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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 %
RA
1626
Rockingstone Advisors
Massachusetts
$721K -$59.4K -185 -8%
PCM
1627
Piedmont Capital Management
Montana
$721K +$19.1K +60 +3%
AIA
1628
Avalon Investment & Advisory
Texas
$720K
JFG
1629
JMG Financial Group
Illinois
$715K -$125K -389 -15%
HWM
1630
Howard Wealth Management
Connecticut
$714K -$321 -1 -0%
HCM
1631
Hengehold Capital Management
Ohio
$713K +$321 +1 +0%
RT
1632
Rockland Trust
Massachusetts
$712K +$152K +475 +27%
IWA
1633
Inspirion Wealth Advisors
Illinois
$709K +$50.1K +156 +8%
WWM
1634
WT Wealth Management
Arizona
$706K +$706K +2,199 New
CCM
1635
Ciovacco Capital Management
Georgia
$703K +$703K +2,192 New
PWC
1636
PYA Waltman Capital
Tennessee
$703K -$90.8K -283 -11%
MAA
1637
Matrix Asset Advisors
New York
$702K +$11.2K +35 +2%
BFS
1638
Baskin Financial Services
Ontario, Canada
$700K
WP
1639
WealthShield Partners
North Carolina
$698K +$320K +997 +85%
AI
1640
Atom Investors
Texas
$696K -$4.13M -12,856 -86%
RBC
1641
Roble Belko & Company
Pennsylvania
$695K +$321 +1 +0%
BTI
1642
Blue Trust Inc
Georgia
$694K -$25.6K -96 -4%
RA
1643
Rise Advisors
New York
$691K +$12.5K +39 +2%
HNW
1644
High Note Wealth
Minnesota
$689K
EWA
1645
EverSource Wealth Advisors
Alabama
$688K +$202K +629 +41%
MPW
1646
MGO Private Wealth
California
$688K -$4.05M -12,625 -85%
PWM
1647
PBMares Wealth Management
Virginia
$688K +$159K +494 +30%
WC
1648
Whitney & Co
New York
$686K +$44.9K +140 +7%
SRC
1649
Shufro Rose & Co
New York
$685K -$128K -399 -16%
KFA
1650
Kapstone Financial Advisors
Ohio
$683K +$223K +700 +49%