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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 %
ZIG
1951
Zullo Investment Group
Pennsylvania
$469K +$5.91K +16 +1%
CPRC
1952
Consolidated Portfolio Review Corp
New York
$469K +$69.1K +187 +17%
UID
1953
Union Investments & Development
Israel
$468K
GPA
1954
Guidance Point Advisors
Massachusetts
$468K -$34.7K -94 -7%
CFA
1955
Capstone Financial Advisors
Illinois
$467K +$7.76K +21 +2%
AG
1956
Ascent Group
Virginia
$467K -$11.9K -32 -2%
SFP
1957
Sandbox Financial Partners
Maryland
$467K -$29.9K -81 -6%
RWS
1958
Resolute Wealth Strategies
Mississippi
$466K +$739 +2 +0.2%
CWM
1959
C2C Wealth Management
Arizona
$465K +$383 +1 +0.1%
SIS
1960
Sound Income Strategies
Florida
$464K +$35.1K +95 +8%
SDWMA
1961
Schneider Downs Wealth Management Advisors
Pennsylvania
$464K
GB
1962
Goepper Burkhardt
South Carolina
$463K +$187K +506 +68%
TLCM
1963
Twin Lakes Capital Management
California
$462K +$739 +2 +0.2%
WFA
1964
WestHill Financial Advisors
California
$460K
MIM
1965
Moseley Investment Management
Florida
$459K
KLCM
1966
KG&L Capital Management
Louisiana
$458K +$76.8K +208 +20%
BFA
1967
Bill Few Associates
Pennsylvania
$454K -$5.91K -16 -1%
SWA
1968
Sutton Wealth Advisors
Florida
$451K
IIM
1969
InTrack Investment Management
Vermont
$451K -$11.1K -30 -2%
PFBT
1970
Parkside Financial Bank & Trust
Missouri
$450K -$4.43K -12 -1%
MAM
1971
McLean Asset Management
Virginia
$450K
JWM
1972
JGP Wealth Management
Oregon
$449K -$21.1K -57 -4%
WA
1973
Wealth Alliance
New York
$449K -$19.2K -52 -4%
OMC
1974
Overbrook Management Corp
New York
$447K -$82.8K -224 -16%
1IA
1975
1834 Investment Advisors
Wisconsin
$447K +$28.8K +78 +7%