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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 %
WSTAM
1226
Wilbanks Smith & Thomas Asset Management
Virginia
$1.74M +$194K +606 +13%
RCWM
1227
Royal Capital Wealth Management
Indiana
$1.73M +$18.9K +59 +1%
CHA
1228
Carmichael Hill & Associates
Maryland
$1.73M +$112K +349 +7%
CPA
1229
Capital Planning Advisors
California
$1.72M -$60.3K -188 -3%
SXL
1230
Summit X LLC
Missouri
$1.72M +$77.7K +242 +5%
CC
1231
Copperleaf Capital
North Carolina
$1.72M +$1.11M +3,467 +185%
PWMG
1232
Provence Wealth Management Group
California
$1.71M -$972K -3,029 -36%
BWM
1233
Baystate Wealth Management
Massachusetts
$1.71M +$65.5K +204 +4%
RWP
1234
Revolve Wealth Partners
New Jersey
$1.7M -$6.1K -19 -0.4%
AL
1235
Aspiriant LLC
California
$1.7M +$1.38M +4,307 +432%
CA
1236
Continuum Advisory
Idaho
$1.7M -$41.7K -766 -2%
SFG
1237
SNS Financial Group
Minnesota
$1.7M -$42.7K -133 -2%
PP
1238
Patten & Patten
Tennessee
$1.7M -$46.5K -145 -3%
AWE
1239
Avidian Wealth Enterprises
Texas
$1.69M +$1.12M +3,478 +193%
NFA
1240
Northern Financial Advisors
Michigan
$1.69M +$239K +745 +16%
FI
1241
Financial Insights
Washington
$1.68M -$146K -456 -8%
AFG
1242
Atomi Financial Group
New York
$1.68M +$1.68M +5,243 New
CWA
1243
Capital Wealth Alliance
Arizona
$1.68M +$402K +1,252 +31%
LHWM
1244
Lake Hills Wealth Management
Texas
$1.68M -$21.8K -68 -1%
BTWM
1245
Baker Tilly Wealth Management
Wisconsin
$1.67M -$516K -1,609 -24%
TP
1246
Tranquility Partners
Tennessee
$1.66M +$26.6K +83 +2%
FT
1247
Fiduciary Trust
Massachusetts
$1.66M -$50.1K -156 -3%
CCB
1248
Cutter & Co Brokerage
Missouri
$1.66M +$39.5K +123 +2%
NAM
1249
NorthCrest Asset Manangement
Minnesota
$1.65M +$415K +1,294 +34%
OWA
1250
Outlook Wealth Advisors
Texas
$1.65M -$3.53K -11 -0.2%