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Invesco QQQ Trust

2,335 hedge funds and large institutions have $66B invested in Invesco QQQ Trust in 2022 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 804 increasing their positions, 976 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,335
Holders Change
+128
Holders Change %
+5.8%
% of All Funds
37.67%
Holding in Top 10
443
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.99%
% of All Funds
7.15%
New
322
Increased
804
Reduced
976
Closed
141
Calls
$96.3B
Puts
$123B
Net Calls
-$26.2B
Net Calls Change
+$11.4B
Name Holding Trade Value Shares
Change
Shares
Change %
BMM
2001
Buffington Mohr McNeal
Idaho
$285K +$266 +1 +0.1%
GPA
2002
Garrison Point Advisors
California
$284K +$13.6K +51 +5%
BSB
2003
Bangor Savings Bank
Maine
$284K -$24.8K -93 -8%
PFC
2004
Phocas Financial Corp
California
$284K -$3.99K -15 -1%
CFO
2005
Collective Family Office
Pennsylvania
$282K +$282K +1,060 New
MAM
2006
Milestone Asset Management
Pennsylvania
$282K +$282K +977 New
EFH
2007
Eaton Financial Holdings
Florida
$282K +$282K +1,060 New
BWA
2008
Bordeaux Wealth Advisors
California
$281K -$1.86M -6,983 -87%
VDI
2009
Vaughan David Investments
Illinois
$281K -$18.9K -71 -6%
GGI
2010
Godsey & Gibb Inc
Virginia
$280K +$280K +1,053 New
EFG
2011
Ethos Financial Group
Pennsylvania
$280K +$280K +1,059 New
QIM
2012
Quest Investment Management
Oregon
$280K -$10.1K -38 -3%
BIM
2013
Bridgecreek Investment Management
Oklahoma
$280K +$280K +1,050 New
HSG
2014
Helen Stephens Group
Texas
$279K +$279K +1,048 New
BF
2015
Brogan Financial
Tennessee
$279K +$279K +1,047 New
F
2016
F3Logic
Minnesota
$277K -$198K -742 -42%
GBS
2017
Gallagher Benefit Services
Illinois
$277K +$277K +1,038 New
DFS
2018
Dixon Fnancial Services
California
$277K
BC
2019
Brio Consultants
California
$277K -$103K -385 -27%
SC
2020
Soundwatch Capital
Connecticut
$273K +$273K +1,027 New
MAM
2021
McLean Asset Management
Virginia
$272K -$33.3K -125 -11%
PCM
2022
Princeton Capital Management
New Jersey
$271K +$32K +120 +13%
D
2023
Dentgroup
Louisiana
$270K -$6.39K -24 -2%
LWM
2024
Lodestone Wealth Management
Washington
$270K +$270K +1,014 New
FSWA
2025
Financial Synergies Wealth Advisors
Texas
$270K +$266 +1 +0.1%