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Invesco QQQ Trust

3,414 hedge funds and large institutions have $125B invested in Invesco QQQ Trust in 2025 Q2 according to their latest regulatory filings, with 314 funds opening new positions, 1,532 increasing their positions, 1,185 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,414
Holders Change
+121
Holders Change %
+3.67%
% of All Funds
45.75%
Holding in Top 10
753
Holding in Top 10 Change
+66
Holding in Top 10 Change %
+9.61%
% of All Funds
10.09%
New
314
Increased
1,532
Reduced
1,185
Closed
133
Calls
$147B
Puts
$201B
Net Calls
-$53.7B
Net Calls Change
+$37.3B
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
2001
Chilton Capital Management
Texas
$1.52M -$131K -237 -8%
IP
2002
Investment Partners
Ohio
$1.52M +$67.3K +122 +5%
EFL
2003
ERn Financial LLC
Wisconsin
$1.52M +$847K +1,535 +127%
VCAM
2004
Van Cleef Asset Management
Ohio
$1.51M
TFG
2005
Taylor Financial Group
Virginia
$1.51M +$32K +58 +2%
JC
2006
Jentner Corp
Ohio
$1.51M
CRI
2007
Colonial River Investments
Virginia
$1.51M +$35.5K +64 +2%
WH
2008
Willner & Heller
California
$1.51M -$56.3K -102 -4%
CW
2009
Code Waechter
Florida
$1.5M
SWM
2010
Sentinel Wealth Management
Virginia
$1.5M +$1.5M +2,710 New
BFA
2011
Beacon Financial Advisory
Ohio
$1.49M +$178K +322 +13%
IIM
2012
Illumine Investment Management
Washington
$1.49M +$1.1K +2 +0.1%
WE
2013
Wealth Effects
Massachusetts
$1.49M -$11K -20 -0.7%
IDA
2014
Intelligence Driven Advisers
California
$1.49M +$316K +572 +27%
EAM
2015
Empirical Asset Management
Massachusetts
$1.49M +$177K +320 +13%
CC
2016
Chicago Capital
Illinois
$1.49M -$38.1K -69 -2%
SCA
2017
Sage Capital Advisors
South Dakota
$1.49M
SIAP
2018
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.49M +$191K +346 +15%
CCP
2019
Clarity Capital Partners
California
$1.48M -$787K -1,427 -35%
RWM
2020
Rockwood Wealth Management
Pennsylvania
$1.48M +$505K +915 +52%
PCMF
2021
Private Capital Management (Florida)
Florida
$1.48M +$152K +276 +11%
WA
2022
Waddell & Associates
Tennessee
$1.48M +$359K +651 +32%
SA
2023
Stewardship Advisors
Pennsylvania
$1.48M -$268K -485 -15%
AW
2024
Alteri Wealth
California
$1.48M -$38.6K -70 -3%
SGI
2025
Summit Global Investments
Utah
$1.48M -$172K -311 -10%