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Invesco QQQ Trust

2,335 hedge funds and large institutions have $66B invested in Invesco QQQ Trust in 2022 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 804 increasing their positions, 976 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,335
Holders Change
+128
Holders Change %
+5.8%
% of All Funds
37.67%
Holding in Top 10
443
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.99%
% of All Funds
7.15%
New
322
Increased
804
Reduced
976
Closed
141
Calls
$96.3B
Puts
$123B
Net Calls
-$26.2B
Net Calls Change
+$11.4B
Name Holding Trade Value Shares
Change
Shares
Change %
NC
1401
NovaPoint Capital
Georgia
$973K -$101K -379 -9%
ACS
1402
Archford Capital Strategies
Illinois
$970K +$743K +2,789 +327%
SWM
1403
Sendero Wealth Management
Texas
$957K +$957K +3,595 New
IFAM
1404
Institutional & Family Asset Management
Colorado
$955K -$113K -426 -11%
CP
1405
Capital Planning
Washington
$954K -$64.2K -241 -6%
CC
1406
Chicago Capital
Illinois
$954K +$136K +509 +17%
CFO
1407
Callan Family Office
Pennsylvania
$952K +$952K +3,577 New
JIR
1408
James Investment Research
Ohio
$951K -$102K -384 -10%
CCB
1409
Country Club Bank
Missouri
$947K -$288K -1,080 -23%
WWM
1410
Westwood Wealth Management
California
$941K +$197K +740 +26%
GFPC
1411
Global Financial Private Client
Florida
$933K +$14.1K +53 +2%
TCWM
1412
Total Clarity Wealth Management
Illinois
$930K +$2.13K +8 +0.2%
AF
1413
Aldebaran Financial
$929K -$79.9K -300 -8%
RMAM
1414
Raab & Moskowitz Asset Management
New Jersey
$928K +$41K +154 +5%
RFN
1415
Redwood Financial Network
Ohio
$928K +$84.2K +316 +10%
AF
1416
Affiance Financial
Minnesota
$926K +$659K +2,475 +247%
SAM
1417
SP Asset Management
California
$925K +$58K +218 +7%
IFA
1418
Interactive Financial Advisors
Illinois
$925K +$398K +1,496 +76%
BWM
1419
BNC Wealth Management
Oregon
$924K -$371K -1,393 -29%
SIAP
1420
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$923K +$267K +1,001 +41%
NFSG
1421
Newbridge Financial Services Group
Florida
$921K +$97.7K +367 +12%
BA
1422
Ballew Advisors
Mississippi
$920K +$3.07K +11 +0.3%
IP
1423
Intellectus Partners
California
$920K +$133K +499 +17%
FPB
1424
First PREMIER Bank
South Dakota
$917K +$13K +49 +1%
EWM
1425
Edge Wealth Management
New York
$916K +$916K +3,476 New