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Invesco QQQ Trust

3,441 hedge funds and large institutions have $125B invested in Invesco QQQ Trust in 2025 Q2 according to their latest regulatory filings, with 319 funds opening new positions, 1,543 increasing their positions, 1,194 reducing their positions, and 135 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 in top 10

Funds holding in top 10:

4% more funds holding

Funds holding: 3,3043,441 (+137)

1.31% less ownership

Funds ownership: 37.77%36.46% (-1.3%)

27% less call options, than puts

Call options by funds: $147B | Put options by funds: $201B

Holders
3,441
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
758
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$147B
Puts
$201B
Net Calls
Net Calls Change

Top Sellers

1 -$1.76B
2 -$1.22B
3 -$1.22B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.18B
5
Morgan Stanley
Morgan Stanley
New York
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2026
Sentinel Wealth Management
Virginia
$1.5M
BFA
2027
Beacon Financial Advisory
Ohio
$1.49M
IIM
2028
Illumine Investment Management
Washington
$1.49M
WE
2029
Wealth Effects
Massachusetts
$1.49M
IDA
2030
Intelligence Driven Advisers
California
$1.49M
EAM
2031
Empirical Asset Management
Massachusetts
$1.49M
CC
2032
Chicago Capital
Illinois
$1.49M
SCA
2033
Sage Capital Advisors
South Dakota
$1.49M
SIAP
2034
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.49M
CCP
2035
Clarity Capital Partners
California
$1.48M
RWM
2036
Rockwood Wealth Management
Pennsylvania
$1.48M
PCMF
2037
Private Capital Management (Florida)
Florida
$1.48M
WA
2038
Waddell & Associates
Tennessee
$1.48M
SA
2039
Stewardship Advisors
Pennsylvania
$1.48M
AW
2040
Alteri Wealth
California
$1.48M
SGI
2041
Summit Global Investments
Utah
$1.48M
SNB
2042
Security National Bank
Nebraska
$1.47M
BFC
2043
Blue Fin Capital
Rhode Island
$1.46M
HWA
2044
HHM Wealth Advisors
Tennessee
$1.46M
WDL
2045
Well Done LLC
Michigan
$1.46M
TM
2046
TigerOak Management
New Mexico
$1.46M
SCM
2047
Sheridan Capital Management
California
$1.45M
CA
2048
Cambridge Advisors
Nebraska
$1.45M
TWPM
2049
Total Wealth Planning & Management
Florida
$1.45M
SC
2050
Solstein Capital
California
$1.45M