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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 %
WA
1876
Wealthstream Advisors
New York
$546K -$56.5K -153 -9%
WA
1877
WESPAC Advisors
California
$545K +$56.9K +154 +12%
BWM
1878
Boyd Wealth Management
California
$545K +$739 +2 +0.1%
RGF
1879
Retirement Guys Formula
Ohio
$545K -$49.5K -134 -8%
GWCM
1880
Godshalk Welsh Capital Management
Pennsylvania
$544K -$55.4K -150 -9%
BWP
1881
Baldwin Wealth Partners
Massachusetts
$544K +$11.5K +31 +2%
CG
1882
Corundum Group
Colorado
$543K
SPP
1883
Single Point Partners
Massachusetts
$541K +$48.1K +130 +10%
TBC
1884
Ted Buchan & Co
California
$540K -$7.02K -19 -1%
MPWT
1885
MassMutual Private Wealth & Trust
Connecticut
$540K +$4.06K +11 +0.8%
PWLP
1886
Prio Wealth Limited Partnership
Massachusetts
$538K +$1.11K +3 +0.2%
OC
1887
Oarsman Capital
Wisconsin
$537K -$77.9K -211 -13%
RRC
1888
Relaxing Retirement Coach
Massachusetts
$537K
NW
1889
NewEdge Wealth
Pennsylvania
$536K +$48K +130 +10%
NCM
1890
Noesis Capital Mangement
Florida
$536K +$252K +682 +89%
BCFS
1891
Butensky & Cohen Financial Security
Florida
$535K -$58.7K -159 -10%
PGWM
1892
Pitti Group Wealth Management
New York
$531K -$61.3K -166 -10%
NAS
1893
Nicolet Advisory Services
Wisconsin
$530K -$5.51K -15 -1%
EL
1894
EWA LLC
Pennsylvania
$530K -$22.5K -61 -4%
ERWM
1895
Elk River Wealth Management
Colorado
$528K
MAM
1896
MMA Asset Management
Pennsylvania
$527K -$38.4K -104 -7%
C
1897
CEDRUS
Colorado
$526K -$37.7K -102 -7%
KIG
1898
Kowal Investment Group
Wisconsin
$525K -$36.6K -99 -7%
FG
1899
Fiduciary Group
Georgia
$524K
HGWM
1900
Horst & Graben Wealth Management
Oregon
$524K -$17.7K -48 -3%