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Invesco QQQ Trust

3,293 hedge funds and large institutions have $109B invested in Invesco QQQ Trust in 2025 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 1,384 increasing their positions, 1,283 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,293
Holders Change
-73
Holders Change %
-2.17%
% of All Funds
44.73%
Holding in Top 10
687
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-7.04%
% of All Funds
9.33%
New
198
Increased
1,384
Reduced
1,283
Closed
195
Calls
$122B
Puts
$213B
Net Calls
-$91B
Net Calls Change
-$3.88B
Name Holding Trade Value Shares
Change
Shares
Change %
HVIA
1926
Hudson Valley Investment Advisors
New York
$1.33M -$127K -270 -9%
SWM
1927
Sagace Wealth Management
Florida
$1.33M +$46K +98 +4%
VPF
1928
Vantage Point Financial
Illinois
$1.33M -$21.1K -45 -2%
FP
1929
Financial Perspectives
Minnesota
$1.33M -$100K -214 -7%
WH
1930
Willner & Heller
California
$1.33M +$41.3K +88 +3%
OCG
1931
Opus Capital Group
Ohio
$1.33M +$933K +1,989 +237%
FPL
1932
Fortress Private Ledger
North Carolina
$1.33M +$4.69K +10 +0.4%
AF
1933
Aldebaran Financial
$1.33M +$44.5K +95 +3%
KBFS
1934
Kohmann Bosshard Financial Services
Ohio
$1.33M +$1.33M +2,826 New
TIM
1935
Tortoise Investment Management
New York
$1.32M -$28.1K -60 -2%
TWM
1936
TCFG Wealth Management
California
$1.32M -$96.6K -206 -7%
CWM
1937
Collaborative Wealth Management
Florida
$1.32M -$286K -609 -18%
CWP
1938
Curated Wealth Partners
California
$1.32M -$81.6K -174 -6%
LWM
1939
Liberty Wealth Management
California
$1.31M +$22K +47 +2%
FG
1940
Fairman Group
Pennsylvania
$1.31M
SMWM
1941
Silvia McColl Wealth Management
California
$1.31M +$320K +683 +32%
ACA
1942
Atlas Capital Advisors
Wyoming
$1.31M +$852K +1,816 +185%
WCWM
1943
Wooster Corthell Wealth Management
Connecticut
$1.31M +$22K +47 +2%
LRWA
1944
Long Run Wealth Advisors
New York
$1.31M -$938 -2 -0.1%
SC
1945
Syon Capital
California
$1.3M +$1.3M +2,775 New
WN
1946
Williams & Novak
California
$1.3M +$264K +558 +25%
EFG
1947
Ehrlich Financial Group
California
$1.3M +$472K +1,006 +57%
CMS
1948
Capital Market Strategies
Florida
$1.3M -$889K -1,895 -41%
CC
1949
Chicago Capital
Illinois
$1.3M -$266K -568 -17%
AW
1950
Alteri Wealth
California
$1.29M +$93.8K +200 +8%