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Invesco QQQ Trust

2,335 hedge funds and large institutions have $66B invested in Invesco QQQ Trust in 2022 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 804 increasing their positions, 976 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,335
Holders Change
+128
Holders Change %
+5.8%
% of All Funds
37.67%
Holding in Top 10
443
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.99%
% of All Funds
7.15%
New
322
Increased
804
Reduced
976
Closed
141
Calls
$96.3B
Puts
$123B
Net Calls
-$26.2B
Net Calls Change
+$11.4B
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
2026
Southern Wealth Management
Texas
$269K +$266 +1 +0.1%
JCM
2027
J2 Capital Management
Michigan
$268K +$1.86K +7 +0.7%
GWM
2028
Gitterman Wealth Management
New Jersey
$267K -$59.1K -222 -18%
IFA
2029
Index Fund Advisors
California
$267K -$22.4K -84 -8%
HFS
2030
Hantz Financial Services
Michigan
$267K +$5.06K +19 +2%
CHA
2031
Cooper/Haims Advisors
New York
$267K +$267K +1,002 New
PFM
2032
Phillips Financial Management
Indiana
$267K -$67.6K -254 -20%
MGWM
2033
Marks Group Wealth Management
Minnesota
$267K
HP
2034
HT Partners
Connecticut
$266K
SFG
2035
Sage Financial Group
Pennsylvania
$266K -$66.6K -250 -20%
AL
2036
Aspiriant LLC
California
$265K -$310K -1,163 -54%
MRWM
2037
ML&R Wealth Management
Texas
$265K +$2.13K +8 +0.8%
SM
2038
Sensible Money
Arizona
$264K +$264K +992 New
EPWM
2039
Essex Private Wealth Management
Massachusetts
$263K
WW
2040
Waterfront Wealth
Kansas
$262K +$6.82K +23 +3%
EWA
2041
Encompass Wealth Advisors
Oregon
$261K +$266 +1 +0.1%
HFM
2042
Hartford Financial Management
Connecticut
$261K -$143K -537 -35%
OFG
2043
Orcam Financial Group
California
$261K -$266 -1 -0.1%
VAS
2044
Valicenti Advisory Services
New York
$261K +$53.3K +200 +26%
GCA
2045
Gradient Capital Advisors
California
$259K
WW
2046
Westshore Wealth
California
$259K +$259K +974 New
MIC
2047
Means Investment Company
Maine
$259K -$142K -533 -35%
DFG
2048
Demars Financial Group
Washington
$258K -$47.1K -177 -15%
HAS
2049
Holland Advisory Services
Florida
$258K
RCM
2050
Requisite Capital Management
Texas
$258K -$103K -387 -29%