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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 %
OC
1876
Oakworth Capital
Alabama
$567K +$33.3K +93 +6%
CWS
1877
Confluence Wealth Services
Pennsylvania
$565K +$1.43K +4 +0.3%
VCM
1878
Viewpoint Capital Management
Washington
$564K +$11.5K +32 +2%
FSA
1879
Financial Sense Advisors
California
$562K
RCG
1880
Regatta Capital Group
California
$560K -$13.3K -37 -2%
CCA
1881
Checchi Capital Advisers
California
$560K +$1.79K +5 +0.3%
NAS
1882
Nicolet Advisory Services
Wisconsin
$559K +$40.3K +112 +8%
RFWA
1883
RPg Family Wealth Advisory
Massachusetts
$554K -$23.7K -66 -4%
KIG
1884
Kowal Investment Group
Wisconsin
$551K +$41.9K +117 +8%
BFO
1885
Biltmore Family Office
North Carolina
$548K +$51.7K +144 +10%
NA
1886
Nottingham Advisors
New York
$548K -$100K -280 -15%
MPWT
1887
MassMutual Private Wealth & Trust
Connecticut
$546K +$22.9K +64 +4%
EL
1888
EWA LLC
Pennsylvania
$546K +$5.28K +14 +1%
SFP
1889
Sandbox Financial Partners
Maryland
$545K +$92.1K +257 +20%
WAS
1890
WESPAC Advisors SoCal
California
$544K +$134K +375 +33%
RFA
1891
Resurgent Financial Advisors
Georgia
$540K -$1.67M -4,660 -76%
TWM
1892
Tanager Wealth Management
United Kingdom
$540K
SPW
1893
Sonoma Private Wealth
California
$540K +$540K +1,506 New
RGF
1894
Retirement Guys Formula
Ohio
$538K +$10K +28 +2%
OIA
1895
Optimum Investment Advisors
Illinois
$538K +$1.08K +3 +0.2%
ASGS
1896
Alpha Square Group S
New York
$537K +$143K +400 +36%
FLC
1897
Fifth Lane Capital
Texas
$537K +$537K +1,500 New
VC
1898
Veracity Capital
Georgia
$537K -$717 -2 -0.1%
ZAM
1899
Zevin Asset Management
Massachusetts
$537K +$537K +1,499 New
NCM
1900
Novare Capital Management
North Carolina
$537K +$147K +410 +38%