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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 %
CWG
1701
Cornerstone Wealth Group
North Carolina
$776K +$45.8K +124 +6%
NIM
1702
Northeast Investment Management
Massachusetts
$771K +$227K +615 +42%
UWPG
1703
Ullmann Wealth Partners Group
Florida
$770K -$74.6K -202 -9%
LRWA
1704
Long Run Wealth Advisors
New York
$769K
BCG
1705
Breakwater Capital Group
New Jersey
$768K +$65.8K +178 +9%
DIP
1706
Davis Investment Partners
North Carolina
$768K +$84.4K +224 +12%
RA
1707
Rise Advisors
New York
$765K -$29.6K -80 -4%
FFA
1708
Farther Finance Advisors
California
$764K +$390K +1,057 +105%
PG
1709
Patten Group
Tennessee
$762K -$69.1K -187 -8%
TWP
1710
TFO Wealth Partners
Ohio
$762K
MAS
1711
Madden Advisory Services
Florida
$758K +$9.24K +25 +1%
MMG
1712
Monetary Management Group
Missouri
$757K
PCM
1713
Pennsylvania Capital Management
Pennsylvania
$757K +$44.7K +121 +6%
CAG
1714
Compass Advisory Group
New York
$755K +$14.8K +40 +2%
HNW
1715
High Note Wealth
Minnesota
$753K -$40.6K -110 -5%
IFO
1716
Independent Family Office
New York
$752K
MF
1717
Manchester Financial
California
$751K +$83.9K +227 +13%
AWMG
1718
Alliance Wealth Management Group
New Jersey
$750K
AWM
1719
Angeles Wealth Management
California
$749K
BBA
1720
BLB&B Advisors
Pennsylvania
$748K -$362K -980 -33%
FWP
1721
Falcon Wealth Planning
California
$748K +$58.4K +158 +8%
TIM
1722
Tortoise Investment Management
New York
$748K -$11.8K -32 -2%
TI
1723
Truepoint Inc
Ohio
$744K +$29.6K +80 +4%
NG
1724
Northstar Group
New York
$744K -$37K -100 -5%
FCA
1725
FinTrust Capital Advisors
South Carolina
$744K