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 %
FCP
1651
Fidelis Capital Partners
Florida
$683K -$110K -340 -14%
AWA
1652
Archvest Wealth Advisors
California
$683K -$7.06K -22 -1%
KFI
1653
Key Financial Inc
Pennsylvania
$680K -$3.21K -10 -0.5%
LMKC
1654
L.M. Kohn & Company
Ohio
$680K +$197K +615 +41%
CCM
1655
Carlson Capital Management
Minnesota
$679K +$10.9K +34 +2%
NG
1656
Northstar Group
New York
$679K -$11.2K -35 -2%
FFA
1657
Fragasso Financial Advisors
Pennsylvania
$679K +$3.53K +11 +0.5%
CWP
1658
Concord Wealth Partners
Virginia
$678K +$146K +454 +27%
FCFS
1659
First Command Financial Services
Texas
$675K -$281K -875 -29%
FCB
1660
First Command Bank
Texas
$675K -$281K -875 -29%
LSA
1661
L & S Advisors
California
$674K +$158K +492 +31%
BW
1662
BIP Wealth
Georgia
$672K +$672K +2,094 New
KCM
1663
KLK Capital Management
California
$672K +$18.3K +57 +3%
LRWA
1664
Long Run Wealth Advisors
New York
$668K
IFPG
1665
Intrepid Financial Planning Group
Indiana
$667K +$6.74K +21 +1%
KC
1666
Kenfarb & Co
Kentucky
$667K -$128K -400 -16%
ODG
1667
O'Dell Group
Ohio
$666K +$151K +471 +29%
WF
1668
WoodTrust Financial
Wisconsin
$664K +$664K +2,070 New
APA
1669
Astoria Portfolio Advisors
New York
$664K -$24.2K -76 -4%
TWP
1670
TFO Wealth Partners
Ohio
$662K +$662K +2,062 +206,200%
ICM
1671
Intrepid Capital Management
Florida
$660K +$660K +2,058 New
TIM
1672
Tortoise Investment Management
New York
$660K
MMG
1673
Monetary Management Group
Missouri
$658K
NA
1674
Nottingham Advisors
New York
$657K -$135K -422 -17%
HCM
1675
Howland Capital Management
Massachusetts
$657K +$61.1K +190 +10%