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Invesco QQQ Trust

3,293 hedge funds and large institutions have $109B invested in Invesco QQQ Trust in 2025 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 1,384 increasing their positions, 1,283 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,293
Holders Change
-73
Holders Change %
-2.17%
% of All Funds
44.73%
Holding in Top 10
687
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-7.04%
% of All Funds
9.33%
New
198
Increased
1,384
Reduced
1,283
Closed
195
Calls
$122B
Puts
$213B
Net Calls
-$91B
Net Calls Change
-$3.88B
Name Holding Trade Value Shares
Change
Shares
Change %
WCFA
2001
Walkner Condon Financial Advisors
Wisconsin
$1.19M -$55.3K -118 -4%
BW
2002
BIP Wealth
Georgia
$1.19M -$51.6K -110 -4%
BWM
2003
BigSur Wealth Management
Florida
$1.19M -$517K -1,100 -30%
LEFP
2004
Leading Edge Financial Planning
Tennessee
$1.19M +$14.1K +30 +1%
BWM
2005
Baron Wealth Management
Michigan
$1.19M -$93.8K -200 -7%
TCTWM
2006
Three Cord True Wealth Management
Pennsylvania
$1.19M -$306K -653 -21%
BIAS
2007
Beacon Investment Advisory Services
New Jersey
$1.19M -$318K -679 -21%
GWA
2008
Geometric Wealth Advisors
District of Columbia
$1.18M +$87.7K +187 +8%
FWM
2009
FMB Wealth Management
California
$1.18M +$284K +605 +32%
CWM
2010
Centurion Wealth Management
Virginia
$1.18M
FPB
2011
First PREMIER Bank
South Dakota
$1.18M -$75K -160 -6%
OPTFSNA
2012
Old Point Trust & Financial Services N A
Virginia
$1.18M +$58.6K +125 +5%
NA
2013
Novus Advisors
South Carolina
$1.17M +$62.8K +134 +6%
MWA
2014
Meridian Wealth Advisors
Texas
$1.17M +$313K +667 +36%
1WA
2015
180 Wealth Advisors
Washington
$1.17M -$16.1K -34 -1%
WCP
2016
Wick Capital Partners
Pennsylvania
$1.17M +$330K +703 +39%
PI
2017
Parkside Investments
Illinois
$1.17M +$1.17M +2,500 New
SH
2018
SLT Holdings
Arizona
$1.17M +$21.6K +46 +2%
HHGA
2019
Halbert Hargrove Global Advisors
California
$1.17M +$14.1K +30 +1%
CC
2020
Callan Capital
California
$1.17M -$11.7K -25 -1%
AAMC
2021
Asset Allocation & Management Company
Illinois
$1.17M -$235K -500 -17%
FFC
2022
First Financial Corp
Indiana
$1.16M -$63.3K -135 -5%
XSC
2023
X-Square Capital
Puerto Rico
$1.16M +$242K +515 +26%
AGP
2024
Aspire Growth Partners
Florida
$1.16M +$4.83K +10 +0.4%
IAS
2025
IMA Advisory Services
Colorado
$1.16M -$65.7K -140 -5%