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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 %
MCM
1776
Maple Capital Management
Vermont
$543K
JSC
1777
Jackson Square Capital
California
$541K +$62.9K +196 +13%
MJRIC
1778
Mogy Joel R Investment Counsel
California
$541K
CIC
1779
Cutler Investment Counsel
Oregon
$540K -$33.7K -105 -6%
RFWA
1780
RPg Family Wealth Advisory
Massachusetts
$540K +$17.7K +55 +3%
WPP
1781
Whalerock Point Partners
Rhode Island
$539K
CD
1782
Chapin Davis
Maryland
$539K +$136K +424 +34%
OC
1783
Oarsman Capital
Wisconsin
$534K -$13.2K -41 -2%
GSEP
1784
Golden State Equity Partners
California
$533K +$533K +1,659 New
AFC
1785
AFT Forsyth & Company
Florida
$531K +$963 +3 +0.2%
BBP
1786
Banco BTG Pactual
Brazil
$531K +$235K +742 +79%
CCA
1787
Cobblestone Capital Advisors
New York
$529K -$9.63K -30 -2%
AUB
1788
Atlantic Union Bankshares
Virginia
$528K -$20.9K -65 -4%
IAA
1789
Independent Advisor Alliance
North Carolina
$527K -$277K -864 -34%
RCA
1790
Ranch Capital Advisors
Florida
$525K +$1.6K +5 +0.3%
AIM
1791
Athena Investment Management
California
$525K
WA
1792
Wealthstream Advisors
New York
$523K
EWM
1793
Echo Wealth Management
Minnesota
$522K
GWCM
1794
Godshalk Welsh Capital Management
Pennsylvania
$521K -$16K -50 -3%
CPA
1795
Capital Performance Advisors
California
$520K
CWG
1796
Crown Wealth Group
North Carolina
$516K +$516K +1,609 New
RGF
1797
Retirement Guys Formula
Ohio
$516K -$2.7M -8,415 -84%
GCM
1798
Greenland Capital Management
New York
$516K +$516K +1,608 New
BCFS
1799
Butensky & Cohen Financial Security
Florida
$515K -$86.3K -269 -14%
WDG
1800
Wealth Dimensions Group
Ohio
$515K +$161K +500 +45%