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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 %
VCM
1876
Virtue Capital Management
Tennessee
$439K -$31.2K -100 -7%
VFM
1877
Valley Financial Management
New York
$439K -$4.18K -13 -0.9%
LNB
1878
Ledyard National Bank
$438K -$20.5K -64 -4%
WFPG
1879
Waller Financial Planning Group
Ohio
$438K +$157K +488 +56%
JGIA
1880
Jackson Grant Investment Advisers
Connecticut
$438K
PFM
1881
Peak Financial Management
Massachusetts
$437K -$97.9K -305 -18%
GPA
1882
Guidance Point Advisors
Massachusetts
$437K -$7.7K -24 -2%
SFA
1883
Souders Financial Advisors
Ohio
$437K -$58.4K -182 -12%
MKA
1884
M. Kulyk & Associates
Georgia
$436K +$64.2K +200 +17%
MIC
1885
Meridian Investment Counsel
California
$435K -$1.61K -5 -0.4%
VCM
1886
Viewpoint Capital Management
Washington
$434K
SIC
1887
Sterling Investment Counsel
New York
$433K -$49.1K -153 -10%
TFCP
1888
Twin Focus Capital Partners
Massachusetts
$433K
CRIG
1889
Charter Research & Investment Group
Connecticut
$433K +$48.1K +150 +13%
MWA
1890
Meridian Wealth Advisors
Texas
$433K +$15.1K +47 +4%
HT
1891
Headlands Technologies
Illinois
$433K -$451K -1,406 -51%
SFP
1892
Sandbox Financial Partners
Maryland
$432K +$27.9K +87 +7%
SPP
1893
Single Point Partners
Massachusetts
$428K +$123K +382 +40%
GC
1894
Gibson Capital
Pennsylvania
$428K +$428K +1,333 New
CA
1895
Crumly & Associates
Illinois
$426K
BTW
1896
Boston Trust Walden
Massachusetts
$426K
MF
1897
Montis Financial
Massachusetts
$426K
WA
1898
WESPAC Advisors
California
$424K +$424K +1,322 New
NW
1899
NewEdge Wealth
Pennsylvania
$424K -$30.8K -96 -7%
PAM
1900
Peninsula Asset Management
Florida
$422K