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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 %
SMG
1201
Smart Money Group
Texas
$2.29M +$38.4K +104 +2%
PAG
1202
Paladin Advisory Group
Iowa
$2.29M +$46.5K +126 +2%
IA
1203
Insight Advisors
Pennsylvania
$2.28M -$248K -671 -10%
RFA
1204
Resurgent Financial Advisors
Georgia
$2.28M -$1.32M -3,570 -37%
TCM
1205
Towercrest Capital Management
Pennsylvania
$2.27M
CWS
1206
Cypress Wealth Services
California
$2.25M +$1.53K +4 +0.1%
TCM
1207
Triumph Capital Management
Colorado
$2.24M -$3.46M -9,367 -61%
LIA
1208
LBMC Investment Advisors
Tennessee
$2.24M -$78K -211 -3%
FI
1209
Financial Insights
Washington
$2.23M +$293K +793 +15%
CWA
1210
Capital Wealth Alliance
Arizona
$2.23M +$294K +795 +15%
CCA
1211
Catalyst Capital Advisors
New York
$2.23M -$14.8K -40 -0.7%
NI
1212
Noked Israel
Israel
$2.23M
TCOT
1213
Trust Company of Toledo
Ohio
$2.22M
SIC
1214
Salem Investment Counselors
North Carolina
$2.22M +$102K +276 +5%
State Farm Mutual Automobile Insurance
1215
State Farm Mutual Automobile Insurance
Illinois
$2.22M
HIMC
1216
Heritage Investors Management Corp
Maryland
$2.21M -$55.4K -150 -2%
CCA
1217
Cora Capital Advisors
New Jersey
$2.21M -$35.5K -96 -2%
WFS
1218
Weitzel Financial Services
Iowa
$2.21M -$55.1K -149 -2%
XF
1219
XML Financial
Maryland
$2.18M +$105K +282 +5%
AS
1220
Akuna Securities
Illinois
$2.18M -$38.9M -105,383 -95%
RWM
1221
Revisor Wealth Management
Ohio
$2.18M +$1.89M +5,119 +662%
DSN
1222
D. Scott Neal
Kentucky
$2.17M +$560K +1,516 +35%
KC
1223
Kingfisher Capital
North Carolina
$2.17M -$203K -550 -9%
KMWM
1224
Keudell/Morrison Wealth Management
Oregon
$2.16M
SPL
1225
Smart Portfolios LLC
Washington
$2.15M +$2.15M +5,831 New