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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 %
FPCM
1551
Financial Partners Capital Management
New York
$687K -$148K -557 -18%
CWM
1552
Curi Wealth Management
North Carolina
$687K +$533 +2 +0.1%
OPCM
1553
Osborne Partners Capital Management
California
$686K -$63.9K -240 -9%
PWM
1554
Palumbo Wealth Management
New York
$682K -$42.6K -160 -6%
DBRC
1555
D.B. Root & Company
Pennsylvania
$681K +$1.33K +5 +0.2%
BA
1556
Birinyi Associates
Connecticut
$679K +$679K +2,550 New
CWA
1557
Canvas Wealth Advisors
Kansas
$678K +$678K +2,441 New
EFS
1558
Econ Financial Services
Pennsylvania
$676K -$79.1K -297 -10%
WA
1559
Wealth Architects
California
$675K +$799 +3 +0.1%
SRC
1560
Shufro Rose & Co
New York
$674K -$31.7K -119 -4%
AP
1561
Adero Partners
California
$674K +$120K +450 +22%
FPGT
1562
Financial Partners Group (Tennessee)
Tennessee
$674K +$674K +2,530 New
TH
1563
TCTC Holdings
Texas
$673K +$2.66K +10 +0.4%
CA
1564
Cambridge Advisors
Nebraska
$671K
FW
1565
FirstPurpose Wealth
Utah
$670K
WG
1566
Welch Group
Alabama
$670K +$342K +1,283 +104%
TPWM
1567
Twelve Points Wealth Management
Massachusetts
$670K +$670K +2,517 New
FFWM
1568
Future Financial Wealth Management
Ohio
$668K +$459K +1,723 +219%
CG
1569
CFO4Life Group
Texas
$668K +$38.1K +143 +6%
C
1570
CFO4Life
Texas
$668K +$668K +2,509 New
IAA
1571
Independent Advisor Alliance
North Carolina
$668K +$227K +852 +51%
BB
1572
Berkshire Bank
Massachusetts
$667K
TNA
1573
True North Advisors
Texas
$666K +$55.7K +209 +9%
TNBTD
1574
Trustmark National Bank Trust Department
Mississippi
$666K
FNBOH
1575
First National Bank of Hutchinson
Kansas
$666K