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Invesco QQQ Trust

2,518 hedge funds and large institutions have $83.1B invested in Invesco QQQ Trust in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,072 increasing their positions, 909 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
Holders Change %
0%
% of All Funds
40.15%
Holding in Top 10
548
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.2%
% of All Funds
8.74%
New
172
Increased
1,072
Reduced
909
Closed
139
Calls
$130B
Puts
$229B
Net Calls
-$99.5B
Net Calls Change
+$19.5B
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
2301
Compass Wealth Management
Connecticut
$245K +$245K +683 New
TW
2302
Towerpoint Wealth
California
$244K -$71.7K -200 -23%
CAM
2303
Columbia Asset Management
Michigan
$244K +$21.5K +60 +10%
ERIM
2304
Eagle Ridge Investment Management
Connecticut
$244K -$1.79K -5 -0.7%
FBT
2305
First Bankers Trust
Kentucky
$244K +$8.96K +25 +4%
TFP
2306
Tilia Fiduciary Partners
North Carolina
$244K -$2.51K -7 -1%
BWA
2307
Blodgett Wealth Advisors
California
$244K +$358 +1 +0.1%
BIA
2308
Benchmark Investment Advisors
Illinois
$244K
4WM
2309
4J Wealth Management
Virginia
$243K
BONH
2310
Bank of New Hampshire
New Hampshire
$242K
BSB
2311
Bangor Savings Bank
Maine
$242K -$140K -390 -37%
BHWM
2312
Beaird Harris Wealth Management
Texas
$242K
OW
2313
Olistico Wealth
Oklahoma
$241K -$4.3K -12 -2%
GA
2314
Greenspring Advisors
Maryland
$240K
OAM
2315
Occidental Asset Management
California
$240K
GJIA
2316
Glass Jacobson Investment Advisors
Maryland
$240K +$33K +92 +16%
ECM
2317
EagleClaw Capital Management
Massachusetts
$238K
SEM
2318
Suncoast Equity Management
Florida
$238K +$238K +665 New
WBCM
2319
Wilson & Boucher Capital Management
California
$237K -$8.96K -25 -4%
MGIA
2320
Matthew Goff Investment Advisor
Texas
$237K
MCM
2321
Mengis Capital Management
Oregon
$236K +$236K +660 New
EWM
2322
Endowment Wealth Management
Wisconsin
$236K +$9.32K +26 +4%
TWM
2323
Thrive Wealth Management
Pennsylvania
$236K -$2.87K -8 -1%
Legacy Financial Group (Iowa)
2324
Legacy Financial Group (Iowa)
Iowa
$236K +$236K +658 New
TFF
2325
The Family Firm
Maryland
$235K