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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 %
ECM
2201
EagleClaw Capital Management
Massachusetts
$232K +$232K +723 New
CG
2202
Clarus Group
Texas
$232K +$232K +722 New
VFP
2203
Verus Financial Partners
Virginia
$232K
PWM
2204
Provident Wealth Management
Tennessee
$231K +$231K +721 New
CYG
2205
Clean Yield Group
Vermont
$231K
SA
2206
SRH Advisors
Kansas
$231K +$4.17K +13 +2%
FC
2207
Fusion Capital
South Carolina
$231K +$231K +719 New
WCA
2208
Waypoint Capital Advisors
Minnesota
$230K +$230K +717 New
EA
2209
Eclectic Associates
California
$230K +$230K +716 New
AA
2210
Auxano Advisors
Washington
$229K +$229K +715 New
CFFP
2211
Center for Financial Planning
Michigan
$229K
WKSWA
2212
White Knight Strategic Wealth Advisors
New Jersey
$229K -$24.7K -77 -10%
GC
2213
Gilbert & Cook
Iowa
$228K +$228K +711 New
MWP
2214
MYCIO Wealth Partners
Pennsylvania
$228K
LAM
2215
Lakewood Asset Management
Illinois
$228K
RWM
2216
Rockwood Wealth Management
Pennsylvania
$227K +$227K +707 New
HWA
2217
Heartwood Wealth Advisors
Virginia
$227K +$227K +706 New
KFP
2218
KMG Fiduciary Partners
Ohio
$226K +$226K +704 New
GCM
2219
Gunderson Capital Management
South Carolina
$225K +$225K +702 New
GL
2220
Graypoint LLC
New York
$225K +$225K +702 New
SCM
2221
Shapiro Capital Management
Georgia
$225K +$225K +701 New
FWM
2222
FSA Wealth Management
Massachusetts
$225K +$225K +701 New
BEI
2223
Benjamin Edwards Inc
Missouri
$225K -$43.5K -136 -16%
VCM
2224
Vigilant Capital Management
Maine
$225K
EBSAM
2225
Eubel Brady & Suttman Asset Management
Ohio
$225K +$225K +701 New