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Invesco QQQ Trust
QQQ

Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.57B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.25B
3
Citigroup
Citigroup
New York
+$1.13B
4
Citadel Advisors
Citadel Advisors
Florida
+$701M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$549M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$1.19B
2
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$713M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$555M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$544M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$533M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWPCG
1701
Measured Wealth Private Client Group
New Hampshire
$620K – – –
SN
1702
Sittner & Nelson
Oregon
$619K – – –
BC
1703
Bricktown Capital
Michigan
$619K -$12.7M -39,496 -95%
PCM
1704
Pennsylvania Capital Management
Pennsylvania
$619K -$313K -976 -34%
IAS
1705
IMA Advisory Services
Colorado
$616K -$35.3K -110 -5%
HT
1706
Heritage Trust
Oklahoma
$616K +$27.6K +86 +5%
IIC
1707
Ironwood Investment Counsel
Arizona
$614K -$49.1K -153 -7%
CC
1708
Cadinha & Co
Hawaii
$613K – – –
FWM
1709
FMB Wealth Management
California
$613K – – –
PCMU
1710
Paragon Capital Management (Utah)
Utah
$612K +$29.5K +92 +5%
FAM
1711
Formidable Asset Management
Ohio
$612K -$316K -985 -34%
BCG
1712
Breakwater Capital Group
New Jersey
$610K -$39.8K -124 -6%
WAM
1713
Worth Asset Management
Texas
$610K +$377K +1,176 +162%
DCM
1714
Donaldson Capital Management
Indiana
$604K +$46.2K +144 +8%
LWM
1715
Liberty Wealth Management
California
$602K +$602K +1,895 New
ME
1716
McIlrath & Eck
Washington
$602K -$109K -339 -15%
GFWA
1717
Grey Fox Wealth Advisors
Delaware
$600K -$35.3K -110 -6%
FWP
1718
Falcon Wealth Planning
California
$599K +$5.14K +16 +0.9%
FCA
1719
FLC Capital Advisors
California
$599K – – –
HWMG
1720
Hurlow Wealth Management Group
Indiana
$597K – – –
BIP
1721
Blue Investment Partners
California
$595K – – –
RF
1722
RHS Financial
California
$591K – – –
NIC
1723
Northwest Investment Counselors
Oregon
$591K -$20.2K -63 -3%
DAM
1724
Deltec Asset Management
New York
$587K – – –
MIC
1725
Means Investment Company
Maine
$586K +$274K +854 +88%
67 68
69
70 71