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Invesco QQQ Trust

2,256 hedge funds and large institutions have $63.7B invested in Invesco QQQ Trust in 2022 Q2 according to their latest regulatory filings, with 187 funds opening new positions, 910 increasing their positions, 904 reducing their positions, and 219 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,256
Holders Change
-63
Holders Change %
-2.72%
% of All Funds
38.15%
Holding in Top 10
472
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-9.58%
% of All Funds
7.98%
New
187
Increased
910
Reduced
904
Closed
219
Calls
$91.9B
Puts
$130B
Net Calls
-$38.4B
Net Calls Change
+$55.3B
Name Holding Trade Value Shares
Change
Shares
Change %
NSAM
2001
North Star Asset Management
Wisconsin
$242K
GCA
2002
Gradient Capital Advisors
California
$242K +$65.7K +234 +37%
SCM
2003
SCS Capital Management
Massachusetts
$241K
WCWM
2004
Willow Creek Wealth Management
California
$241K
HPWM
2005
Highland Private Wealth Management
Washington
$241K
BBWA
2006
Bell & Brown Wealth Advisors
California
$241K
HIG
2007
Heritage Investment Group
Florida
$241K
JPLA
2008
Joseph P. Lucia & Associates
New York
$241K +$193K +691 +406%
NFP
2009
Narus Financial Partners
Utah
$241K -$13.7K -49 -5%
GCA
2010
Genesee Capital Advisors
New York
$240K -$3.56M -12,724 -94%
SAM
2011
Sawgrass Asset Management
Florida
$240K -$96.4K -344 -29%
LWM
2012
Liberty Wealth Management
California
$240K -$5.05K -18 -2%
BF
2013
Brooklyn FI
New York
$239K
CF
2014
Copperwynd Financial
Arizona
$239K +$57.7K +206 +32%
RCG
2015
Resource Consulting Group
Florida
$238K
WW
2016
Waterfront Wealth
Kansas
$238K
WAOTB
2017
Wealth Advisors of Tampa Bay
Florida
$235K +$66.7K +238 +40%
OGF
2018
Orin Green Financial
California
$235K +$235K +812 New
TF
2019
TimeScale Financial
Massachusetts
$234K -$4.2K -15 -2%
OBWP
2020
O'Brien Wealth Partners
Massachusetts
$234K +$234K +836 New
MAM
2021
Madison Asset Management
Wisconsin
$233K -$17.7K -63 -7%
EF
2022
Exeter Financial
Arizona
$233K
CG
2023
Clarus Group
Texas
$233K +$280 +1 +0.1%
TFP
2024
Tilia Fiduciary Partners
North Carolina
$233K +$4.3K +15 +2%
IAG
2025
Investmark Advisory Group
Connecticut
$233K +$78.2K +280 +51%