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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 %
HNWAG
2076
High Net Worth Advisory Group
Florida
$308K
BPFA
2077
Barnes Pettey Financial Advisors
Mississippi
$307K +$6.42K +20 +2%
WTFG
2078
Wells Trecaso Financial Group
Ohio
$307K +$13.8K +43 +5%
ML
2079
Mayport LLC
Massachusetts
$306K
RIM
2080
Rockbridge Investment Management
New York
$306K
KPWG
2081
KFA Private Wealth Group
Virginia
$306K +$306K +952 New
BIA
2082
Biondo Investment Advisors
Pennsylvania
$304K -$48.1K -150 -14%
WSC
2083
Wellington Shields & Co
New York
$302K +$59.1K +184 +24%
FCT
2084
Family Capital Trust
Massachusetts
$302K +$963 +3 +0.3%
DI
2085
Diligent Investors
California
$302K -$8.02K -25 -3%
TPW
2086
TL Private Wealth
Texas
$301K
SB
2087
Sunflower Bank
Texas
$301K
KBC Group
2088
KBC Group
Belgium
$301K
ORC
2089
O'Rourke & Company
Massachusetts
$300K +$12.2K +38 +4%
SCA
2090
SMH Capital Advisors
Texas
$300K +$300K +931 New
LI
2091
LVZ Inc
Michigan
$300K +$9.31K +29 +3%
WI
2092
Wedgewood Investors
Pennsylvania
$299K
BO
2093
Bank OZK
Arkansas
$298K +$298K +930 New
GWP
2094
Gateway Wealth Partners
Wisconsin
$298K -$150K -466 -33%
G
2095
Gainplan
Michigan
$297K +$297K +926 New
MCG
2096
McCollum Christoferson Group
New York
$295K
APSI
2097
Asset Planning Services Inc
Louisiana
$295K +$6.1K +19 +2%
MWA
2098
Monograph Wealth Advisors
California
$294K -$85.2K -265 -22%
SP
2099
Successful Portfolios
Florida
$294K
HFM
2100
Hartford Financial Management
Connecticut
$294K -$21.2K -66 -7%