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Invesco QQQ Trust
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.57B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.25B
3
Citigroup
Citigroup
New York
+$1.13B
4
Citadel Advisors
Citadel Advisors
Florida
+$701M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$549M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$1.19B
2
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$713M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$555M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$544M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$533M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBWMG
1901
Von Berge Wealth Management Group
California
$420K – – –
IA
1902
Inspire Advisors
Idaho
$418K +$418K +1,304 New
SHFA
1903
SC&H Financial Advisors
Maryland
$418K – – –
VPIM
1904
Vanguard Personalized Indexing Management
California
$417K +$29.2K +91 +8%
T
1905
TCWP
Ohio
$416K -$2M -6,227 -83%
PP
1906
PDS Planning
Ohio
$416K +$8.35K +26 +2%
MIM
1907
MTM Investment Management
South Carolina
$415K -$2.57K -8 -0.6%
SF
1908
Safeguard Financial
Wisconsin
$415K +$415K +1,293 New
AG
1909
Ascent Group
Virginia
$413K -$3.53K -11 -0.8%
SIA
1910
Schear Investment Advisers
Ohio
$412K +$27.3K +85 +7%
DI
1911
DDFG Inc
California
$411K – – –
FA
1912
Faithward Advisors
Pennsylvania
$409K +$409K +1,255 New
JWM
1913
JGP Wealth Management
Oregon
$409K – – –
WA
1914
Wealth Alliance
New York
$407K +$16.4K +51 +4%
SSWM
1915
Smith Salley Wealth Management
North Carolina
$405K -$41.4K -129 -9%
CFA
1916
Cahill Financial Advisors
Minnesota
$405K -$35.6K -111 -8%
RWS
1917
Resolute Wealth Strategies
Mississippi
$404K +$404K +1,260 New
PPWM
1918
Paragon Private Wealth Management
Kentucky
$404K +$3.85K +12 +1%
CBA
1919
Coastal Bridge Advisors
Connecticut
$403K +$35K +109 +9%
CWM
1920
Cahaba Wealth Management
Georgia
$403K -$79.3K -247 -16%
SDWMA
1921
Schneider Downs Wealth Management Advisors
Pennsylvania
$403K -$3.53K -11 -0.9%
ZIG
1922
Zullo Investment Group
Pennsylvania
$403K +$26.3K +82 +7%
RCG
1923
Regatta Capital Group
California
$403K – – –
HSG
1924
Helen Stephens Group
Texas
$402K +$66.1K +206 +20%
UID
1925
Union Investments & Development
Israel
$402K +$402K +10,000 New
75 76
77
78 79