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Invesco QQQ Trust

2,518 hedge funds and large institutions have $83.1B invested in Invesco QQQ Trust in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,072 increasing their positions, 909 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
Holders Change %
0%
% of All Funds
40.15%
Holding in Top 10
548
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.2%
% of All Funds
8.74%
New
172
Increased
1,072
Reduced
909
Closed
139
Calls
$130B
Puts
$229B
Net Calls
-$99.5B
Net Calls Change
+$19.5B
Name Holding Trade Value Shares
Change
Shares
Change %
MF
2051
Montis Financial
Massachusetts
$401K -$84.9K -237 -17%
JFA
2052
JNBA Financial Advisors
Minnesota
$401K -$16.5K -46 -4%
OWA
2053
Opal Wealth Advisors
New York
$401K +$119K +333 +42%
EW
2054
Element Wealth
Mississippi
$400K +$104K +291 +35%
WSC
2055
Wellington Shields & Co
New York
$400K +$29.7K +83 +8%
SWM
2056
Silverlake Wealth Management
Vermont
$399K +$358 +1 +0.1%
BAMG
2057
Brand Asset Management Group
Missouri
$399K +$35.1K +98 +10%
RIM
2058
Rockbridge Investment Management
New York
$396K +$52.3K +146 +15%
IRAG
2059
Investment Research & Advisory Group
Georgia
$396K -$4.66K -13 -1%
SWM
2060
Sculati Wealth Management
Michigan
$396K -$30.5K -85 -7%
HCMT
2061
Highland Capital Management (Tennessee)
Tennessee
$396K
DJSG
2062
D.J. St. Germain
Massachusetts
$395K
CWA
2063
Choice Wealth Advisors
Maine
$395K
TDC
2064
Thompson Davis & Co
Virginia
$395K -$7.53K -21 -2%
VC
2065
Vestor Capital
Illinois
$394K +$3.22K +9 +0.8%
GAM
2066
GEM Asset Management
Michigan
$392K -$35.1K -98 -8%
LA
2067
LVW Advisors
New York
$391K +$358K +1,000 +1,111%
FWM
2068
Fairhaven Wealth Management
Illinois
$390K
LW
2069
Libra Wealth
California
$390K
MAA
2070
Matrix Asset Advisors
New York
$388K -$396K -1,105 -51%
SPA
2071
Sentinel Pension Advisors
Massachusetts
$386K +$110K +307 +40%
KFSC
2072
Keystone Financial Services (Colorado)
Colorado
$385K
NFP
2073
Narus Financial Partners
Utah
$384K +$51.9K +145 +16%
YWS
2074
Yarger Wealth Strategies
Ohio
$384K -$3.58K -10 -0.9%
AFM
2075
Abbot Financial Management
Massachusetts
$384K -$7.17K -20 -2%