QQQ icon

Invesco QQQ Trust

2,518 hedge funds and large institutions have $86.9B invested in Invesco QQQ Trust in 2023 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 982 increasing their positions, 974 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
+84
Holders Change %
+3.45%
% of All Funds
39.71%
Holding in Top 10
572
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+12.6%
% of All Funds
9.02%
New
229
Increased
982
Reduced
974
Closed
122
Calls
$119B
Puts
$238B
Net Calls
-$119B
Net Calls Change
-$31.5B
Name Holding Trade Value Shares
Change
Shares
Change %
MRWM
2101
ML&R Wealth Management
Texas
$359K -$190K -515 -35%
SWM
2102
SFG Wealth Management
Maryland
$359K -$14.4K -39 -4%
RCM
2103
Requisite Capital Management
Texas
$358K
HAS
2104
Holland Advisory Services
Florida
$358K
MAWAG
2105
Mid-American Wealth Advisory Group
Missouri
$358K +$358K +960 New
SM
2106
Sensible Money
Arizona
$357K -$9.24K -25 -3%
WOSD
2107
WFA of San Diego
California
$357K -$46.2K -125 -11%
BBWA
2108
Bell & Brown Wealth Advisors
California
$356K +$115K +312 +48%
WA
2109
Wambolt & Associates
Colorado
$356K -$13.7K -37 -4%
SAA
2110
Southeast Asset Advisors
Georgia
$356K +$739 +2 +0.2%
CHA
2111
Cooper/Haims Advisors
New York
$356K -$15.5K -42 -4%
CFO
2112
Collective Family Office
Pennsylvania
$355K -$55.4K -150 -14%
RIM
2113
Rockbridge Investment Management
New York
$355K +$2.22K +6 +0.6%
LWM
2114
Lodestone Wealth Management
Washington
$353K -$21.4K -58 -6%
ML
2115
Mayport LLC
Massachusetts
$353K
G
2116
Gainplan
Michigan
$352K +$9.61K +26 +3%
LI
2117
LVZ Inc
Michigan
$352K +$6.65K +18 +2%
CTWM
2118
Cherry Tree Wealth Management
Minnesota
$351K +$351K +951 New
AGA
2119
Arkos Global Advisors
Texas
$351K +$111K +300 +46%
PA
2120
Perennial Advisors
New York
$351K +$351K +949 New
DI
2121
Diligent Investors
California
$350K +$2.96K +8 +0.9%
BIA
2122
Biondo Investment Advisors
Pennsylvania
$350K
APSI
2123
Asset Planning Services Inc
Louisiana
$349K +$9.24K +25 +3%
DFS
2124
Dixon Fnancial Services
California
$348K -$36.6K -99 -10%
W
2125
Wealthquest
Ohio
$348K -$38.1K -103 -10%