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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 %
TWP
1826
Total Wealth Planning
Ohio
$611K -$5.38K -15 -0.9%
PM
1827
Penbrook Management
New York
$611K -$71.7K -200 -10%
JSC
1828
Jackson Square Capital
California
$611K +$6.45K +18 +1%
NCM
1829
Northside Capital Management
Oregon
$609K +$609K +1,700 New
DBRC
1830
D.B. Root & Company
Pennsylvania
$609K -$296K -825 -33%
RDWM
1831
Red Door Wealth Management
Tennessee
$609K -$253K -707 -29%
PP
1832
PrairieView Partners
Minnesota
$605K +$5.37K +15 +0.9%
CPW
1833
Catalyst Private Wealth
California
$604K
IP
1834
Investment Partners
Ohio
$604K +$358 +1 +0.1%
SAS
1835
Stelac Advisory Services
New York
$604K -$169K -468 -22%
WPP
1836
Whalerock Point Partners
Rhode Island
$602K
IPGDR
1837
Investidor Profissional Gestao de Recursos
Brazil
$601K +$172K +479 +40%
OMC
1838
Overbrook Management Corp
New York
$600K +$167K +465 +38%
SAM
1839
S.A. Mason
Michigan
$600K -$12.5K -35 -2%
WDG
1840
Wealth Dimensions Group
Ohio
$600K -$63.1K -176 -10%
AFC
1841
AFT Forsyth & Company
Florida
$599K +$6.09K +17 +1%
FCAS
1842
First Command Advisory Services
Texas
$599K +$599K +1,671 New
MWA
1843
Monograph Wealth Advisors
California
$598K +$269K +750 +82%
OHIS
1844
Oak Harvest Investment Services
Texas
$597K +$115K +320 +24%
AWA
1845
Acorn Wealth Advisors
Michigan
$597K -$40.5K -113 -6%
DE
1846
Day & Ennis
Georgia
$596K +$28.7K +80 +5%
AI
1847
ArchPoint Investors
Florida
$596K
APA
1848
Astoria Portfolio Advisors
New York
$594K -$121K -353 -17%
DFA
1849
DHK Financial Advisors
New Hampshire
$592K -$817K -2,276 -58%
IW
1850
Imprint Wealth
South Carolina
$592K +$6.82K +19 +1%