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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 %
CGL
1326
Clarius Group LLC
Washington
$1.71M -$58K -157 -3%
MWM
1327
Merriman Wealth Management
Washington
$1.7M +$291K +787 +21%
PNAA
1328
Pictet North America Advisors
Switzerland
$1.7M
AWC
1329
Adamsbrown Wealth Consultants
Kansas
$1.69M +$144K +390 +9%
AFO
1330
Allie Family Office
Florida
$1.69M +$209K +566 +14%
FHB
1331
First Hawaiian Bank
Hawaii
$1.69M
TWP
1332
Tower Wealth Partners
Pennsylvania
$1.68M -$28.8K -78 -2%
AAMC
1333
Asset Allocation & Management Company
Illinois
$1.68M
CWM
1334
Collaborative Wealth Management
Florida
$1.67M -$136K -368 -8%
CAL
1335
Capital Analysts LLC
Pennsylvania
$1.67M -$200K -542 -11%
LNWWM
1336
Laird Norton Wetherby Wealth Management
California
$1.67M +$114K +308 +7%
WPC
1337
Waters Parkerson & Co
Louisiana
$1.67M -$11.1K -30 -0.7%
CAWM
1338
Capital Advisors Wealth Management
Washington
$1.67M +$127K +345 +8%
CCM
1339
Consolidated Capital Management
California
$1.67M -$50.6K -137 -3%
RWP
1340
Revolve Wealth Partners
New Jersey
$1.66M -$301K -815 -15%
BP
1341
BBR Partners
New York
$1.66M
IAG
1342
Investmark Advisory Group
Connecticut
$1.65M +$154K +417 +10%
BDF
1343
Black Diamond Financial
Maryland
$1.65M -$7.76K -21 -0.5%
BCM
1344
Bienville Capital Management
New York
$1.64M +$1.11K +3 +0.1%
CIA
1345
Cladis Investment Advisory
Montana
$1.64M +$7.39K +20 +0.5%
EWM
1346
EPG Wealth Management
Georgia
$1.64M +$168K +456 +11%
CCIA
1347
Cherry Creek Investment Advisors
Colorado
$1.63M -$66.5K -180 -4%
BWA
1348
Beam Wealth Advisors
Louisiana
$1.63M -$82K -222 -5%
IAG
1349
Investment Advisory Group
Massachusetts
$1.62M +$99K +268 +7%
FANJ
1350
Financial Architects (New Jersey)
New Jersey
$1.62M +$37.3K +101 +2%