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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 %
B
1976
Bellecapital
Switzerland
$363K
GA
1977
Gateway Advisory
New Jersey
$361K -$256K -796 -41%
IPGDR
1978
Investidor Profissional Gestao de Recursos
Brazil
$361K -$1.74M -5,408 -83%
BCM
1979
Basso Capital Management
Connecticut
$359K
EFL
1980
ERn Financial LLC
Wisconsin
$359K +$8.02K +25 +2%
IRAG
1981
Investment Research & Advisory Group
Georgia
$359K
AIFAIM
1982
American Institute for Advanced Investment Management
Arizona
$359K -$14.1K -54 -4%
WF
1983
Whelan Financial
California
$358K +$642 +2 +0.2%
SWM
1984
Silverlake Wealth Management
Vermont
$357K
EP
1985
EPIQ Partners
Minnesota
$357K +$321 +1 +0.1%
CFO
1986
Collective Family Office
Pennsylvania
$356K +$16.4K +51 +5%
CAMV
1987
Concord Asset Management (Virginia)
Virginia
$356K +$356K +1,109 New
PSIWM
1988
Paradigm Strategies in Wealth Management
Minnesota
$356K +$1.28K +4 +0.4%
VCM
1989
Vivaldi Capital Management
Illinois
$355K -$109K -340 -23%
WCP
1990
Wick Capital Partners
Pennsylvania
$355K +$355K +1,106 New
MWM
1991
Massachusetts Wealth Management
Massachusetts
$354K -$156K -486 -31%
HCMT
1992
Highland Capital Management (Tennessee)
Tennessee
$354K
CWA
1993
Choice Wealth Advisors
Maine
$354K -$28.2K -88 -7%
AFM
1994
Abbot Financial Management
Massachusetts
$352K -$321 -1 -0.1%
YWS
1995
Yarger Wealth Strategies
Ohio
$351K
RWMG
1996
Redwood Wealth Management Group
New Jersey
$351K -$10.3K -32 -3%
GFA
1997
Gallagher Fiduciary Advisors
Illinois
$351K +$351K +1,089 New
WOSD
1998
WFA of San Diego
California
$350K -$14.1K -44 -4%
GDP
1999
Great Diamond Partners
Maine
$350K +$54.6K +170 +18%
VC
2000
Vestor Capital
Illinois
$350K -$73.8K -230 -17%