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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 %
SPW
1926
Sonoma Private Wealth
California
$328K +$328K +1,233 New
SMA
1927
Sage Mountain Advisors
Georgia
$326K -$8.52K -32 -3%
CWA
1928
CJM Wealth Advisers
Virginia
$326K +$799 +3 +0.2%
SWA
1929
Sutton Wealth Advisors
Florida
$326K -$18.1K -68 -5%
SWM
1930
Sculati Wealth Management
Michigan
$325K +$2.93K +11 +0.9%
WA
1931
Wealth Alliance
New York
$324K -$25.8K -97 -7%
RCA
1932
Rex Capital Advisors
Rhode Island
$323K +$323K +1,214 New
RW
1933
Rede Wealth
Virginia
$323K -$128K -479 -28%
VPIM
1934
Vanguard Personalized Indexing Management
California
$321K +$321K +1,207 New
SCA
1935
Stuart Chaussee & Associates
California
$320K +$533 +2 +0.2%
IC
1936
Iconiq Capital
California
$320K +$77.5K +291 +32%
CRIG
1937
Charter Research & Investment Group
Connecticut
$320K
SIA
1938
Schear Investment Advisers
Ohio
$319K +$319K +1,198 New
FA
1939
FDx Advisors
Illinois
$319K -$1.09M -4,104 -77%
HWM
1940
Horizons Wealth Management
North Carolina
$319K
FWA
1941
FSM Wealth Advisors
Ohio
$318K +$52.7K +198 +20%
KFSC
1942
Keystone Financial Services (Colorado)
Colorado
$317K
SFP
1943
Strategic Financial Partners
Oregon
$317K
CWA
1944
Choice Wealth Advisors
Maine
$317K
BCM
1945
Brasada Capital Management
Texas
$316K -$126K -474 -29%
WA
1946
Wambolt & Associates
Colorado
$315K -$9.59K -36 -3%
MWA
1947
Monograph Wealth Advisors
California
$314K +$107K +403 +52%
EE
1948
EWG Elevate
California
$314K -$5.09M -19,124 -94%
AWM
1949
Aries Wealth Management
Maine
$314K +$5.86K +22 +2%
EBA
1950
Eagle Bay Advisors
New York
$314K