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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 %
HP
2051
HT Partners
Connecticut
$321K
CIA
2052
Compass Ion Advisors
Pennsylvania
$321K +$321K +999 New
WA
2053
Wambolt & Associates
Colorado
$321K -$58.6K -183 -15%
JCM
2054
Jag Capital Management
Missouri
$320K +$320K +997 New
FA
2055
FDx Advisors
Illinois
$319K
SM
2056
Sensible Money
Arizona
$318K
CAM
2057
Concorde Asset Management
Michigan
$316K -$313K -977 -50%
IWN
2058
Independent Wealth Network
Iowa
$316K -$47.5K -148 -13%
EWA
2059
Encompass Wealth Advisors
Oregon
$315K
OFG
2060
Orcam Financial Group
California
$315K
MUMSS
2061
Mitsubishi UFJ Morgan Stanley Securities
Japan
$315K +$315K +983 New
TS
2062
Tamar Securities
California
$315K +$38.5K +120 +14%
RW
2063
Rede Wealth
Virginia
$315K -$74.1K -231 -19%
MAM
2064
Milestone Asset Management
Pennsylvania
$314K
WW
2065
Westshore Wealth
California
$313K +$642 +2 +0.2%
GCA
2066
Gradient Capital Advisors
California
$313K
SWRP
2067
Summit Wealth & Retirement Planning
California
$313K +$24.1K +75 +8%
RCM
2068
Requisite Capital Management
Texas
$311K
HAS
2069
Holland Advisory Services
Florida
$311K
EFG
2070
Ethos Financial Group
Pennsylvania
$310K -$30.2K -94 -9%
D
2071
Dentgroup
Louisiana
$310K -$16.4K -51 -5%
SAA
2072
Southeast Asset Advisors
Georgia
$309K +$24.4K +76 +9%
MW
2073
Marcum Wealth
Ohio
$308K -$196K -611 -39%
CTA
2074
Colonial Trust Advisors
South Carolina
$308K -$48.1K -150 -14%
PAMG
2075
Patton Albertson Miller Group
Tennessee
$308K +$963 +3 +0.3%