QQQ icon

Invesco QQQ Trust

2,434 hedge funds and large institutions have $73B invested in Invesco QQQ Trust in 2023 Q1 according to their latest regulatory filings, with 276 funds opening new positions, 877 increasing their positions, 956 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,434
Holders Change
+99
Holders Change %
+4.24%
% of All Funds
38.96%
Holding in Top 10
508
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+14.67%
% of All Funds
8.13%
New
276
Increased
877
Reduced
956
Closed
126
Calls
$122B
Puts
$209B
Net Calls
-$87.5B
Net Calls Change
-$61.3B
Name Holding Trade Value Shares
Change
Shares
Change %
LA
1476
Lane & Associates
New Jersey
$1.01M -$203K -633 -17%
SAI
1477
Systematic Alpha Investments
New Jersey
$1M
MAS
1478
Meeder Advisory Services
Ohio
$1M -$1.93K -6 -0.2%
UB
1479
UMB Bank
Missouri
$999K -$101K -314 -9%
ISL
1480
Ingalls & Snyder LLC
New York
$996K +$45.9K +143 +5%
CW
1481
Cook Wealth
North Carolina
$995K -$21.1K -66 -2%
MWM
1482
Mattern Wealth Management
Kansas
$992K -$238K -742 -19%
AWA
1483
Alta Wealth Advisors
Massachusetts
$984K +$81.5K +254 +9%
IWM
1484
Iams Wealth Management
Nebraska
$981K +$434K +1,376 +79%
C1AG
1485
Client 1st Advisory Group
Florida
$977K +$977K +3,045 New
CWC
1486
Carolinas Wealth Consulting
North Carolina
$977K -$69K -215 -7%
VC
1487
Veery Capital
Delaware
$973K
PL
1488
Plancorp LLC
Missouri
$973K +$23.1K +72 +2%
GIA
1489
GHP Investment Advisors
Colorado
$972K -$4.17K -13 -0.4%
ES
1490
Eagle Strategies
New York
$972K +$62.6K +195 +7%
OAM
1491
Occidental Asset Management
California
$971K -$276K -860 -22%
BBA
1492
BLB&B Advisors
Pennsylvania
$964K +$126K +392 +15%
DLG
1493
Daniel L. Goodwin
$963K
SL
1494
Salomon & Ludwin
Virginia
$961K -$20.9K -65 -2%
OBWG
1495
Onyx Bridge Wealth Group
New York
$961K +$321 +1 +0%
WFA
1496
Wade Financial Advisory
California
$958K
PCA
1497
Private Capital Advisors
Connecticut
$954K -$16K -50 -2%
WA
1498
Waddell & Associates
Tennessee
$953K -$963 -3 -0.1%
TIAM2
1499
Tru Independence Asset Management 2
Oregon
$953K +$953K +2,969 New
SCA
1500
Sage Capital Advisors
South Dakota
$950K +$963 +3 +0.1%