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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 %
BFA
1176
Beaumont Financial Advisors
Massachusetts
$1.96M -$329K -1,025 -14%
LA
1177
LVW Advisors
New York
$1.95M
PAG
1178
Paladin Advisory Group
Iowa
$1.95M +$1.95M +6,077 New
CCA
1179
Cora Capital Advisors
New Jersey
$1.95M -$409K -1,274 -17%
CCA
1180
Catalyst Capital Advisors
New York
$1.95M +$13.5K +42 +0.7%
BBHC
1181
Brown Brothers Harriman & Co
New York
$1.95M -$877K -2,732 -31%
KCFA
1182
Key Client Fiduciary Advisors
New Jersey
$1.95M +$226K +704 +13%
WMWM
1183
Whitaker-Myers Wealth Managers
Ohio
$1.93M -$132K -412 -6%
SAM
1184
Silvercrest Asset Management
New York
$1.93M -$86.7K -270 -4%
TCOT
1185
Trust Company of Toledo
Ohio
$1.93M -$8.67K -27 -0.4%
State Farm Mutual Automobile Insurance
1186
State Farm Mutual Automobile Insurance
Illinois
$1.93M
AGM
1187
Alpine Global Management
New York
$1.92M -$8.03M -25,014 -81%
SAS
1188
Stelac Advisory Services
New York
$1.92M
AMBIA
1189
Allen Mooney & Barnes Investment Advisors
Georgia
$1.92M -$1.85M -5,776 -49%
IB
1190
Intrust Bank
Kansas
$1.91M -$123K -382 -6%
DI
1191
Disciplined Investments
Oklahoma
$1.91M -$75.1K -234 -4%
KIC
1192
Kensington Investment Counsel
California
$1.91M +$48.1K +150 +3%
CWS
1193
Cypress Wealth Services
California
$1.89M -$99.8K -311 -5%
KMWM
1194
Keudell/Morrison Wealth Management
Oregon
$1.87M -$16K -50 -0.8%
FAM
1195
Family Asset Management
South Carolina
$1.87M +$1.59M +4,949 +565%
CWM
1196
CCG Wealth Management
California
$1.87M -$5.14K -16 -0.3%
RFP
1197
Root Financial Partners
California
$1.86M +$1.86M +5,796 New
ACA
1198
Affinity Capital Advisors
California
$1.86M -$26.6K -83 -1%
OA
1199
Oxbow Advisors
Texas
$1.85M
JPLA
1200
Joseph P. Lucia & Associates
New York
$1.84M +$310K +966 +20%