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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 %
GI
1301
Gradient Investments
Minnesota
$1.79M +$151K +410 +9%
KFS
1302
Kaizen Financial Strategies
California
$1.79M +$61.9K +166 +4%
DI
1303
Disciplined Investments
Oklahoma
$1.78M -$423K -1,144 -19%
CC
1304
Copperleaf Capital
North Carolina
$1.78M -$199K -538 -10%
IFAM
1305
Institutional & Family Asset Management
Colorado
$1.78M -$2.13M -5,778 -55%
NEWAS
1306
N.E.W. Advisory Services
Wisconsin
$1.77M +$46.5K +126 +3%
TAM
1307
Tocqueville Asset Management
New York
$1.77M -$17.7K -48 -1%
MCA
1308
MSH Capital Advisors
Arizona
$1.77M -$22.9K -62 -1%
AAMA
1309
Advanced Asset Management Advisors
Ohio
$1.75M +$116K +314 +7%
ANBT
1310
American National Bank & Trust
Texas
$1.75M +$22.2K +60 +1%
NB
1311
Nicolet Bankshares
Wisconsin
$1.74M -$25.1K -68 -1%
HKIM
1312
Hayek Kallen Investment Management
Alabama
$1.74M +$7.39K +20 +0.4%
PSF
1313
Pacific Sun Financial
California
$1.74M +$1.74M +5,426 New
MMPW
1314
Mitchell McLeod Pugh & Williams
Alabama
$1.74M +$739 +2 +0%
GC
1315
Grimes & Company
Massachusetts
$1.74M +$150K +407 +9%
LIG
1316
Lokken Investment Group
Delaware
$1.74M -$35.5K -96 -2%
KCM
1317
Kanawha Capital Management
Virginia
$1.73M -$17K -46 -1%
GWS
1318
Glassman Wealth Services
Virginia
$1.73M -$299K -809 -15%
AWE
1319
Avidian Wealth Enterprises
Texas
$1.73M -$221K -597 -11%
PWMG
1320
Provence Wealth Management Group
California
$1.73M -$242K -654 -12%
BFA
1321
Benedict Financial Advisors
Georgia
$1.72M
SWM
1322
Stockman Wealth Management
Montana
$1.72M -$317K -857 -16%
VF
1323
VitalStone Financial
Texas
$1.71M -$6.1M -18,990 -78%
FCIM
1324
Fairview Capital Investment Management
California
$1.71M -$11.1K -30 -0.6%
BWA
1325
BDO Wealth Advisors
Florida
$1.71M -$957K -2,590 -36%