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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 %
TCWM
1451
Total Clarity Wealth Management
Illinois
$1.29M -$26.6K -72 -2%
SAG
1452
Spotlight Asset Group
Illinois
$1.28M +$689K +1,865 +116%
QWM
1453
QP Wealth Management
New Jersey
$1.28M +$38.8K +105 +3%
MAS
1454
Meeder Advisory Services
Ohio
$1.28M +$127K +343 +11%
AF
1455
Affiance Financial
Minnesota
$1.28M +$369 +1 +0%
OIM
1456
Oder Investment Management
California
$1.27M -$22.2K -60 -2%
BOSSRA
1457
B.O.S.S. Retirement Advisors
Utah
$1.27M +$321K +870 +34%
TA
1458
Tiedemann Advisors
New York
$1.26M +$186K +502 +17%
SAM
1459
SP Asset Management
California
$1.26M -$119K -322 -9%
CD
1460
Chapin Davis
Maryland
$1.25M +$634K +1,716 +102%
KWA
1461
Kingswood Wealth Advisors
California
$1.25M +$1.25M +3,386 New
LEFP
1462
Leading Edge Financial Planning
Tennessee
$1.25M -$156K -421 -11%
AI
1463
Atom Investors
Texas
$1.25M +$448K +1,213 +56%
CW
1464
Channel Wealth
California
$1.25M -$1.44M -3,891 -54%
ACM
1465
Advance Capital Management
Michigan
$1.25M -$38.4K -104 -3%
BWM
1466
BNC Wealth Management
Oregon
$1.25M -$19.9K -54 -2%
FM
1467
Family Management
New York
$1.24M +$55.8K +151 +5%
FPCG
1468
Fort Pitt Capital Group
Pennsylvania
$1.24M -$52.5K -142 -4%
CG
1469
CFO4Life Group
Texas
$1.24M +$327K +884 +36%
CWA
1470
Clarus Wealth Advisors
Arizona
$1.24M -$1.1K -3 -0.1%
FFM
1471
Forum Financial Management
Illinois
$1.23M +$234K +634 +23%
ACM
1472
Armbruster Capital Management
New York
$1.23M
WFM
1473
Wolff Financial Management
Michigan
$1.23M
AA
1474
Aire Advisors
California
$1.23M +$61.7K +167 +5%
OFG
1475
Oxford Financial Group
Indiana
$1.22M -$160K -434 -12%