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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 %
OFP
2201
OLIO Financial Planning
Virginia
$296K
GCMG
2202
Gyroscope Capital Management Group
Florida
$296K -$148K -400 -33%
SC
2203
Skylands Capital
Wisconsin
$296K
GCA
2204
Genesee Capital Advisors
New York
$295K +$295K +798 New
UFF
2205
USA Financial Formulas
Michigan
$294K +$294K +797 New
ICM
2206
IMS Capital Management
Oregon
$293K +$5.17K +14 +2%
SA
2207
Scarborough Advisors
Maryland
$293K +$293K +793 New
RDIA
2208
RE Dickinson Investment Advisors
Iowa
$293K +$740 +2 +0.3%
LCM
2209
Liberty Capital Management
Michigan
$293K
PBC
2210
Pavion Blue Capital
California
$293K
JWWM
2211
Johnson & White Wealth Management
Pennsylvania
$290K -$10.3K -28 -3%
OWA
2212
Opal Wealth Advisors
New York
$290K -$34.4K -93 -11%
LCGC
2213
Legacy Capital Group California
California
$290K +$290K +785 New
AIM
2214
Astor Investment Management
Illinois
$289K +$289K +785 New
TA
2215
TFG Advisers
Michigan
$289K +$33.3K +90 +13%
BL
2216
Balentine LLC
Georgia
$289K -$25.5K -69 -8%
CFFP
2217
Center for Financial Planning
Michigan
$288K +$24K +65 +9%
JWBC
2218
John W. Brooker & Co
California
$287K -$5.54K -15 -2%
BWIA
2219
Bryant Woods Investment Advisors
New York
$286K
LWANC
2220
Laurel Wealth Advisors (North Carolina)
North Carolina
$286K +$369 +1 +0.1%
MHR
2221
Matthew Hamilton Rosenberg
$285K -$3.69K -10 -1%
SPA
2222
Sentinel Pension Advisors
Massachusetts
$285K +$285K +770 New
NPP
2223
New Potomac Partners
Maryland
$284K
P
2224
&Partners
Tennessee
$284K +$284K +770 New
KW
2225
KWB Wealth
California
$283K +$283K +765 New