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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 %
WP
1601
Wealthspan Partners
Iowa
$959K
APW
1602
Austin Private Wealth
Texas
$958K -$110K -298 -10%
SFG
1603
Sterling Financial Group
California
$956K -$153K -414 -14%
NPPM
1604
North Point Portfolio Managers
Ohio
$955K
CHC
1605
City Holding Co
West Virginia
$946K -$236K -639 -20%
MIM
1606
Merrion Investment Management
New Jersey
$944K -$11.1K -30 -1%
LSA
1607
Lansing Street Advisors
Pennsylvania
$941K +$480K +1,300 +104%
DWM
1608
Drive Wealth Management
Utah
$938K -$37.7K -102 -4%
AP
1609
Adero Partners
California
$936K +$739 +2 +0.1%
MMHP
1610
Murphy Middleton Hinkle & Parker
Georgia
$936K -$8.87K -24 -0.9%
FA
1611
Financial Advisors
Massachusetts
$935K -$1.4M -3,785 -60%
TH
1612
TCTC Holdings
Texas
$933K
DBRC
1613
D.B. Root & Company
Pennsylvania
$932K -$14.4K -39 -2%
FC
1614
Forte Capital
New York
$931K -$59.1K -160 -6%
FFA
1615
Founders Financial Alliance
North Carolina
$931K +$281K +760 +43%
FW
1616
FirstPurpose Wealth
Utah
$929K +$3.69K +10 +0.4%
AW
1617
Alaethes Wealth
Nevada
$928K +$9.97K +27 +1%
FTC
1618
Farmers Trust Company
Ohio
$925K -$105K -285 -10%
GCM
1619
Glaxis Capital Management
Florida
$924K +$924K +2,500 New
QC
1620
QCM Cayman
Texas
$922K -$108K -293 -11%
FPGT
1621
Financial Partners Group (Tennessee)
Tennessee
$921K +$8.13K +22 +0.9%
BTI
1622
Blue Trust Inc
Georgia
$919K +$83.1K +259 +10%
BWM
1623
Baron Wealth Management
Michigan
$917K +$739 +2 +0.1%
TPWM
1624
Twelve Points Wealth Management
Massachusetts
$916K -$36.9K -100 -4%
LK
1625
Lumbard & Kellner
New Hampshire
$915K +$915K +2,386 New