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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 %
JAM
1651
JCIC Asset Management
Ontario, Canada
$870K
IF
1652
IRON Financial
Illinois
$867K +$369 +1 +0%
DFG
1653
Delta Financial Group
New Jersey
$864K
AWA
1654
Aaron Wealth Advisors
Illinois
$862K
XWM
1655
Xcel Wealth Management
Florida
$862K
RWA
1656
Redmont Wealth Advisors
Illinois
$861K +$474K +1,284 +123%
SMWM
1657
Silvia McColl Wealth Management
California
$860K -$5.91K -16 -0.7%
LA
1658
Lifeworks Advisors
Michigan
$860K
CRC
1659
Curi RMB Capital
Illinois
$859K -$491K -1,330 -36%
TF
1660
Tompkins Financial
New York
$858K
GWANC
1661
Guardian Wealth Advisors (North Carolina)
North Carolina
$856K -$32.2K -87 -4%
JWM
1662
Jeppson Wealth Management
California
$855K +$1.11K +3 +0.1%
FIBT
1663
First International Bank & Trust
North Dakota
$853K
KM
1664
Kalos Management
Georgia
$850K -$22.2K -60 -3%
HCM
1665
Hengehold Capital Management
Ohio
$848K +$27.7K +75 +3%
GFP
1666
Gryphon Financial Partners
Ohio
$848K
SIA
1667
Schear Investment Advisers
Ohio
$847K +$373K +1,010 +79%
RA
1668
Rockingstone Advisors
Massachusetts
$844K +$14.8K +40 +2%
LSA
1669
L & S Advisors
California
$841K +$65K +176 +8%
HPC
1670
HM Payson & Co
Maine
$840K -$16.6K -45 -2%
GC
1671
GFG Capital
Florida
$840K -$2.42M -6,561 -74%
GF
1672
Gries Financial
Ohio
$836K +$187K +506 +29%
MLFP
1673
MPS Loria Financial Planners
Illinois
$831K +$739 +2 +0.1%
CSIC
1674
Clifford Swan Investment Counsel
California
$829K +$92.7K +251 +13%
MA
1675
Montag & Associates
Georgia
$829K -$14.4K -39 -2%