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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 %
FFWA
1826
FRG Family Wealth Advisors
Washington
$403K
RCG
1827
Regatta Capital Group
California
$403K +$78K +293 +24%
VCM
1828
Virtue Capital Management
Tennessee
$402K -$33K -124 -8%
LMKC
1829
L.M. Kohn & Company
Ohio
$401K +$12K +45 +3%
CAM
1830
Carret Asset Management
New York
$401K
SIC
1831
Sterling Investment Counsel
New York
$400K -$6.66K -25 -2%
DP
1832
DDD Partners
Washington
$400K
CWM
1833
Cahaba Wealth Management
Georgia
$400K +$83.3K +313 +26%
VC
1834
Veracity Capital
Georgia
$400K
Skandinaviska Enskilda Banken (SEB)
1835
Skandinaviska Enskilda Banken (SEB)
Sweden
$399K +$257K +965 +180%
CWM
1836
Cabot Wealth Management
Massachusetts
$398K +$267 +1 +0.1%
WPIC
1837
White Pine Investment Company
Michigan
$398K +$398K +1,495 New
IWP
1838
Innova Wealth Partners
Pennsylvania
$398K -$257K -964 -39%
VFPW
1839
Vantage Financial Partners (Wisconsin)
Wisconsin
$397K -$25K -94 -6%
JSC
1840
Jackson Square Capital
California
$397K +$11.5K +43 +3%
OC
1841
Oakworth Capital
Alabama
$397K
PWAG
1842
Polaris Wealth Advisory Group
California
$395K -$69.7K -251 -15%
VCM
1843
Vivaldi Capital Management
Illinois
$395K -$75K -275 -16%
C
1844
Covestor
United Kingdom
$394K +$394K +1,482 New
PWPS
1845
Pinnacle Wealth Planning Services
Ohio
$393K
BWP
1846
Baldwin Wealth Partners
Massachusetts
$391K
SHJ
1847
Sharkey, Howes & Javer
Colorado
$391K +$31.7K +119 +9%
KWM
1848
KFG Wealth Management
Indiana
$391K +$391K +1,470 New
BWM
1849
Boyd Wealth Management
California
$391K +$799 +3 +0.2%
HGWM
1850
Horst & Graben Wealth Management
Oregon
$391K -$69K -259 -15%