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Invesco QQQ Trust

2,335 hedge funds and large institutions have $66B invested in Invesco QQQ Trust in 2022 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 804 increasing their positions, 976 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,335
Holders Change
+128
Holders Change %
+5.8%
% of All Funds
37.67%
Holding in Top 10
443
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.99%
% of All Funds
7.15%
New
322
Increased
804
Reduced
976
Closed
141
Calls
$96.3B
Puts
$123B
Net Calls
-$26.2B
Net Calls Change
+$11.4B
Name Holding Trade Value Shares
Change
Shares
Change %
LG
1776
Lane Generational
Massachusetts
$456K +$456K +1,712 New
AUB
1777
Atlantic Union Bankshares
Virginia
$455K
OC
1778
Oarsman Capital
Wisconsin
$454K +$23.4K +88 +5%
PCMF
1779
Private Capital Management (Florida)
Florida
$452K +$266 +1 +0.1%
SFG
1780
Synergy Financial Group
California
$450K -$234K -877 -34%
MCM
1781
Maple Capital Management
Vermont
$450K
WAM
1782
WFA Asset Management
Wisconsin
$450K +$14.9K +56 +3%
KFA
1783
Kapstone Financial Advisors
Ohio
$449K +$449K +1,441 New
CWM
1784
Chemistry Wealth Management
New York
$449K -$37K -139 -8%
MJRIC
1785
Mogy Joel R Investment Counsel
California
$449K
WPP
1786
Whalerock Point Partners
Rhode Island
$448K
CCA
1787
Cobblestone Capital Advisors
New York
$447K -$104K -390 -19%
GWCM
1788
Godshalk Welsh Capital Management
Pennsylvania
$445K
BFWA
1789
Benchmark Financial Wealth Advisors
Florida
$444K +$10.4K +39 +2%
PFM
1790
Peak Financial Management
Massachusetts
$444K -$471K -1,769 -51%
CWP
1791
Concord Wealth Partners
Virginia
$441K -$3.2K -12 -0.7%
AFC
1792
AFT Forsyth & Company
Florida
$440K +$1.86K +7 +0.4%
PWM
1793
PBMares Wealth Management
Virginia
$439K -$33.8K -127 -7%
BHWM
1794
Beaird Harris Wealth Management
Texas
$437K +$257K +964 +142%
AIM
1795
Athena Investment Management
California
$435K
BWM
1796
Bulltick Wealth Management
Florida
$435K +$91.9K +345 +27%
RCA
1797
Ranch Capital Advisors
Florida
$434K -$89.2K -335 -17%
WA
1798
Wealthstream Advisors
New York
$434K -$94.8K -356 -18%
RFWA
1799
RPg Family Wealth Advisory
Massachusetts
$433K +$252K +945 +139%
CPA
1800
Capital Performance Advisors
California
$431K +$1.6K +6 +0.4%