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Invesco QQQ Trust

2,518 hedge funds and large institutions have $83.1B invested in Invesco QQQ Trust in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,072 increasing their positions, 909 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
Holders Change %
0%
% of All Funds
40.15%
Holding in Top 10
548
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.2%
% of All Funds
8.74%
New
172
Increased
1,072
Reduced
909
Closed
139
Calls
$130B
Puts
$229B
Net Calls
-$99.5B
Net Calls Change
+$19.5B
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
1251
Colorado Capital Management
Colorado
$1.99M
LWCFA
1252
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.98M
CSA
1253
Cottage Street Advisors
Massachusetts
$1.97M +$37.6K +105 +2%
GWS
1254
Glassman Wealth Services
Virginia
$1.97M +$290K +810 +17%
CWA
1255
Capital Wealth Alliance
Arizona
$1.97M -$196K -547 -9%
LIA
1256
LBMC Investment Advisors
Tennessee
$1.97M -$185K -521 -9%
WMWM
1257
Whitaker-Myers Wealth Managers
Ohio
$1.97M +$17.9K +50 +0.9%
FAG
1258
Fortitude Advisory Group
Washington
$1.95M -$113K -316 -5%
QCM
1259
QRG Capital Management
Illinois
$1.95M +$1.95M +5,444 New
CFGSD
1260
Compass Financial Group (South Dakota)
South Dakota
$1.95M -$25.8K -72 -1%
TLA
1261
Tanglewood Legacy Advisors
Texas
$1.94M
LFP
1262
Lakeshore Financial Planning
Michigan
$1.94M +$1.94M +5,408 New
GAM
1263
Gotham Asset Management
New York
$1.94M +$41.2K +115 +2%
LCS
1264
Levin Capital Strategies
New York
$1.93M +$717 +2 +0%
FCM
1265
Fortis Capital Management
Washington
$1.93M +$108K +301 +6%
APF
1266
Alaska Permanent Fund
Alaska
$1.93M
PSF
1267
Pacific Sun Financial
California
$1.93M -$18.3K -51 -0.9%
FNT
1268
First National Trust
Pennsylvania
$1.93M +$41.2K +115 +2%
RWP
1269
Revolve Wealth Partners
New Jersey
$1.92M +$316K +881 +20%
BTWM
1270
Baker Tilly Wealth Management
Wisconsin
$1.92M +$160K +447 +9%
SFG
1271
SNS Financial Group
Minnesota
$1.92M +$30.9K +86 +2%
KNW
1272
Kesler Norman & Wride
Utah
$1.92M -$16.5K -46 -0.9%
SPL
1273
Smart Portfolios LLC
Washington
$1.91M -$177K -493 -8%
PIA
1274
Panoramic Investment Advisors
Colorado
$1.91M +$1.91M +5,327 New
KIC
1275
Kensington Investment Counsel
California
$1.89M +$358 +1 +0%