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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 %
HFG
2326
Heron Financial Group
New York
$231K -$12.6K -34 -5%
HCA
2327
Horan Capital Advisors
Ohio
$231K
RG
2328
Rathbones Group
United Kingdom
$231K -$51.7K -140 -18%
PIAS
2329
PCA Investment Advisory Services
Ohio
$230K +$230K +623 New
SNB
2330
Security National Bank
Nebraska
$229K +$229K +621 New
AA
2331
Auxano Advisors
Washington
$229K
FA
2332
Fagan Associates
New York
$229K -$22.2K -60 -9%
CAM
2333
Columbia Asset Management
Michigan
$229K +$229K +621 New
PA
2334
Parkside Advisors
California
$229K +$229K +618 New
MWM
2335
Marion Wealth Management
Pennsylvania
$227K -$58K -157 -20%
FCM
2336
Fairbanks Capital Management
California
$227K +$227K +615 New
FWA
2337
FOCUS Wealth Advisors
Texas
$227K +$227K +615 New
BFM
2338
Broadview Financial Management
Wisconsin
$225K +$225K +610 New
SDH
2339
Sloy Dahl & Holst
Washington
$224K +$224K +607 New
WFMPM
2340
Woodley Farra Manion Portfolio Management
Indiana
$224K +$224K +606 New
OLA
2341
Oliver Luxxe Assets
New Jersey
$224K -$12.9K -35 -5%
AFS
2342
Annapolis Financial Services
Maryland
$222K +$24K +65 +12%
SWM
2343
Seed Wealth Management
Illinois
$222K +$222K +600 New
BST
2344
Bath Savings Trust
Maine
$222K +$222K +600 New
1W
2345
1776 Wealth
Georgia
$222K +$222K +600 New
SWRP
2346
Summit Wealth & Retirement Planning
California
$221K -$139K -375 -39%
C1AG
2347
Client 1st Advisory Group
Florida
$221K -$904K -2,447 -80%
MC
2348
Matisse Capital
Oregon
$221K +$221K +598 New
AFG
2349
Allegheny Financial Group
Pennsylvania
$220K -$31K -84 -12%
SDWIA
2350
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$220K +$220K +596 New