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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 %
CPP
2151
Capasso Planning Partners
South Carolina
$330K -$7.02K -19 -2%
BFW
2152
Brady Family Wealth
Missouri
$328K +$6.28K +17 +2%
ANHIM
2153
Alan N. Hoffman Investment Management
Massachusetts
$327K +$76.1K +206 +30%
EWM
2154
Elevatus Welath Management
New York
$327K +$327K +885 New
SA
2155
Shilanski & Associates
Alaska
$326K +$370 +1 +0.1%
EFH
2156
Eaton Financial Holdings
Florida
$326K +$326K +883 New
TW
2157
Towerpoint Wealth
California
$326K +$326K +882 New
CFP
2158
Curran Financial Partners
South Carolina
$325K +$56.9K +154 +21%
SFG
2159
Sage Financial Group
Pennsylvania
$324K
FLII
2160
First Long Island Investors
New York
$323K
KCPG
2161
Kavar Capital Partners Group
Kansas
$323K +$2.22K +6 +0.7%
WAAG
2162
Wealth Alliance Advisory Group
Kansas
$322K +$322K +872 New
NW
2163
Naviter Wealth
Arkansas
$321K +$321K +868 New
JCM
2164
Jag Capital Management
Missouri
$320K -$48K -130 -13%
TF
2165
TimeScale Financial
Massachusetts
$320K +$370 +1 +0.1%
SP
2166
Successful Portfolios
Florida
$320K -$18.5K -50 -5%
SHGA
2167
Sand Hill Global Advisors
California
$320K -$8.86K -24 -3%
WMA
2168
West Michigan Advisors
Michigan
$320K -$7.02K -19 -2%
NSAM
2169
North Star Asset Management
Wisconsin
$318K
SCM
2170
SCS Capital Management
Massachusetts
$318K
HIG
2171
Heritage Investment Group
Florida
$318K
FFA
2172
Fortune Financial Advisors
Kansas
$318K +$318K +861 New
CTA
2173
Colonial Trust Advisors
South Carolina
$318K -$36.9K -100 -10%
WCM
2174
Whitener Capital Management
North Carolina
$315K -$17K -46 -5%
EA
2175
Ergawealth Advisors
Illinois
$315K +$315K +852 New