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Invesco QQQ Trust

2,518 hedge funds and large institutions have $83.1B invested in Invesco QQQ Trust in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,072 increasing their positions, 909 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
Holders Change %
0%
% of All Funds
40.15%
Holding in Top 10
548
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.2%
% of All Funds
8.74%
New
172
Increased
1,072
Reduced
909
Closed
139
Calls
$130B
Puts
$229B
Net Calls
-$99.5B
Net Calls Change
+$19.5B
Name Holding Trade Value Shares
Change
Shares
Change %
SHJ
1801
Sharkey, Howes & Javer
Colorado
$638K
EIA
1802
Eastover Investment Advisors
North Carolina
$637K
HCM
1803
Howland Capital Management
Massachusetts
$636K -$54.5K -152 -8%
WC
1804
Whitney & Co
New York
$634K +$2.87K +8 +0.5%
LC
1805
LCNB Corp
Ohio
$633K
MIC
1806
Means Investment Company
Maine
$633K -$2.87K -8 -0.5%
FA
1807
Fountainhead AM
New Jersey
$630K +$258K +720 +69%
RWA
1808
Ropes Wealth Advisors
Massachusetts
$628K +$7.17K +20 +1%
NP
1809
Nilsine Partners
Colorado
$627K -$5.37K -15 -0.8%
FB
1810
Fulton Bank
Pennsylvania
$627K +$69.5K +194 +12%
FWI
1811
Facet Wealth Inc
Maryland
$626K -$115K -327 -15%
BSSFA
1812
Baron Silver Stevens Financial Advisors
Florida
$626K
IAA
1813
Independent Advisor Alliance
North Carolina
$624K +$14.3K +40 +2%
BPFA
1814
Barnes Pettey Financial Advisors
Mississippi
$624K
WPC
1815
White Pine Capital
Minnesota
$623K +$3.94K +11 +0.6%
BWM
1816
BigSur Wealth Management
Florida
$623K
SMA
1817
Sage Mountain Advisors
Georgia
$622K
LIA
1818
LS Investment Advisors
Michigan
$621K
CFA
1819
Cahill Financial Advisors
Minnesota
$621K +$358 +1 +0.1%
PCMF
1820
Private Capital Management (Florida)
Florida
$620K -$35.8K -100 -5%
WAG
1821
Windsor Advisory Group
Ohio
$620K +$620K +1,729 New
CWP
1822
Core Wealth Partners
California
$617K +$75.2K +210 +14%
CCM
1823
Condor Capital Management
New Jersey
$617K +$8.96K +25 +1%
MC
1824
Miramar Capital
Illinois
$614K -$28.7K -80 -4%
FFWM
1825
Future Financial Wealth Management
Ohio
$614K +$32.3K +90 +6%