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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 %
BWP
1851
Baldwin Wealth Partners
Massachusetts
$462K -$9.31K -29 -2%
IW
1852
Imprint Wealth
South Carolina
$461K +$461K +1,434 New
3LCM
1853
3D/L Capital Management
Connecticut
$461K -$41.7K -130 -8%
OMC
1854
Overbrook Management Corp
New York
$461K -$124K -385 -21%
HWA
1855
Heritage Wealth Advisors
Virginia
$459K +$5.46K +17 +1%
ERWM
1856
Elk River Wealth Management
Colorado
$459K
LC
1857
LTG Capital
Massachusetts
$458K
CWS
1858
Confluence Wealth Services
Pennsylvania
$457K -$39.8K -124 -8%
BSSFA
1859
Baron Silver Stevens Financial Advisors
Florida
$457K -$14.4K -45 -3%
FFWM
1860
Future Financial Wealth Management
Ohio
$456K -$348K -1,086 -43%
BWM
1861
Bulltick Wealth Management
Florida
$456K -$69.1K -215 -13%
FG
1862
Fiduciary Group
Georgia
$455K -$11.2K -35 -2%
WAS
1863
WESPAC Advisors SoCal
California
$452K +$83.4K +260 +23%
HCM
1864
Highview Capital Management
Illinois
$452K -$752K -2,342 -62%
CWP
1865
Curated Wealth Partners
California
$449K -$485K -1,510 -52%
HPIA
1866
Hamilton Point Investment Advisors
North Carolina
$448K +$448K +1,393 New
EA
1867
Emerald Advisors
Washington
$446K -$5.13K -16 -1%
CWM
1868
Capital Wealth Management
Rhode Island
$445K +$445K +1,386 New
ONST
1869
Old North State Trust
North Carolina
$444K
SAG
1870
Spotlight Asset Group
Illinois
$444K +$444K +1,612 New
MFA
1871
McClarren Financial Advisors
Pennsylvania
$443K -$263K -826 -37%
FFWA
1872
FRG Family Wealth Advisors
Washington
$441K -$44.9K -140 -9%
DWM
1873
Dopkins Wealth Management
New York
$441K
GAG
1874
GM Advisory Group
New York
$440K -$318K -991 -42%
HAC
1875
Harbor Advisory Corp
New Hampshire
$439K +$439K +1,369 New