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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 %
EA
2226
Eclectic Associates
California
$283K +$18.1K +49 +7%
JWCA
2227
J.W. Coons Advisors
Ohio
$281K
FB
2228
First Bancorp
Maine
$281K +$281K +761 New
TC
2229
TAGStone Capital
North Carolina
$281K +$371 +1 +0.1%
NCM
2230
Northwest Capital Management
Oregon
$281K +$281K +760 New
WLPWM
2231
Walled Lake Planning & Wealth Management
Illinois
$280K -$57.3K -155 -17%
RGC
2232
Roberts, Glore & Co
Illinois
$280K -$5.54K -15 -2%
JGC
2233
J. Goldman & Co
New York
$280K -$29.9M -81,014 -99%
DDPIC
2234
Deroy & Devereaux Private Investment Counsel
Michigan
$279K
VFP
2235
Verus Financial Partners
Virginia
$277K
BFWA
2236
Benchmark Financial Wealth Advisors
Florida
$277K +$33.2K +90 +14%
OSNBOA
2237
Old Second National Bank of Aurora
Illinois
$277K -$92.4K -250 -25%
HCM
2238
Harvey Capital Management
Florida
$277K
KMC
2239
Kirr Marbach & Co
Indiana
$277K +$277K +750 New
FC
2240
Fusion Capital
South Carolina
$276K +$10.3K +28 +4%
RCG
2241
Resource Consulting Group
Florida
$276K
PFM
2242
Phillips Financial Management
Indiana
$275K
HIA
2243
HTG Investment Advisors
Connecticut
$273K
MAG
2244
Mayfair Advisory Group
Alabama
$273K
CB
2245
CNB Bank
Pennsylvania
$273K -$16.6K -45 -6%
RWM
2246
Ruedi Wealth Management
Illinois
$273K -$16.6K -45 -6%
AWS
2247
Aspen Wealth Strategies
Colorado
$272K +$272K +735 New
AIA
2248
Arbor Investment Advisors
North Carolina
$272K
SRWM
2249
Shira Ridge Wealth Management
California
$269K -$3.32K -9 -1%
WA
2250
Wealthstar Advisors
Texas
$268K +$28.8K +78 +12%