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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 %
OCPWS
1901
One Charles Private Wealth Services
Massachusetts
$536K -$84.2K -235 -14%
MAM
1902
Marquette Asset Management
Minnesota
$535K +$535K +1,493 New
GFG
1903
Greystone Financial Group
Michigan
$534K
CAM
1904
Carret Asset Management
New York
$533K
NW
1905
NewEdge Wealth
Pennsylvania
$532K +$12.5K +35 +2%
WA
1906
Wealthstream Advisors
New York
$529K
BWM
1907
Boyd Wealth Management
California
$529K +$716 +2 +0.1%
FPWM
1908
FSB Premier Wealth Management
Iowa
$529K +$529K +1,476 New
BWP
1909
Baldwin Wealth Partners
Massachusetts
$527K
GWCM
1910
Godshalk Welsh Capital Management
Pennsylvania
$527K
LAS
1911
LWM Advisory Services
Florida
$526K -$109K -302 -17%
TLP
1912
Trinity Legacy Partners
Texas
$524K -$16.1K -45 -3%
PGWM
1913
Pitti Group Wealth Management
New York
$519K +$4.3K +12 +0.8%
NCM
1914
Noesis Capital Mangement
Florida
$515K -$5.01K -14 -1%
EA
1915
Ergawealth Advisors
Illinois
$513K +$208K +581 +68%
C
1916
CEDRUS
Colorado
$513K +$2.15K +6 +0.4%
CCA
1917
Cobblestone Capital Advisors
New York
$513K -$19.7K -55 -4%
ERWM
1918
Elk River Wealth Management
Colorado
$513K
PWLP
1919
Prio Wealth Limited Partnership
Massachusetts
$512K -$8.96K -25 -2%
CHA
1920
Cooper/Haims Advisors
New York
$510K +$165K +460 +48%
HGWM
1921
Horst & Graben Wealth Management
Oregon
$509K +$717 +2 +0.1%
SWA
1922
Strata Wealth Advisors
Texas
$509K +$509K +1,419 New
FG
1923
Fiduciary Group
Georgia
$508K
TBC
1924
Ted Buchan & Co
California
$507K -$17.2K -48 -3%
HWA
1925
Heritage Wealth Advisors
Virginia
$507K