QQQ icon

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 %
NPP
2176
New Potomac Partners
Maryland
$247K
NCM
2177
Noesis Capital Mangement
Florida
$247K
HVP
2178
Hudson Value Partners
Florida
$247K +$247K +769 New
API
2179
Advisor Partners II
California
$246K +$246K +766 New
RG
2180
Rathbones Group
United Kingdom
$246K +$246K +765 New
FIM
2181
FWL Investment Management
Texas
$245K +$4.81K +15 +2%
BMCM
2182
Burns Matteson Capital Management
New York
$245K +$245K +762 New
JWCA
2183
J.W. Coons Advisors
Ohio
$244K
QWM
2184
Quaker Wealth Management
New Jersey
$243K +$243K +759 New
TC
2185
TAGStone Capital
North Carolina
$243K +$642 +2 +0.3%
DDPIC
2186
Deroy & Devereaux Private Investment Counsel
Michigan
$242K
PWM
2187
Paulson Wealth Management
Illinois
$242K +$242K +754 New
HCM
2188
Harvey Capital Management
Florida
$241K +$241K +750 New
GB
2189
Goepper Burkhardt
South Carolina
$240K -$8.03K -25 -3%
TCWA
2190
Ten Capital Wealth Advisors
Washington
$239K -$224K -698 -48%
RCG
2191
Resource Consulting Group
Florida
$239K +$239K +746 New
PFM
2192
Phillips Financial Management
Indiana
$239K -$82.8K -258 -26%
HIA
2193
HTG Investment Advisors
Connecticut
$238K +$238K +740 New
MAG
2194
Mayfair Advisory Group
Alabama
$237K
CMP
2195
Coston McIsaac & Partners
Maine
$237K -$82.8K -259 -26%
SRWM
2196
Shira Ridge Wealth Management
California
$237K +$237K +738 New
AIA
2197
Arbor Investment Advisors
North Carolina
$236K +$236K +735 New
CCMG
2198
Clark Capital Management Group
Pennsylvania
$234K -$168K -522 -42%
AMIM
2199
Aull & Monroe Investment Management
Alabama
$234K +$234K +730 New
CFP
2200
Curran Financial Partners
South Carolina
$233K -$43.7K -136 -16%