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Invesco QQQ Trust

3,520 hedge funds and large institutions have $137B invested in Invesco QQQ Trust in 2025 Q3 according to their latest regulatory filings, with 250 funds opening new positions, 1,520 increasing their positions, 1,260 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.13% more ownership

Funds ownership: 36.47%36.6% (+0.13%)

1% less funds holding in top 10

Funds holding in top 10: 764757 (-7)

37% less call options, than puts

Call options by funds: $172B | Put options by funds: $272B

Holders
3,520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
757
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$172B
Puts
$272B
Net Calls
Net Calls Change

Top Buyers

1 +$2.52B
2 +$922M
3 +$740M
4
Citigroup
Citigroup
New York
+$703M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$495M

Top Sellers

1 -$2.36B
2 -$1.2B
3 -$1.06B
4
JP Morgan Chase
JP Morgan Chase
New York
-$514M
5
HF
HRT Financial
New York
-$462M
Name Holding Trade Value Shares
Change
Change in
Stake
EFA
2001
Evernest Financial Advisors
Indiana
$1.72M
AW
2002
Alteri Wealth
California
$1.72M
FWI
2003
Facet Wealth Inc
Maryland
$1.72M
WA1
2004
Wimmer Associates 1
California
$1.71M
MMA
2005
Mizuho Markets Americas
New York
$1.71M
HCM
2006
Howland Capital Management
Massachusetts
$1.71M
QPW
2007
Quantum Private Wealth
Florida
$1.71M
DIA
2008
Dana Investment Advisors
Wisconsin
$1.71M
BFAG
2009
Blackston Financial Advisory Group
Florida
$1.71M
AWA
2010
AmeriServ Wealth Advisors
Pennsylvania
$1.71M
HWM
2011
HRC Wealth Management
Idaho
$1.7M
HGA
2012
Hobbs Group Advisors
South Carolina
$1.7M
GC
2013
Gilbert & Cook
Iowa
$1.7M
KA
2014
Klingman & Associates
New York
$1.69M
EAM
2015
Empirical Asset Management
Massachusetts
$1.69M
MLFP
2016
MPS Loria Financial Planners
Illinois
$1.68M
HHGA
2017
Halbert Hargrove Global Advisors
California
$1.68M
GLA
2018
Great Lakes Advisors
Illinois
$1.68M
HWA
2019
Heritage Wealth Architects
Minnesota
$1.68M
VPF
2020
Vantage Point Financial
Illinois
$1.68M
CCIA
2021
Cherry Creek Investment Advisors
Colorado
$1.68M
MCM
2022
Massar Capital Management
Connecticut
$1.68M
GIM
2023
Goelzer Investment Management
Indiana
$1.67M
QFA
2024
Quantum Financial Advisors
California
$1.67M
APW
2025
Austin Private Wealth
Texas
$1.67M