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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 %
LWCFA
1201
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.84M -$27.9K -87 -1%
SIC
1202
Salem Investment Counselors
North Carolina
$1.84M -$77.4K -241 -4%
BBPWM
1203
Blue Bell Private Wealth Management
Pennsylvania
$1.84M -$142K -443 -7%
DJYG
1204
David J. Yvars Group
Florida
$1.84M +$1.84M +5,718 New
T
1205
TNF
Montana
$1.83M -$524K -1,626 -22%
RWP
1206
RWA Wealth Partners
Massachusetts
$1.83M +$38.2K +119 +2%
FA
1207
FC Advisory
Pennsylvania
$1.83M +$2.25K +7 +0.1%
SIC
1208
Samalin Investment Counsel
New York
$1.82M -$217K -676 -11%
FWC
1209
First Washington Corp
Washington
$1.82M -$409K -1,275 -18%
BPWM
1210
Badgley Phelps Wealth Managers
Washington
$1.82M -$209K -651 -10%
JSW
1211
Journey Strategic Wealth
New Jersey
$1.81M +$11.9K +37 +0.7%
BMCM
1212
Bryn Mawr Capital Management
Pennsylvania
$1.8M
GLR
1213
Great Lakes Retirement
Ohio
$1.8M +$75.7K +236 +4%
MMH
1214
Menora Mivtachim Holdings
Israel
$1.79M +$1.79M +5,593 New
XF
1215
XML Financial
Maryland
$1.79M +$33.7K +105 +2%
CCM
1216
Colorado Capital Management
Colorado
$1.78M
AMG
1217
Advisors Management Group
Wisconsin
$1.78M +$41.7K +130 +2%
WPIC
1218
White Pine Investment Company
Michigan
$1.77M +$1.29M +4,031 +270%
LFA
1219
Lauterbach Financial Advisors
Texas
$1.77M +$66.4K +207 +4%
SWM
1220
Stockman Wealth Management
Montana
$1.77M -$16K -50 -0.9%
GWS
1221
Glassman Wealth Services
Virginia
$1.76M -$615K -1,917 -26%
BFG
1222
Berger Financial Group
Minnesota
$1.75M +$86K +268 +5%
ACM
1223
Absolute Capital Management
Pennsylvania
$1.75M +$1.75M +5,455 New
TLA
1224
Tanglewood Legacy Advisors
Texas
$1.74M
PAM
1225
PVG Asset Management
Colorado
$1.74M +$433K +1,349 +33%