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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 %
IP
1601
Intellectus Partners
California
$749K -$362K -1,125 -33%
XWM
1602
Xcel Wealth Management
Florida
$749K +$2.57K +8 +0.3%
PM
1603
Penbrook Management
New York
$748K
LA
1604
Lifeworks Advisors
Michigan
$747K +$747K +2,328 New
TF
1605
Tompkins Financial
New York
$745K +$70.9K +221 +11%
FCA
1606
FinTrust Capital Advisors
South Carolina
$744K
HPC
1607
HM Payson & Co
Maine
$744K -$30.5K -95 -4%
AI
1608
ArchPoint Investors
Florida
$742K
JWM
1609
Jeppson Wealth Management
California
$742K -$14.8K -46 -2%
FIBT
1610
First International Bank & Trust
North Dakota
$741K -$99.2K -309 -12%
WPW
1611
Waldron Private Wealth
Pennsylvania
$737K +$184K +572 +33%
AFO
1612
Arrowroot Family Office
California
$737K +$737K +2,297 New
GFP
1613
Gryphon Financial Partners
Ohio
$736K +$51K +159 +7%
TNBTD
1614
Trustmark National Bank Trust Department
Mississippi
$736K -$66.1K -206 -8%
PMFA
1615
Plante Moran Financial Advisors
Michigan
$736K +$21.5K +67 +3%
RCM
1616
RNC Capital Management
California
$735K -$1.26M -3,925 -63%
CF
1617
Clarity Financial
Texas
$734K +$286K +892 +64%
UWPG
1618
Ullmann Wealth Partners Group
Florida
$734K +$16.7K +52 +2%
MA
1619
Montag & Associates
Georgia
$733K +$310K +965 +73%
DFA
1620
DHK Financial Advisors
New Hampshire
$732K +$732K +2,276 New
WMA
1621
Wealth Management Associates
New Jersey
$731K -$16.7K -52 -2%
MHIC
1622
Marble Harbor Investment Counsel
Massachusetts
$724K
PG
1623
Patten Group
Tennessee
$722K -$8.99K -28 -1%
KA
1624
Klingman & Associates
New York
$722K +$1.28K +4 +0.2%
MLFP
1625
MPS Loria Financial Planners
Illinois
$722K