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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 %
WLPWM
2101
Walled Lake Planning & Wealth Management
Illinois
$293K +$293K +914 New
CPP
2102
Capasso Planning Partners
South Carolina
$293K -$313K -976 -52%
GD
2103
Grandfield & Dodd
New York
$292K
SSW
2104
Stone Summit Wealth
Florida
$291K +$8.67K +27 +3%
CBC
2105
Coombe, Bender & Co
New York
$291K +$16.9K +54 +6%
RPG
2106
Resource Planning Group
Georgia
$290K -$149K -465 -34%
NFP
2107
Narus Financial Partners
Utah
$290K -$6.74K -21 -2%
WCM
2108
Whitener Capital Management
North Carolina
$289K -$64.8K -202 -18%
VAS
2109
Valicenti Advisory Services
New York
$288K -$26.6K -83 -8%
EWMCB
2110
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$288K -$643 -2 -0.2%
CASB
2111
Cape Ann Savings Bank
Massachusetts
$288K
BAMG
2112
Brand Asset Management Group
Missouri
$286K +$20.9K +65 +8%
SHGA
2113
Sand Hill Global Advisors
California
$286K -$18K -56 -6%
WMA
2114
West Michigan Advisors
Michigan
$284K +$4.49K +14 +2%
ACS
2115
Archford Capital Strategies
Illinois
$283K -$867K -2,745 -75%
RI
2116
Rinkey Investments
California
$283K +$283K +882 New
OWA
2117
Opal Wealth Advisors
New York
$282K +$282K +878 New
SFG
2118
Sage Financial Group
Pennsylvania
$281K -$39.2K -122 -12%
FLII
2119
First Long Island Investors
New York
$281K
BFW
2120
Brady Family Wealth
Missouri
$280K
SA
2121
Shilanski & Associates
Alaska
$279K +$632 +2 +0.2%
KCPG
2122
Kavar Capital Partners Group
Kansas
$279K
MCA
2123
Magnolia Capital Advisors
Mississippi
$278K +$278K +867 New
TF
2124
TimeScale Financial
Massachusetts
$278K +$2.89K +9 +1%
NSAM
2125
North Star Asset Management
Wisconsin
$277K -$3.21K -10 -1%