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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 %
IFO
1676
Independent Family Office
New York
$653K
AWMG
1677
Alliance Wealth Management Group
New Jersey
$651K
MAS
1678
Madden Advisory Services
Florida
$651K -$6.1K -19 -0.9%
AWM
1679
Angeles Wealth Management
California
$651K -$1.28K -4 -0.2%
BAM
1680
Berkshire Asset Management
Pennsylvania
$650K +$650K +2,024 New
IDA
1681
Intelligence Driven Advisers
California
$647K
SCG
1682
Sonata Capital Group
Washington
$647K +$321 +1 +0%
B
1683
Bridgeworth
Alabama
$647K +$15.7K +49 +2%
CAG
1684
Compass Advisory Group
New York
$643K +$26.3K +82 +4%
Commonwealth Equity Services
1685
Commonwealth Equity Services
Massachusetts
$643K +$14.7K +45,781 +2%
DAL
1686
Delta Accumulation LLC
California
$642K
GC
1687
Gruss & Co
Florida
$642K +$642K +2,000 New
ODIJL
1688
One Day In July LLC
Vermont
$642K -$124K -386 -16%
CSIC
1689
Clifford Swan Investment Counsel
California
$640K -$29.5K -92 -4%
WAM
1690
Weatherly Asset Management
California
$639K
CWG
1691
Cornerstone Wealth Group
North Carolina
$635K -$22.2M -69,259 -97%
CTB
1692
Country Trust Bank
Illinois
$632K -$40.1K -125 -6%
FTWA
1693
Fifth Third Wealth Advisors
Ohio
$627K +$627K +1,953 New
OCPWS
1694
One Charles Private Wealth Services
Massachusetts
$626K
EA
1695
Eudaimonia Advisors
Tennessee
$626K -$45.6K -142 -7%
WWM
1696
Wolff Wiese Magana
California
$625K +$13.8K +43 +2%
PFG
1697
PAX Financial Group
Texas
$624K +$624K +1,945 New
OFS
1698
OneAscent Financial Services
Alabama
$623K -$4.3M -13,393 -87%
GWA
1699
Geometric Wealth Advisors
District of Columbia
$622K
TI
1700
Truepoint Inc
Ohio
$621K -$56.5K -176 -8%