QQQ icon

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 %
WP
1676
WealthShield Partners
North Carolina
$826K +$22.2K +60 +3%
FTWA
1677
Fifth Third Wealth Advisors
Ohio
$822K +$100K +271 +14%
PMFA
1678
Plante Moran Financial Advisors
Michigan
$815K -$31.4K -85 -4%
TNA
1679
True North Advisors
Texas
$812K -$50.2K -136 -6%
IDA
1680
Intelligence Driven Advisers
California
$811K +$58.1K +158 +8%
SAM
1681
Secure Asset Management
Michigan
$810K +$357K +967 +79%
IFPG
1682
Intrepid Financial Planning Group
Indiana
$810K +$41.7K +113 +5%
IWA
1683
Inspirion Wealth Advisors
Illinois
$810K -$6.28K -17 -0.8%
MAA
1684
Matrix Asset Advisors
New York
$808K
BFS
1685
Baskin Financial Services
Ontario, Canada
$805K
PWC
1686
PYA Waltman Capital
Tennessee
$801K -$9.63K -26 -1%
RBC
1687
Roble Belko & Company
Pennsylvania
$800K
RCM
1688
RNC Capital Management
California
$797K -$48.8K -132 -6%
HWM
1689
Howard Wealth Management
Connecticut
$795K -$26.2K -71 -3%
SAS
1690
Stelac Advisory Services
New York
$794K -$1.42M -3,835 -64%
AWMNH
1691
Arcadia Wealth Management (New Hampshire)
New Hampshire
$793K -$102K -275 -11%
FWI
1692
Facet Wealth Inc
Maryland
$791K +$247K +660 +45%
PWM
1693
PBMares Wealth Management
Virginia
$790K -$1.11K -3 -0.1%
APA
1694
Astoria Portfolio Advisors
New York
$790K +$1.14K +3 +0.1%
AWA
1695
Archvest Wealth Advisors
California
$786K
EA
1696
Eudaimonia Advisors
Tennessee
$782K +$62.1K +168 +9%
FCP
1697
Fidelis Capital Partners
Florida
$781K
CCM
1698
Carlson Capital Management
Minnesota
$779K -$2.59K -7 -0.3%
ICM
1699
Intrepid Capital Management
Florida
$778K +$18.1K +49 +2%
FFA
1700
Fragasso Financial Advisors
Pennsylvania
$778K -$3.33K -9 -0.4%