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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 %
UB
1426
UMB Bank
Missouri
$913K -$861K -3,230 -49%
SIA
1427
Schechter Investment Advisors
Michigan
$910K +$580K +2,180 +176%
BS
1428
Boenning & Scattergood
Pennsylvania
$907K -$81.6K -225 -8%
TFA
1429
Teamwork Financial Advisors
Texas
$904K -$1.61M -6,037 -64%
SWM
1430
SFG Wealth Management
Maryland
$902K -$763K -2,867 -46%
DDC
1431
DF Dent & Co
Maryland
$899K +$899K +3,376 New
AIM
1432
Acropolis Investment Management
Missouri
$898K -$37.8K -142 -4%
Kovitz Investment Group Partners
1433
Kovitz Investment Group Partners
Illinois
$898K +$898K +3,373 New
PA
1434
Procyon Advisors
Connecticut
$895K +$252K +947 +39%
BFC
1435
Blue Fin Capital
Rhode Island
$891K +$31.4K +118 +4%
LWM
1436
Lyell Wealth Management
California
$889K +$160K +602 +22%
Jones Financial Companies
1437
Jones Financial Companies
Missouri
$886K -$67.6K -254 -7%
WFM
1438
Wolff Financial Management
Michigan
$884K +$266 +1 +0%
AWM
1439
AllSquare Wealth Management
New York
$883K +$12K +45 +1%
ONB
1440
Old National Bancorp
Indiana
$882K +$72.5K +272 +9%
WDL
1441
Well Done LLC
Michigan
$882K +$57K +214 +7%
AA
1442
Aire Advisors
California
$881K +$81.2K +305 +10%
IAG
1443
Ipsen Advisor Group
Arkansas
$879K +$879K +3,301 New
CC
1444
Callan Capital
California
$879K +$509K +1,912 +138%
AAS
1445
Annex Advisory Services
Wisconsin
$877K -$20.5K -77 -2%
TW
1446
TrinityPoint Wealth
Connecticut
$875K +$99.1K +372 +13%
PCP
1447
Proficio Capital Partners
Massachusetts
$875K -$354K -1,328 -29%
BC
1448
Bartlett & Co
Ohio
$874K +$10.4K +39 +1%
BCWM
1449
Bartlett & Co Wealth Management
Ohio
$874K +$10.4K +39 +1%
FFC
1450
First Financial Corp
Indiana
$871K