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Invesco QQQ Trust
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.57B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.25B
3
Citigroup
Citigroup
New York
+$1.13B
4
Citadel Advisors
Citadel Advisors
Florida
+$701M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$549M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$1.19B
2
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$713M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$555M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$544M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$533M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
2001
Brooklyn FI
New York
$349K +$349K +878 New
NCM
2002
Novare Capital Management
North Carolina
$349K -$963 -3 -0.3%
LW
2003
Libra Wealth
California
$349K – – –
SI
2004
SimpliFi Inc
California
$348K -$8.03K -25 -2%
CPRC
2005
Consolidated Portfolio Review Corp
New York
$347K +$347K +1,082 New
KFSC
2006
Keystone Financial Services (Colorado)
Colorado
$345K – – –
BMM
2007
Buffington Mohr McNeal
Idaho
$343K +$321 +1 +0.1%
GPA
2008
Garrison Point Advisors
California
$343K – – –
SFS
2009
Summit Financial Strategies
Ohio
$342K -$123K -382 -26%
PFC
2010
Phocas Financial Corp
California
$342K – – –
BSB
2011
Bangor Savings Bank
Maine
$342K – – –
QIM
2012
Quest Investment Management
Oregon
$341K +$4.17K +13 +1%
CGPCS
2013
Capital Group Private Client Services
California
$341K +$77K +240 +29%
NMG
2014
New Millennium Group
Utah
$339K -$15.1K -47 -4%
VDI
2015
Vaughan David Investments
Illinois
$338K – – –
BFIM
2016
Beese Fulmer Investment Management
Ohio
$337K +$337K +1,051 New
RWA
2017
Redmont Wealth Advisors
Illinois
$336K -$348K -1,085 -51%
W
2018
Wealthquest
Ohio
$335K +$32.1K +100 +11%
AFG
2019
Affinia Financial Group
Massachusetts
$335K +$4.42K +14 +1%
DFS
2020
Dixon Fnancial Services
California
$334K – – –
BIM
2021
Baldwin Investment Management
Pennsylvania
$334K -$72.2K -225 -18%
BRM
2022
Boston Research & Management
Massachusetts
$333K +$75.4K +235 +29%
WIC
2023
Willis Investment Counsel
Georgia
$332K +$332K +1,034 New
KLCM
2024
KG&L Capital Management
Louisiana
$331K +$30.5K +95 +10%
AIS
2025
AM Investment Strategies
Tennessee
$331K +$53.6K +167 +19%
79 80
81
82 83