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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 %
BBL
2251
Beck Bode LLC
Massachusetts
$217K +$217K +676 New
BHWM
2252
Beaird Harris Wealth Management
Texas
$216K -$310K -967 -59%
CWM
2253
Curi Wealth Management
North Carolina
$216K -$612K -1,906 -74%
UBV
2254
United Bank (Virginia)
Virginia
$216K +$216K +672 New
BCCM
2255
Bridge Creek Capital Management
Massachusetts
$215K +$215K +671 New
FM
2256
Foster & Motley
Ohio
$215K +$215K +669 New
HHRDM
2257
H&H Retirement Design & Management
Nevada
$215K +$215K +674 New
VF
2258
Vawter Financial
Ohio
$214K +$214K +668 New
TWM
2259
Thrive Wealth Management
Pennsylvania
$214K +$214K +667 New
OW
2260
Olistico Wealth
Oklahoma
$213K +$213K +665 New
MGIA
2261
Matthew Goff Investment Advisor
Texas
$212K +$212K +661 New
BFWA
2262
Benchmark Financial Wealth Advisors
Florida
$212K -$324K -1,009 -60%
HFG
2263
Heron Financial Group
New York
$212K +$212K +659 New
EWM
2264
Edge Wealth Management
New York
$211K -$904K -2,817 -81%
CT
2265
Colonial Trust
South Carolina
$211K +$18.3K +57 +10%
DA
2266
Doliver Advisors
Texas
$211K +$211K +657 New
FBFS
2267
First Business Financial Services
Wisconsin
$211K +$211K +657 New
FBT
2268
First Bankers Trust
Kentucky
$211K +$211K +656 New
UW
2269
Unique Wealth
Florida
$211K +$211K +656 New
TFF
2270
The Family Firm
Maryland
$210K +$210K +656 New
SFC
2271
SYM Financial Corp
Indiana
$210K +$210K +656 New
PWA
2272
Primoris Wealth Advisors
Florida
$210K +$210K +655 New
BBWA
2273
Bell & Brown Wealth Advisors
California
$209K -$59K -184 -22%
VFG
2274
V2 Financial group
Illinois
$209K +$209K +650 New
AGA
2275
Arkos Global Advisors
Texas
$208K +$208K +649 New