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Invesco QQQ Trust

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
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
1951
Horizons Wealth Management
North Carolina
$384K
OHIS
1952
Oak Harvest Investment Services
Texas
$384K -$40.4K -126 -10%
SWM
1953
Sculati Wealth Management
Michigan
$381K -$11.2K -35 -3%
BCM
1954
Brasada Capital Management
Texas
$381K
CWM
1955
C2C Wealth Management
Arizona
$380K +$29.7K +95 +8%
AWM
1956
Aries Wealth Management
Maine
$378K
EBA
1957
Eagle Bay Advisors
New York
$378K
PSP
1958
Pacific Sage Partners
Washington
$376K
CWM
1959
Cabot Wealth Management
Massachusetts
$376K -$103K -322 -22%
SFS
1960
Solitude Financial Services
Virginia
$376K +$376K +1,171 New
IC
1961
Innealta Capital
Texas
$375K +$375K +1,170 New
TF
1962
TLWM Financial
Texas
$375K +$4.81K +15 +1%
FMTC
1963
Farmers & Merchants Trust Company
California
$374K +$374K +1,165 New
SIS
1964
Sound Income Strategies
Florida
$373K +$7.06K +22 +2%
WCM
1965
Wunderlich Capital Managemnt
Tennessee
$372K +$8.02K +25 +2%
JFA
1966
JNBA Financial Advisors
Minnesota
$371K -$61K -190 -14%
SFP
1967
Strategic Financial Partners
Oregon
$369K -$12.8K -40 -3%
DLCIG
1968
D.L. Carlson Investment Group
New Hampshire
$367K -$9.62K -30 -3%
Credit Agricole
1969
Credit Agricole
France
$366K +$72.5K +226 +25%
SFWA
1970
Summit Financial Wealth Advisors
Louisiana
$366K +$2.25K +7 +0.6%
SWMP
1971
Signature Wealth Management Partners
New Jersey
$365K +$365K +1,138 New
BFG
1972
Beacon Financial Group
Texas
$365K -$59.5K -187 -14%
GAM
1973
GEM Asset Management
Michigan
$365K +$365K +1,137 New
LCM
1974
Leisure Capital Management
California
$364K
1IA
1975
1834 Investment Advisors
Wisconsin
$363K -$101K -316 -22%