QQQ icon

Invesco QQQ Trust

2,518 hedge funds and large institutions have $83.1B invested in Invesco QQQ Trust in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,072 increasing their positions, 909 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
Holders Change %
0%
% of All Funds
40.15%
Holding in Top 10
548
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.2%
% of All Funds
8.74%
New
172
Increased
1,072
Reduced
909
Closed
139
Calls
$130B
Puts
$229B
Net Calls
-$99.5B
Net Calls Change
+$19.5B
Name Holding Trade Value Shares
Change
Shares
Change %
WFPG
1951
Waller Financial Planning Group
Ohio
$482K
PFBT
1952
Parkside Financial Bank & Trust
Missouri
$481K +$44.4K +124 +10%
FF
1953
Financial Futures
New Jersey
$481K +$481K +1,342 New
GC
1954
GFG Capital
Florida
$481K -$334K -933 -41%
CI
1955
Conning Inc
Connecticut
$480K
CWP
1956
Curated Wealth Partners
California
$480K -$21.5K -60 -4%
OFP
1957
OLIO Financial Planning
Virginia
$480K +$193K +539 +67%
PP
1958
PDS Planning
Ohio
$479K +$5.73K +16 +1%
MIM
1959
Moseley Investment Management
Florida
$473K +$27.6K +77 +6%
PAM
1960
Peninsula Asset Management
Florida
$471K
CAM
1961
Concorde Asset Management
Michigan
$470K -$27.9K -78 -6%
VBWMG
1962
Von Berge Wealth Management Group
California
$469K
OC
1963
Oarsman Capital
Wisconsin
$469K -$51.6K -144 -10%
AWAG
1964
ARS Wealth Advisors Group
Florida
$469K +$469K +1,309 New
AG
1965
Ascent Group
Virginia
$467K +$1.85K +5 +0.4%
SHFA
1966
SC&H Financial Advisors
Maryland
$466K
CWM
1967
Capital Wealth Management
Rhode Island
$466K -$358 -1 -0.1%
AA
1968
AlphaMark Advisors
Kentucky
$464K +$81.3K +227 +21%
MKA
1969
M. Kulyk & Associates
Georgia
$464K -$23.3K -65 -5%
MIM
1970
MTM Investment Management
South Carolina
$464K
BMM
1971
Buffington Mohr McNeal
Idaho
$463K +$79.9K +223 +21%
ZIG
1972
Zullo Investment Group
Pennsylvania
$461K +$6.09K +17 +1%
GA
1973
Gateway Advisory
New Jersey
$460K +$55.9K +156 +14%
EFN
1974
Equita Financial Network
Pennsylvania
$460K +$460K +1,283 New
ANHIM
1975
Alan N. Hoffman Investment Management
Massachusetts
$459K +$141K +394 +44%