office
Colorado
$2.62M -$46.6K -130 -2%
GWSA
1148
Global Wealth Strategies & Associates
Colorado
$2.58M -$5.28M -14,728 -67%
WIC
1149
Woodmont Investment Counsel
Tennessee
$2.58M -$71.7K -200 -3%
FIM
1150
FWL Investment Management
Texas
$2.56M +$2.16M +6,028 +545%