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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 %
PWM
2251
Provident Wealth Management
Tennessee
$266K
VT
2252
Vise Technologies
New York
$266K +$32.5K +88 +14%
HFS
2253
Heritage Financial Services
Massachusetts
$266K +$266K +720 New
CYG
2254
Clean Yield Group
Vermont
$266K
ACM
2255
Avalon Capital Management
California
$265K +$265K +718 New
WCA
2256
Waypoint Capital Advisors
Minnesota
$265K
WKSWA
2257
White Knight Strategic Wealth Advisors
New Jersey
$263K
BIM
2258
Bullseye Investment Management
Ohio
$263K +$263K +13,518 New
GC
2259
Gilbert & Cook
Iowa
$263K
MWP
2260
MYCIO Wealth Partners
Pennsylvania
$262K
AMIM
2261
Aull & Monroe Investment Management
Alabama
$262K -$7.39K -20 -3%
LAM
2262
Lakewood Asset Management
Illinois
$262K
KFP
2263
KMG Fiduciary Partners
Ohio
$260K
BA
2264
Bridge Advisory
California
$260K +$260K +703 New
HAC
2265
Harbor Advisory Corp
New Hampshire
$260K -$246K -666 -49%
LFGO
2266
Legacy Financial Group (Oklahoma)
Oklahoma
$259K +$259K +702 New
FWM
2267
FSA Wealth Management
Massachusetts
$259K +$369 +1 +0.1%
SCM
2268
Shapiro Capital Management
Georgia
$259K
EBSAM
2269
Eubel Brady & Suttman Asset Management
Ohio
$259K
GL
2270
Graypoint LLC
New York
$259K -$369 -1 -0.1%
BIM
2271
Bridgecreek Investment Management
Oklahoma
$259K
GCM
2272
Gables Capital Management
Florida
$259K
SFC
2273
SYM Financial Corp
Indiana
$259K +$16.3K +44 +7%
EPWM
2274
Essex Private Wealth Management
Massachusetts
$258K +$258K +699 New
CWA
2275
Consilium Wealth Advisory
Texas
$258K +$258K +698 New