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Invesco QQQ Trust

2,518 hedge funds and large institutions have $86.9B invested in Invesco QQQ Trust in 2023 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 982 increasing their positions, 974 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
+84
Holders Change %
+3.45%
% of All Funds
39.71%
Holding in Top 10
572
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+12.6%
% of All Funds
9.02%
New
229
Increased
982
Reduced
974
Closed
122
Calls
$119B
Puts
$238B
Net Calls
-$119B
Net Calls Change
-$31.5B
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
1926
Bell Investment Advisors
California
$501K -$70.9K -192 -12%
MIC
1927
Meridian Investment Counsel
California
$500K
TFCP
1928
Twin Focus Capital Partners
Massachusetts
$499K
CRIG
1929
Charter Research & Investment Group
Connecticut
$499K
SFA
1930
Souders Financial Advisors
Ohio
$499K -$3.69K -10 -0.7%
BLC
1931
Brown, Lisle/Cummings
Rhode Island
$498K +$40.6K +110 +9%
OHIS
1932
Oak Harvest Investment Services
Texas
$498K +$56.5K +153 +13%
WFPG
1933
Waller Financial Planning Group
Ohio
$497K -$7.02K -19 -1%
LNB
1934
Ledyard National Bank
$497K -$7.39K -20 -1%
CI
1935
Conning Inc
Connecticut
$495K -$700K -1,896 -59%
WA
1936
Win Advisors
Florida
$495K -$785K -2,312 -61%
CA
1937
Crumly & Associates
Illinois
$491K
PP
1938
PDS Planning
Ohio
$488K +$9.61K +26 +2%
PAM
1939
Peninsula Asset Management
Florida
$486K
VBWMG
1940
Von Berge Wealth Management Group
California
$484K
CWM
1941
Capital Wealth Management
Rhode Island
$481K -$31K -84 -6%
SHFA
1942
SC&H Financial Advisors
Maryland
$481K
MIM
1943
MTM Investment Management
South Carolina
$478K
MCM
1944
Manchester Capital Management
Vermont
$477K +$170K +460 +55%
CWA
1945
CM Wealth Advisors
Ohio
$476K
SSW
1946
Stone Summit Wealth
Florida
$474K +$139K +375 +41%
DI
1947
DDFG Inc
California
$473K
SIC
1948
Sterling Investment Counsel
New York
$473K -$26.2K -71 -5%
AIP
1949
Almanack Investment Partners
Pennsylvania
$472K +$94.2K +255 +25%
PPWM
1950
Paragon Private Wealth Management
Kentucky
$470K +$5.17K +14 +1%