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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 %
Kayne Anderson Rudnick Investment Management
1751
Kayne Anderson Rudnick Investment Management
California
$565K -$93.8K -292 -14%
WPC
1752
White Pine Capital
Minnesota
$564K +$1.6K +5 +0.3%
GF
1753
Gries Financial
Ohio
$564K
DIS
1754
Diversified Investment Strategies
Louisiana
$563K
FFA
1755
Founders Financial Alliance
North Carolina
$560K -$167K -523 -23%
LAS
1756
LWM Advisory Services
Florida
$560K -$14.4K -45 -3%
WC
1757
Westhampton Capital
North Carolina
$559K
BWM
1758
BigSur Wealth Management
Florida
$558K
VCM
1759
Versant Capital Management
Arizona
$556K -$33.4K -104 -6%
LIA
1760
LS Investment Advisors
Michigan
$555K -$31.1K -97 -5%
ACA
1761
Aspire Capital Advisors
Washington
$553K -$1.93K -6 -0.3%
CPW
1762
Catalyst Private Wealth
California
$553K -$10.6K -33 -2%
KC
1763
Kades & Cheifetz
Pennsylvania
$551K +$103K +322 +23%
WAM
1764
WFA Asset Management
Wisconsin
$550K +$7.7K +24 +1%
CCA
1765
Checchi Capital Advisers
California
$550K
SAM
1766
S.A. Mason
Michigan
$549K -$33.7K -105 -6%
NP
1767
Nilsine Partners
Colorado
$548K +$548K +1,708 New
SFG
1768
Synergy Financial Group
California
$548K +$4.81K +15 +0.9%
SC
1769
Saiph Capital
New Jersey
$547K -$17.6M -54,701 -97%
AIP
1770
Ahrens Investment Partners
Louisiana
$547K -$114K -354 -17%
PCMF
1771
Private Capital Management (Florida)
Florida
$545K
CWM
1772
Chemistry Wealth Management
New York
$545K +$3.21K +10 +0.6%
CCM
1773
Condor Capital Management
New Jersey
$544K -$44.6K -139 -8%
COCM
1774
Charter Oak Capital Management
New Hampshire
$544K -$92.1K -287 -14%
ST
1775
Smithfield Trust
Pennsylvania
$543K -$103K -319 -16%