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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 %
LWP
2326
Lumature Wealth Partners
Georgia
$126K -$101K -315 -45%
LFA
2327
Level Financial Advisors
New York
$126K -$18.3K -57 -13%
4FG
2328
4Thought Financial Group
New York
$125K +$5.45K +17 +5%
BFPW
2329
BOK Financial Private Wealth
Colorado
$124K
MTIC
2330
Missouri Trust & Investment Company
Missouri
$124K -$39.5K -123 -24%
QCG
2331
Quadrant Capital Group
Ohio
$121K -$321 -1 -0.3%
RDFA
2332
Ritter Daniher Financial Advisory
Ohio
$113K
CP
2333
Castleview Partners
Texas
$111K +$111K +345 New
HCM
2334
Horrell Capital Management
Arkansas
$108K
HCM
2335
Highlander Capital Management
New Jersey
$103K +$16.1K +50 +19%
SFCL
2336
Strengthening Families & Communities LLC
Massachusetts
$101K -$2.58K -486 -2%
CCMW
2337
Cypress Capital Management (Wyoming)
Wyoming
$101K
PWMG
2338
Prestige Wealth Management Group
New Jersey
$96.7K +$4.18K +13 +5%
IHWM
2339
Iron Horse Wealth Management
Iowa
$96.3K
CJL
2340
Cyrus J. Lawrence
New York
$96K
WIM
2341
WealthPlan Investment Management
Nebraska
$96K -$3.1M -9,672 -97%
CBT
2342
CoreFirst Bank & Trust
Kansas
$93.1K
EI
2343
Ellevest Inc
New York
$92.8K +$321 +1 +0.3%
FMII
2344
Farmers & Merchants Investments Inc
Nebraska
$91.5K -$22.5K -70 -20%
EWM
2345
Evermay Wealth Management
Virginia
$91.2K +$12.8K +40 +16%
SIM
2346
Studio Investment Management
Illinois
$90.3K
MCM
2347
MV Capital Management
Maryland
$87K
TJHA
2348
Thomas J. Herzfeld Advisors
Florida
$86.7K
M
2349
MOTCO
Texas
$75.7K +$11.6K +36 +18%
SJIM
2350
St. Johns Investment Management
Florida
$75.4K