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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 %
CTA
1851
Chesley Taft & Associates
Illinois
$587K
VCP
1852
Vista Capital Partners
Oregon
$587K +$369 +1 +0.1%
DE
1853
Day & Ennis
Georgia
$585K +$369 +1 +0.1%
MPW
1854
MGO Private Wealth
California
$585K -$207K -561 -26%
CWS
1855
Confluence Wealth Services
Pennsylvania
$581K +$54.7K +148 +10%
FSA
1856
Financial Sense Advisors
California
$580K
BA
1857
BCM Advisors
Louisiana
$579K +$1.9K +5 +0.3%
RWP
1858
RWA Wealth Partners
Massachusetts
$576K -$1.53M -4,129 -73%
CCA
1859
Checchi Capital Advisers
California
$575K -$58.4K -158 -9%
PFM
1860
Peak Financial Management
Massachusetts
$575K +$72K +195 +14%
FB
1861
Fulton Bank
Pennsylvania
$574K
VCM
1862
Viewpoint Capital Management
Washington
$570K +$70.2K +190 +14%
HG
1863
Harbor Group
New Hampshire
$562K +$739 +2 +0.1%
CWP
1864
Core Wealth Partners
California
$559K -$7.02K -19 -1%
TLP
1865
Trinity Legacy Partners
Texas
$557K -$103K -280 -16%
TWM
1866
Tanager Wealth Management
United Kingdom
$556K
DP
1867
DDD Partners
Washington
$555K
VC
1868
Veracity Capital
Georgia
$554K
OIA
1869
Optimum Investment Advisors
Illinois
$553K -$17K -46 -3%
OC
1870
Oakworth Capital
Alabama
$550K
GFG
1871
Greystone Financial Group
Michigan
$550K
SI
1872
SimpliFi Inc
California
$550K +$150K +405 +37%
CAM
1873
Carret Asset Management
New York
$549K -$7.39K -20 -1%
CCA
1874
Cobblestone Capital Advisors
New York
$549K -$60.2K -163 -10%
SAM
1875
S.A. Mason
Michigan
$549K