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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 %
WAM
2276
Weinberger Asset Management
California
$208K +$208K +648 New
AFIA
2277
America First Investment Advisors
Nebraska
$208K +$208K +648 New
WA
2278
Wealthstar Advisors
Texas
$208K +$208K +647 New
TFA
2279
Triad Financial Advisors
North Carolina
$206K +$206K +642 New
OLA
2280
Oliver Luxxe Assets
New Jersey
$205K -$59.7K -186 -23%
F
2281
Fithian
New York
$205K +$205K +638 New
GG
2282
Gleason Group
Kentucky
$204K -$10.3K -32 -5%
TNB
2283
Thomasville National Bank
Georgia
$204K -$255K -795 -56%
BA
2284
Baugh & Associates
Georgia
$204K +$204K +635 New
CSC
2285
Caldwell Sutter Capital
California
$203K +$20.2K +63 +11%
VT
2286
Vise Technologies
New York
$203K +$203K +632 New
EWM
2287
Endowment Wealth Management
Wisconsin
$203K +$203K +632 New
BL
2288
BFSG LLC
California
$202K +$202K +628 New
HWM
2289
HighMark Wealth Management
Minnesota
$202K
KCM
2290
Kathmere Capital Management
Pennsylvania
$202K +$202K +628 New
FBC
2291
Fairfield, Bush & Co
Connecticut
$202K +$202K +628 New
SFS
2292
Shaker Financial Services
Virginia
$201K +$201K +626 New
HCA
2293
Horan Capital Advisors
Ohio
$201K +$201K +625 New
APC
2294
Asset Planning Corporation
Tennessee
$200K +$200K +624 New
WSCM
2295
Wellington Shields Capital Management
New York
$197K +$1.92K +6 +1%
MSFP
2296
Mark Sheptoff Financial Planning
Connecticut
$195K +$7.7K +24 +4%
RFA
2297
Register Financial Advisors
Georgia
$192K -$17K -53 -8%
NC
2298
NewSquare Capital
Pennsylvania
$192K +$45.3K +141 +31%
RCM
2299
Rain Capital Management
Oregon
$186K +$642 +2 +0.3%
SIS
2300
Strategic Investment Solutions
Illinois
$178K +$178K +554 New