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Invesco QQQ Trust

2,518 hedge funds and large institutions have $86.9B invested in Invesco QQQ Trust in 2023 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 982 increasing their positions, 974 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
+84
Holders Change %
+3.45%
% of All Funds
39.71%
Holding in Top 10
572
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+12.6%
% of All Funds
9.02%
New
229
Increased
982
Reduced
974
Closed
122
Calls
$119B
Puts
$238B
Net Calls
-$119B
Net Calls Change
-$31.5B
Name Holding Trade Value Shares
Change
Shares
Change %
PP
1826
PrairieView Partners
Minnesota
$619K +$602K +1,631 +3,624%
AI
1827
ArchPoint Investors
Florida
$614K -$240K -650 -28%
CIC
1828
Cutler Investment Counsel
Oregon
$613K -$8.87K -24 -1%
AFC
1829
AFT Forsyth & Company
Florida
$612K +$370 +1 +0.1%
MJRIC
1830
Mogy Joel R Investment Counsel
California
$608K -$14.8K -40 -2%
AUB
1831
Atlantic Union Bankshares
Virginia
$608K
LWM
1832
Liberty Wealth Management
California
$605K -$94.9K -257 -14%
RCA
1833
Ranch Capital Advisors
Florida
$604K -$739 -2 -0.1%
AIM
1834
Athena Investment Management
California
$604K
IW
1835
Imprint Wealth
South Carolina
$603K +$72.5K +196 +14%
IP
1836
Intellectus Partners
California
$603K -$259K -700 -30%
MWA
1837
Meridian Wealth Advisors
Texas
$601K +$102K +277 +21%
FFWM
1838
Future Financial Wealth Management
Ohio
$599K +$73.2K +198 +14%
CPA
1839
Capital Performance Advisors
California
$599K +$739 +2 +0.1%
RFWA
1840
RPg Family Wealth Advisory
Massachusetts
$596K -$25.5K -69 -4%
MCM
1841
McDonough Capital Management
Florida
$595K +$2.22K +6 +0.4%
MPM
1842
Meritage Portfolio Management
Kansas
$593K +$1.11K +3 +0.2%
SF
1843
Safeguard Financial
Wisconsin
$593K +$116K +314 +24%
EWG
1844
Executive Wealth Group
Washington
$592K +$739 +2 +0.1%
FCFS
1845
First Command Financial Services
Texas
$592K -$185K -500 -24%
FCB
1846
First Command Bank
Texas
$592K -$185K -500 -24%
BSC
1847
Brown Shipley & Co
United Kingdom
$591K
RCG
1848
Regatta Capital Group
California
$591K +$32.5K +88 +6%
CAMV
1849
Concord Asset Management (Virginia)
Virginia
$589K +$179K +485 +44%
WPW
1850
Waldron Private Wealth
Pennsylvania
$588K -$262K -707 -31%