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Invesco QQQ Trust

3,493 hedge funds and large institutions have $137B invested in Invesco QQQ Trust in 2025 Q3 according to their latest regulatory filings, with 247 funds opening new positions, 1,511 increasing their positions, 1,248 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.11% more ownership

Funds ownership: 36.46%36.56% (+0.11%)

1% less funds holding in top 10

Funds holding in top 10: 761753 (-8)

38% less call options, than puts

Call options by funds: $158B | Put options by funds: $256B

Holders
3,493
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
753
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$158B
Puts
$256B
Net Calls
Net Calls Change

Top Buyers

1 +$2.52B
2 +$922M
3 +$740M
4
Citigroup
Citigroup
New York
+$703M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$495M

Top Sellers

1 -$2.36B
2 -$1.2B
3 -$1.06B
4
JP Morgan Chase
JP Morgan Chase
New York
-$514M
5
HF
HRT Financial
New York
-$462M
Name Holding Trade Value Shares
Change
Change in
Stake
HGA
2001
Hobbs Group Advisors
South Carolina
$1.7M
GC
2002
Gilbert & Cook
Iowa
$1.7M
KA
2003
Klingman & Associates
New York
$1.69M
EAM
2004
Empirical Asset Management
Massachusetts
$1.69M
MLFP
2005
MPS Loria Financial Planners
Illinois
$1.68M
HHGA
2006
Halbert Hargrove Global Advisors
California
$1.68M
GLA
2007
Great Lakes Advisors
Illinois
$1.68M
HWA
2008
Heritage Wealth Architects
Minnesota
$1.68M
VPF
2009
Vantage Point Financial
Illinois
$1.68M
CCIA
2010
Cherry Creek Investment Advisors
Colorado
$1.68M
MCM
2011
Massar Capital Management
Connecticut
$1.68M
GIM
2012
Goelzer Investment Management
Indiana
$1.67M
QFA
2013
Quantum Financial Advisors
California
$1.67M
APW
2014
Austin Private Wealth
Texas
$1.67M
TWM
2015
TCFG Wealth Management
California
$1.67M
GAG
2016
GM Advisory Group
New York
$1.67M
CCA
2017
Checchi Capital Advisers
California
$1.66M
WE
2018
Wealth Effects
Massachusetts
$1.66M
WA
2019
WESPAC Advisors
California
$1.66M
PCMF
2020
Private Capital Management (Florida)
Florida
$1.66M
NWM
2021
Napa Wealth Management
California
$1.65M
TF
2022
Tompkins Financial
New York
$1.65M
IP
2023
Investment Partners
Ohio
$1.65M
HVIA
2024
Hudson Valley Investment Advisors
New York
$1.65M
FWM
2025
Forefront Wealth Management
Pennsylvania
$1.64M