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Invesco QQQ Trust

2,518 hedge funds and large institutions have $83.1B invested in Invesco QQQ Trust in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,072 increasing their positions, 909 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
Holders Change %
0%
% of All Funds
40.15%
Holding in Top 10
548
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.2%
% of All Funds
8.74%
New
172
Increased
1,072
Reduced
909
Closed
139
Calls
$130B
Puts
$229B
Net Calls
-$99.5B
Net Calls Change
+$19.5B
Name Holding Trade Value Shares
Change
Shares
Change %
1IA
2001
1834 Investment Advisors
Wisconsin
$438K +$4.66K +13 +1%
IIM
2002
InTrack Investment Management
Vermont
$437K
SWA
2003
Sutton Wealth Advisors
Florida
$437K -$717 -2 -0.2%
JWM
2004
JGP Wealth Management
Oregon
$436K
HVP
2005
Hudson Value Partners
Florida
$436K +$2.51K +7 +0.6%
AWM
2006
Aries Wealth Management
Maine
$436K
WA
2007
Wealth Alliance
New York
$435K
SIS
2008
Sound Income Strategies
Florida
$435K -$15K -42 -3%
BCM
2009
Brasada Capital Management
Texas
$435K
VWM
2010
Venturi Wealth Management
Texas
$435K +$10.4K +29 +2%
SMA
2011
Seven Mile Advisory
New Jersey
$434K
IBOK
2012
Independence Bank of Kentucky
Kentucky
$434K
MGWM
2013
Marks Group Wealth Management
Minnesota
$433K +$73.8K +206 +21%
IC
2014
Iconiq Capital
California
$432K +$358 +1 +0.1%
GWAG
2015
Garrett Wealth Advisory Group
Texas
$430K +$358 +1 +0.1%
LC
2016
LTG Capital
Massachusetts
$430K -$58.4K -163 -12%
WCM
2017
Wunderlich Capital Managemnt
Tennessee
$430K +$15.8K +44 +4%
VDI
2018
Vaughan David Investments
Illinois
$430K +$66.3K +185 +18%
SSWM
2019
Smith Salley Wealth Management
North Carolina
$429K +$8.24K +23 +2%
WSCM
2020
Wellington Shields Capital Management
New York
$428K +$11.5K +32 +3%
VPIM
2021
Vanguard Personalized Indexing Management
California
$427K
HWM
2022
Horizons Wealth Management
North Carolina
$427K
GC
2023
Gibson Capital
Pennsylvania
$426K
WF
2024
Whelan Financial
California
$424K +$13.3K +37 +3%
DI
2025
DDFG Inc
California
$423K -$35.5K -99 -8%