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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 %
GCM
2226
Gables Capital Management
Florida
$225K
BIM
2227
Bridgecreek Investment Management
Oklahoma
$225K -$112K -350 -33%
LWM
2228
Ledge Wealth Management
Minnesota
$225K -$22.8K -71 -9%
BMD
2229
Better Money Decisions
New Mexico
$224K +$224K +699 New
TFP
2230
Tilia Fiduciary Partners
North Carolina
$224K -$24.7K -77 -10%
SIMM
2231
Stillwater Investment Management (Minnesota)
Minnesota
$224K +$224K +698 New
BWA
2232
Blodgett Wealth Advisors
California
$223K -$40.1K -125 -15%
BFC
2233
Bedel Financial Consulting
Indiana
$222K -$25.3K -79 -10%
TA
2234
TFG Advisers
Michigan
$222K +$222K +691 New
WFA
2235
WMG Financial Advisors
Tennessee
$221K -$989K -3,081 -82%
MCP
2236
Martin Capital Partners
Oregon
$221K +$221K +688 New
RP
2237
Rice Partnership
Hawaii
$220K +$220K +687 New
AFS
2238
Axiom Financial Strategies
Indiana
$220K +$220K +685 New
PIFP
2239
Partners in Financial Planning
Virginia
$219K +$219K +684 New
CWM
2240
Compass Wealth Management
Connecticut
$219K
GHA
2241
GW Henssler & Associates
Georgia
$218K +$218K +680 New
HI
2242
Hendershot Investments
Virginia
$218K +$218K +680 New
FA
2243
Fagan Associates
New York
$218K +$218K +680 New
ANHIM
2244
Alan N. Hoffman Investment Management
Massachusetts
$218K +$218K +680 New
BIA
2245
Benchmark Investment Advisors
Illinois
$218K +$218K +680 New
AFG
2246
Allegheny Financial Group
Pennsylvania
$218K +$218K +680 New
4WM
2247
4J Wealth Management
Virginia
$218K +$218K +678 New
ATWA
2248
Arbor Trust Wealth Advisors
Michigan
$217K +$217K +676 New
RWA
2249
Rooted Wealth Advisors
Illinois
$217K +$217K +681 New
BONH
2250
Bank of New Hampshire
New Hampshire
$217K