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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 %
MWA
1851
Meridian Wealth Advisors
Texas
$591K +$8.24K +23 +1%
DIS
1852
Diversified Investment Strategies
Louisiana
$590K -$37.6K -105 -6%
GAG
1853
GM Advisory Group
New York
$590K +$97.8K +273 +20%
AUB
1854
Atlantic Union Bankshares
Virginia
$589K
MJRIC
1855
Mogy Joel R Investment Counsel
California
$589K
PFA
1856
Professional Financial Advisors
Nebraska
$586K +$195K +544 +50%
PFGIA
1857
Patriot Financial Group Insurance Agency
Massachusetts
$586K -$50.2K -140 -8%
AIM
1858
Athena Investment Management
California
$586K
MPM
1859
Meritage Portfolio Management
Kansas
$585K +$10.7K +30 +2%
IP
1860
Intellectus Partners
California
$585K
RWM
1861
Revisor Wealth Management
Ohio
$583K -$1.53M -4,264 -72%
CF
1862
Clarity Financial
Texas
$581K +$182K +507 +45%
COCM
1863
Charter Oak Capital Management
New Hampshire
$578K -$66.3K -185 -10%
MCM
1864
McDonough Capital Management
Florida
$577K
VWM
1865
Valley Wealth Managers
New Jersey
$576K +$412K +1,149 +250%
HG
1866
Harbor Group
New Hampshire
$575K +$30.1K +84 +6%
EWG
1867
Executive Wealth Group
Washington
$575K +$1.07K +3 +0.2%
PFM
1868
Peak Financial Management
Massachusetts
$573K +$15.4K +43 +3%
KC
1869
Kenfarb & Co
Kentucky
$573K -$129K -360 -18%
CIC
1870
Cutler Investment Counsel
Oregon
$572K -$22.2K -62 -4%
VCP
1871
Vista Capital Partners
Oregon
$571K +$1.43K +4 +0.3%
FIB
1872
First Interstate Bank
Montana
$570K -$303K -846 -35%
VP
1873
Verum Partners
North Carolina
$569K +$569K +1,589 New
KLCM
1874
KG&L Capital Management
Louisiana
$569K +$124K +347 +28%
CFA
1875
Capstone Financial Advisors
Illinois
$569K +$116K +323 +26%