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Invesco QQQ Trust

2,518 hedge funds and large institutions have $83.1B invested in Invesco QQQ Trust in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,072 increasing their positions, 909 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
Holders Change %
0%
% of All Funds
40.15%
Holding in Top 10
548
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.2%
% of All Funds
8.74%
New
172
Increased
1,072
Reduced
909
Closed
139
Calls
$130B
Puts
$229B
Net Calls
-$99.5B
Net Calls Change
+$19.5B
Name Holding Trade Value Shares
Change
Shares
Change %
PNC
1651
Park National Corp
Ohio
$866K -$68.1K -190 -7%
CWM
1652
Concentric Wealth Management
California
$865K
TNA
1653
True North Advisors
Texas
$865K +$77.4K +216 +10%
SF
1654
Safeguard Financial
Wisconsin
$865K +$289K +806 +50%
LWM
1655
Liberty Wealth Management
California
$864K +$277K +775 +47%
MMHP
1656
Murphy Middleton Hinkle & Parker
Georgia
$862K -$45.5K -127 -5%
NIM
1657
Northeast Investment Management
Massachusetts
$862K +$114K +319 +15%
CTA
1658
Chesley Taft & Associates
Illinois
$861K +$291K +812 +51%
LK
1659
Lumbard & Kellner
New Hampshire
$855K
AW
1660
Alaethes Wealth
Nevada
$853K -$47.3K -132 -5%
DFG
1661
Delta Financial Group
New Jersey
$852K +$14.3K +40 +2%
LSA
1662
L & S Advisors
California
$851K +$35.1K +98 +4%
MPI
1663
Mairs & Power Inc
Minnesota
$850K -$6.45K -18 -0.8%
FCA
1664
FLC Capital Advisors
California
$847K +$179K +500 +27%
FM
1665
Family Management
New York
$846K -$354K -989 -30%
JAM
1666
JCIC Asset Management
Ontario, Canada
$844K
EA
1667
Eudaimonia Advisors
Tennessee
$842K +$83.5K +233 +11%
GWANC
1668
Guardian Wealth Advisors (North Carolina)
North Carolina
$841K +$11.5K +32 +1%
CWC
1669
Carolinas Wealth Consulting
North Carolina
$841K -$276K -786 -25%
GFP
1670
Gryphon Financial Partners
Ohio
$839K +$16.5K +46 +2%
FC
1671
Forte Capital
New York
$837K -$65.6K -183 -7%
AWA
1672
Aaron Wealth Advisors
Illinois
$836K
BBWP
1673
Beacon Bridge Wealth Partners
Pennsylvania
$832K +$207K +578 +33%
MLFP
1674
MPS Loria Financial Planners
Illinois
$832K +$25.8K +72 +3%
RT
1675
Rockland Trust
Massachusetts
$831K -$24.4K -68 -3%