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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 %
SCM
2126
SCS Capital Management
Massachusetts
$276K -$6.31M -19,624 -96%
HIG
2127
Heritage Investment Group
Florida
$276K
WCWM
2128
Willow Creek Wealth Management
California
$276K -$321 -1 -0.1%
BCP
2129
Blue Chip Partners
Michigan
$274K -$1.93K -6 -0.7%
DFG
2130
Demars Financial Group
Washington
$274K -$37.6K -117 -12%
BL
2131
Balentine LLC
Georgia
$273K +$31.5K +98 +13%
SI
2132
Symmetry Investments
Jersey
$273K +$273K +850 New
HPM
2133
Hudson Portfolio Management
New York
$272K -$11.6K -36 -4%
CI
2134
Ceera Investments
Texas
$272K +$272K +848 New
CWP
2135
Cyndeo Wealth Partners
Florida
$272K -$4.17K -13 -2%
PWG
2136
Private Wealth Group
Florida
$271K
BAM
2137
Baldrige Asset Management
Pennsylvania
$271K
GSC
2138
Grey Street Capital
Illinois
$271K +$271K +843 New
OCG
2139
Opus Capital Group
Ohio
$270K
ECM
2140
Exchange Capital Management
Michigan
$269K +$269K +838 New
MCM
2141
Manchester Capital Management
Vermont
$266K
AIA
2142
AIMZ Investment Advisors
California
$266K
OFS
2143
Oldfather Financial Services
Nebraska
$265K +$8.02K +25 +3%
CCG
2144
Ceeto Capital Group
Florida
$265K +$265K +824 New
AA
2145
Addison Advisors
Vermont
$264K +$21.5K +67 +9%
CFA
2146
Compass Financial Advisors
Indiana
$264K
OGF
2147
Orin Green Financial
California
$263K
SBWIC
2148
Schaper Benz & Wise Investment Counsel
Wisconsin
$263K
MPIA
2149
Mountain Pacific Investment Advisers
Idaho
$262K
JWWM
2150
Johnson & White Wealth Management
Pennsylvania
$261K -$5.35M -16,660 -95%