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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 %
SAF
1151
Smith Anglin Financial
Texas
$2.1M +$95.6K +298 +5%
VHAM
1152
Van Hulzen Asset Management
California
$2.09M +$641K +1,997 +44%
CC
1153
Codex Capital
New York
$2.09M
KWM
1154
Kaydan Wealth Management
Michigan
$2.07M +$5.78K +18 +0.3%
IAM
1155
Innovis Asset Management
Illinois
$2.07M +$29.2K +91 +1%
CFG
1156
Cooper Financial Group
California
$2.07M +$61.9K +193 +3%
KC
1157
Kingfisher Capital
North Carolina
$2.07M -$145K -451 -7%
MA
1158
Mezzasalma Advisors
New Jersey
$2.06M +$331K +1,031 +19%
ZIM
1159
Zacks Investment Management
Illinois
$2.06M -$160K -500 -7%
CWM
1160
Congress Wealth Management
Massachusetts
$2.06M -$205K -640 -9%
PFM
1161
Parsec Financial Management
North Carolina
$2.05M -$240K -748 -10%
FAG
1162
Fortitude Advisory Group
Washington
$2.05M -$21.5K -67 -1%
RWIA
1163
Roger Wittlin Investment Advisory
California
$2.04M -$28.6K -89 -1%
CPSC
1164
Carl P. Sherr & Co
Massachusetts
$2.04M
GSB
1165
Greenfield Savings Bank
Massachusetts
$2.03M -$45.3K -141 -2%
FA
1166
Financial Advisors
Massachusetts
$2.03M -$18K -56 -0.9%
ACM
1167
Advisors Capital Management
New Jersey
$2.02M +$212K +662 +12%
FNFDCM
1168
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.02M
LIA
1169
LBMC Investment Advisors
Tennessee
$2.01M +$3.21K +10 +0.2%
ST
1170
Sageworth Trust
Pennsylvania
$2.01M +$1.95M +6,074 +3,337%
BWA
1171
Bordeaux Wealth Advisors
California
$2M +$1.66M +5,187 +491%
TCM
1172
Towercrest Capital Management
Pennsylvania
$1.97M
SMG
1173
Smart Money Group
Texas
$1.97M -$338K -1,048 -15%
HIMC
1174
Heritage Investors Management Corp
Maryland
$1.97M +$241K +750 +14%
WFS
1175
Weitzel Financial Services
Iowa
$1.96M -$145K -452 -7%