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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 %
LFA
1251
Lauterbach Financial Advisors
Texas
$2.02M -$11.1K -30 -0.5%
LWCFA
1252
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.01M -$105K -285 -5%
WMWM
1253
Whitaker-Myers Wealth Managers
Ohio
$2.01M -$218K -590 -10%
FCBT
1254
First Citizens Bank & Trust
North Carolina
$2M +$147K +399 +8%
TLA
1255
Tanglewood Legacy Advisors
Texas
$2M -$7.02K -19 -0.3%
CSA
1256
Cottage Street Advisors
Massachusetts
$2M +$259K +701 +15%
LCS
1257
Levin Capital Strategies
New York
$1.99M -$2.22M -5,998 -53%
KNW
1258
Kesler Norman & Wride
Utah
$1.99M +$167K +452 +9%
SXL
1259
Summit X LLC
Missouri
$1.99M +$12.2K +33 +0.6%
RCWM
1260
Royal Capital Wealth Management
Indiana
$1.99M
APF
1261
Alaska Permanent Fund
Alaska
$1.99M +$1.99M +5,382 New
FF
1262
Fluent Financial
Texas
$1.96M -$9.27M -25,095 -83%
GSEP
1263
Golden State Equity Partners
California
$1.96M +$1.34M +3,640 +219%
BFA
1264
Beaumont Financial Advisors
Massachusetts
$1.96M -$293K -794 -13%
GAM
1265
Gotham Asset Management
New York
$1.95M +$1.95M +5,288 New
SFG
1266
SNS Financial Group
Minnesota
$1.95M -$8.14K -22 -0.4%
KIC
1267
Kensington Investment Counsel
California
$1.95M -$249K -673 -11%
NFA
1268
Northern Financial Advisors
Michigan
$1.95M +$2.96K +8 +0.2%
FNT
1269
First National Trust
Pennsylvania
$1.94M +$59.5K +161 +3%
LHWM
1270
Lake Hills Wealth Management
Texas
$1.93M
WSTAM
1271
Wilbanks Smith & Thomas Asset Management
Virginia
$1.93M -$70.9K -192 -4%
AMG
1272
Advisors Management Group
Wisconsin
$1.93M -$118K -320 -6%
RZH
1273
Relyea Zuckerberg Hanson
Connecticut
$1.92M -$3.02M -8,172 -61%
TP
1274
Tranquility Partners
Tennessee
$1.92M +$7.02K +19 +0.4%
BWM
1275
Birchcreek Wealth Management
Ohio
$1.91M -$634K -1,715 -25%