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Invesco QQQ Trust

2,335 hedge funds and large institutions have $66B invested in Invesco QQQ Trust in 2022 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 804 increasing their positions, 976 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,335
Holders Change
+128
Holders Change %
+5.8%
% of All Funds
37.67%
Holding in Top 10
443
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.99%
% of All Funds
7.15%
New
322
Increased
804
Reduced
976
Closed
141
Calls
$96.3B
Puts
$123B
Net Calls
-$26.2B
Net Calls Change
+$11.4B
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
1901
Alta Capital Management
Utah
$349K +$349K +1,309 New
RBFC
1902
Roman Butler Fullerton & Co
Missouri
$348K -$15.8K -56 -4%
MWA
1903
Meridian Wealth Advisors
Texas
$347K -$132K -496 -28%
MIM
1904
MTM Investment Management
South Carolina
$347K -$229K -861 -40%
SHFA
1905
SC&H Financial Advisors
Maryland
$347K
AG
1906
Ascent Group
Virginia
$346K -$54.3K -204 -14%
WFA
1907
WestHill Financial Advisors
California
$346K +$14.1K +53 +4%
PP
1908
Patron Partners
Texas
$343K -$799 -3 -0.2%
DI
1909
DDFG Inc
California
$341K +$341K +1,280 New
FWI
1910
Facet Wealth Inc
Maryland
$340K -$23.7K -79 -7%
JWM
1911
JGP Wealth Management
Oregon
$339K +$4K +15 +1%
PP
1912
PDS Planning
Ohio
$338K +$12.8K +48 +4%
SDWMA
1913
Schneider Downs Wealth Management Advisors
Pennsylvania
$337K +$78.6K +295 +30%
BIM
1914
Baldwin Investment Management
Pennsylvania
$337K
IBOK
1915
Independence Bank of Kentucky
Kentucky
$335K -$260K -975 -44%
SFP
1916
Sandbox Financial Partners
Maryland
$335K -$76.4K -287 -19%
CD
1917
Chapin Davis
Maryland
$334K +$334K +1,254 New
CCMG
1918
Clark Capital Management Group
Pennsylvania
$333K -$108K -407 -25%
TLCM
1919
Twin Lakes Capital Management
California
$333K +$1.6K +6 +0.5%
PPWM
1920
Paragon Private Wealth Management
Kentucky
$332K +$18.1K +68 +6%
CFA
1921
Capstone Financial Advisors
Illinois
$331K
LSA
1922
Lansing Street Advisors
Pennsylvania
$331K +$533 +2 +0.2%
OL
1923
Owen LaRue
Kentucky
$330K +$330K +1,243 New
MCP
1924
Mirador Capital Partners
California
$330K -$38.9K -146 -11%
GWAG
1925
Garrett Wealth Advisory Group
Texas
$329K +$329K +1,234 New