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Invesco QQQ Trust
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Overview Fund Activity

2,335 hedge funds and large institutions have $66B invested in Invesco QQQ Trust in 2022 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 804 increasing their positions, 976 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,335
Holders Change
+128
Holders Change %
+5.8%
% of All Funds
37.67%
Holding in Top 10
443
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.99%
% of All Funds
7.15%
New
322
Increased
804
Reduced
976
Closed
141
Calls
$96.3B
Puts
$123B
Net Calls
-$26.2B
Net Calls Change
+$11.4B

Top Buyers

1
Millennium Management
Millennium Management
New York
$998M
2
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$713M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$573M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$463M
5
Morgan Stanley
Morgan Stanley
New York
$4.48B

Top Sellers

1
Citigroup
Citigroup
New York
$163M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.15B
3
Bank of America
Bank of America
North Carolina
$3.47B
4
AWA
Arete Wealth Advisors
Illinois
$6.83B
5
Goldman Sachs
Goldman Sachs
New York
$2.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
2176
Ruedi Wealth Management
Illinois
$201K +$201K +754 New
BL
2177
Balentine LLC
Georgia
$200K -$4.26K -16 -2%
FIM
2178
FWL Investment Management
Texas
$199K -$40.7K -153 -17%
WAM
2179
Worth Asset Management
Texas
$193K -$179K -674 -48%
CYG
2180
Clean Yield Group
Vermont
$192K – – –
CFFP
2181
Center for Financial Planning
Michigan
$190K -$17.6K -66 -8%
MWP
2182
MYCIO Wealth Partners
Pennsylvania
$189K +$189K +710 New
LAM
2183
Lakewood Asset Management
Illinois
$189K +$189K +710 New
LWP
2184
Lumature Wealth Partners
Georgia
$188K +$799 +3 +0.4%
SA
2185
SRH Advisors
Kansas
$188K – – –
GCM
2186
Gables Capital Management
Florida
$186K -$13.3K -50 -7%
VCM
2187
Vigilant Capital Management
Maine
$186K – – –
FFA
2188
Farther Finance Advisors
California
$185K +$185K +696 New
CCM
2189
Cribstone Capital Management
Maine
$184K -$283K -1,064 -61%
CB
2190
CNB Bank
Pennsylvania
$183K -$14.1K -53 -7%
CWM
2191
Compass Wealth Management
Connecticut
$182K +$182K +683 New
BONH
2192
Bank of New Hampshire
New Hampshire
$180K – – –
GG
2193
Gleason Group
Kentucky
$178K +$1.07K +4 +0.6%
RFA
2194
Register Financial Advisors
Georgia
$174K +$174K +652 New
ACA
2195
Atlas Capital Advisors
Wyoming
$173K -$48.2K -181 -22%
HH
2196
HWG Holdings
Texas
$168K -$9.17M -34,497 -98%
HWM
2197
HighMark Wealth Management
Minnesota
$167K -$48.2K -181 -22%
WSCM
2198
Wellington Shields Capital Management
New York
$162K -$2.66K -10 -2%
CT
2199
Colonial Trust
South Carolina
$160K – – –
MSFP
2200
Mark Sheptoff Financial Planning
Connecticut
$156K +$56.7K +213 +57%
86 87
88
89 90