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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 %
AIM
1401
Acropolis Investment Management
Missouri
$1.46M +$388K +1,049 +36%
DFA
1402
DHK Financial Advisors
New Hampshire
$1.45M +$610K +1,650 +72%
BCWM
1403
Bartlett & Co Wealth Management
Ohio
$1.45M +$252K +680 +21%
BC
1404
Bartlett & Co
Ohio
$1.45M +$252K +680 +21%
EWA
1405
EverSource Wealth Advisors
Alabama
$1.44M +$651K +1,761 +82%
SFS
1406
Stiles Financial Services
Minnesota
$1.44M -$93.8K -254 -6%
W
1407
WorthPointe
California
$1.44M +$903K +2,445 +169%
DA
1408
Dash Acquisitions
California
$1.44M +$19.9K +54 +1%
RIL
1409
Rothschild Investment LLC
Illinois
$1.44M -$10.7K -29 -0.7%
MP
1410
McDonald Partners
Ohio
$1.43M -$27.7K -75 -2%
APS
1411
American Planning Services
Florida
$1.43M +$10.7K +29 +0.8%
SAM
1412
Summit Asset Management
Tennessee
$1.43M -$5.54K -15 -0.4%
TI
1413
Trexquant Investment
Connecticut
$1.42M +$1.42M +3,840 New
AI
1414
Accredited Investors
Minnesota
$1.42M -$77.6K -210 -5%
PB
1415
Pinnacle Bancorp
Nebraska
$1.41M +$46.5K +126 +3%
DSAM
1416
Dock Street Asset Management
Florida
$1.41M -$14K -38 -1%
RWP
1417
Ridgecrest Wealth Partners
California
$1.41M -$94.2K -255 -6%
IIM
1418
Ipswich Investment Management
Massachusetts
$1.4M
RMAM
1419
Raab & Moskowitz Asset Management
New Jersey
$1.4M +$116K +313 +9%
MFG
1420
MidWestOne Financial Group
Iowa
$1.39M -$4.06K -11 -0.3%
ACP
1421
Aviance Capital Partners
Florida
$1.39M -$245K -662 -15%
MA
1422
MAS Advisors
Florida
$1.39M -$1.09M -2,951 -44%
BBA
1423
Braun-Bostich & Associates
Pennsylvania
$1.38M +$16.3K +44 +1%
CCB
1424
Country Club Bank
Missouri
$1.38M
CAM
1425
Cypress Asset Management
Texas
$1.37M -$188K -505 -12%