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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 %
CIBC Asset Management
151
CIBC Asset Management
Ontario, Canada
$44M +$23.8M +74,268 +118%
Marshall Wace
152
Marshall Wace
United Kingdom
$43.8M +$10.6M +33,051 +32%
Allianz Asset Management
153
Allianz Asset Management
Germany
$43.8M +$41.4M +129,140 +1,794%
CA
154
Cetera Advisors
Colorado
$43.7M +$2.84M +8,861 +7%
CAG
155
Csenge Advisory Group
Florida
$43M -$8.73M -27,192 -17%
WFAG
156
Wescott Financial Advisory Group
Pennsylvania
$42.8M +$1.4M +4,353 +3%
OC
157
Oppenheimer & Co
New York
$42.1M +$3.77M +11,759 +10%
HP
158
Hound Partners
New York
$41.9M -$19.2M -59,799 -31%
RF
159
Rollins Financial
Georgia
$41.7M -$1.86M -5,793 -4%
YDMI
160
Y.D. More Investments
Israel
$40.9M +$37.8M +117,850 +1,216%
SVCP
161
Silicon Valley Capital Partners
California
$40.9M -$1.71M -5,329 -4%
LFAS
162
Level Four Advisory Services
Texas
$40.6M +$816K +2,542 +2%
EK
163
Evensky & Katz
Florida
$40.6M +$3.38M +10,532 +9%
BA
164
Bristlecone Advisors
Washington
$40.5M +$663K +2,065 +2%
MIFH
165
Migdal Insurance & Financial Holdings
Israel
$40.5M -$119M -369,372 -75%
MWM
166
Meridian Wealth Management
Kentucky
$40.3M +$243K +756 +0.6%
Mackenzie Financial
167
Mackenzie Financial
Ontario, Canada
$40M -$1.02M -3,175 -2%
Corient Private Wealth
168
Corient Private Wealth
Florida
$39.9M +$4.47M +13,930 +13%
BRWA
169
B. Riley Wealth Advisors
Florida
$39.4M +$4.99M +15,524 +14%
DADC
170
D.A. Davidson & Co
Montana
$39.1M +$4.59M +14,313 +13%
NFC
171
Northeast Financial Consultants
Connecticut
$38.6M -$2.43M -7,569 -6%
TWM
172
Tanglewood Wealth Management
Texas
$38.3M +$21.5M +67,029 +128%
WWM
173
Western Wealth Management
Colorado
$38.1M +$2.09M +6,512 +6%
KWMG
174
King Wealth Management Group
Florida
$37.6M -$194K -604 -0.5%
IPW
175
Intergy Private Wealth
Colorado
$37.6M +$1.05M +3,262 +3%