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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 %
JWM
1676
Jeppson Wealth Management
California
$830K +$1.08K +3 +0.1%
PO
1677
Private Ocean
California
$830K +$125K +349 +18%
CRC
1678
Curi RMB Capital
Illinois
$828K -$5.37K -15 -0.6%
FIBT
1679
First International Bank & Trust
North Dakota
$828K
MHIC
1680
Marble Harbor Investment Counsel
Massachusetts
$822K +$822K +2,295 New
WP
1681
WealthShield Partners
North Carolina
$821K +$20.1K +56 +3%
FPGT
1682
Financial Partners Group (Tennessee)
Tennessee
$821K -$72.7K -203 -8%
HHGA
1683
Halbert Hargrove Global Advisors
California
$817K -$174K -485 -18%
FTWA
1684
Fifth Third Wealth Advisors
Ohio
$813K +$16.5K +46 +2%
SSI
1685
Scott & Selber Inc
Texas
$812K -$44.8K -125 -5%
AWMNH
1686
Arcadia Wealth Management (New Hampshire)
New Hampshire
$811K +$41.9K +117 +5%
IF
1687
IRON Financial
Illinois
$810K -$30.8K -86 -4%
FGA
1688
Fortis Group Advisors
New Jersey
$810K -$4.91M -15,236 -86%
CM
1689
Columbus Macro
Pennsylvania
$805K +$805K +2,246 New
RA
1690
Rockingstone Advisors
Massachusetts
$804K -$15K -42 -2%
IDA
1691
Intelligence Driven Advisers
California
$801K +$9.33K +26 +1%
BCG
1692
Breakwater Capital Group
New Jersey
$798K +$55.7K +156 +8%
W
1693
Wealthquest
Ohio
$797K +$460K +1,284 +136%
BFS
1694
Baskin Financial Services
Ontario, Canada
$797K +$16.1K +45 +2%
CSIC
1695
Clifford Swan Investment Counsel
California
$796K -$8.6K -24 -1%
Kayne Anderson Rudnick Investment Management
1696
Kayne Anderson Rudnick Investment Management
California
$794K +$97.8K +273 +14%
NIC
1697
Northwest Investment Counselors
Oregon
$794K +$147K +410 +23%
DAL
1698
Delta Accumulation LLC
California
$791K +$73.8K +206 +10%
PMFA
1699
Plante Moran Financial Advisors
Michigan
$791K
IWA
1700
Inspirion Wealth Advisors
Illinois
$789K +$3.58K +10 +0.5%