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Invesco QQQ Trust

2,434 hedge funds and large institutions have $73B invested in Invesco QQQ Trust in 2023 Q1 according to their latest regulatory filings, with 276 funds opening new positions, 877 increasing their positions, 956 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,434
Holders Change
+99
Holders Change %
+4.24%
% of All Funds
38.96%
Holding in Top 10
508
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+14.67%
% of All Funds
8.13%
New
276
Increased
877
Reduced
956
Closed
126
Calls
$122B
Puts
$209B
Net Calls
-$87.5B
Net Calls Change
-$61.3B
Name Holding Trade Value Shares
Change
Shares
Change %
AA
2026
AlphaMark Advisors
Kentucky
$331K +$331K +1,031 New
OL
2027
Owen LaRue
Kentucky
$330K
TTWM
2028
TCV Trust & Wealth Management
Virginia
$329K +$329K +1,025 New
AIP
2029
Almanack Investment Partners
Pennsylvania
$328K +$328K +1,023 New
WT
2030
Washington Trust
Rhode Island
$328K +$260K +810 +382%
BF
2031
Brogan Financial
Tennessee
$328K -$9K -28 -3%
WW
2032
Waterfront Wealth
Kansas
$326K +$42K +131 +15%
LWM
2033
Lodestone Wealth Management
Washington
$326K +$321 +1 +0.1%
SPWM
2034
Schrum Private Wealth Management
Florida
$325K -$26.3K -82 -7%
FSWA
2035
Financial Synergies Wealth Advisors
Texas
$325K
BFA
2036
Bragg Financial Advisors
North Carolina
$325K -$41.7K -130 -11%
HFS
2037
Hantz Financial Services
Michigan
$325K +$3.21K +10 +1%
SWM
2038
Southern Wealth Management
Texas
$325K +$321 +1 +0.1%
SAM
2039
Sawgrass Asset Management
Florida
$324K +$16K +50 +5%
FFA
2040
Farther Finance Advisors
California
$324K +$101K +315 +45%
SWM
2041
SFG Wealth Management
Maryland
$324K -$763K -2,376 -70%
BSI
2042
Bennett Selby Investments
Maine
$324K +$324K +1,009 New
GGI
2043
Godsey & Gibb Inc
Virginia
$323K -$14.8K -46 -4%
JCM
2044
J2 Capital Management
Michigan
$323K
CHA
2045
Cooper/Haims Advisors
New York
$323K +$963 +3 +0.3%
FA
2046
Fountainhead AM
New Jersey
$322K +$61K +190 +23%
MGWM
2047
Marks Group Wealth Management
Minnesota
$322K
IFA
2048
Index Fund Advisors
California
$321K
OSNBOA
2049
Old Second National Bank of Aurora
Illinois
$321K -$289K -900 -47%
GWM
2050
Gitterman Wealth Management
New Jersey
$321K -$1.28K -4 -0.4%