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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 %
KV
2076
Kickstand Ventures
New York
$384K +$384K +1,071 New
SPWM
2077
Schrum Private Wealth Management
Florida
$384K
APG
2078
Abacus Planning Group
South Carolina
$383K +$28.7K +80 +8%
LT
2079
Legacy Trust
Michigan
$383K
VCM
2080
Vivaldi Capital Management
Illinois
$382K +$3.58K +10 +0.9%
PFC
2081
Phocas Financial Corp
California
$382K
XWM
2082
Xcel Wealth Management
Florida
$382K -$454K -1,267 -54%
SFC
2083
SYM Financial Corp
Indiana
$379K +$129K +359 +51%
PSIWM
2084
Paradigm Strategies in Wealth Management
Minnesota
$379K +$358 +1 +0.1%
SFS
2085
Summit Financial Strategies
Ohio
$379K
BFIM
2086
Beese Fulmer Investment Management
Ohio
$377K -$16.5K -46 -4%
SFP
2087
Strategic Financial Partners
Oregon
$376K
TCMP
2088
Thrive Capital Management (Pennsylvania)
Pennsylvania
$375K +$71.3K +199 +23%
CGPCS
2089
Capital Group Private Client Services
California
$373K -$7.17K -20 -2%
CFO
2090
Collective Family Office
Pennsylvania
$373K +$28.7K +80 +8%
BCM
2091
BluePath Capital Management
Georgia
$372K +$372K +1,039 New
DLCIG
2092
D.L. Carlson Investment Group
New Hampshire
$371K -$39.4K -110 -10%
AIA
2093
Alternative Investment Advisors
Florida
$371K +$371K +1,032 New
NW
2094
Naviter Wealth
Arkansas
$370K +$58.8K +164 +19%
AIS
2095
AM Investment Strategies
Tennessee
$370K
RA
2096
RiverTree Advisors
Florida
$368K +$74.5K +208 +25%
OCM
2097
Oribel Capital Management
New York
$367K +$367K +1,025 New
WT
2098
Washington Trust
Rhode Island
$366K
BF
2099
Brogan Financial
Tennessee
$366K
MCG
2100
McCollum Christoferson Group
New York
$365K +$35.8K +100 +11%