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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 %
JWM
2351
Janiczek Wealth Management
Colorado
$73K
WTA
2352
Washington Trust Advisors
Massachusetts
$69K -$10.6K -33 -13%
PCTC
2353
Perkins Coie Trust Company
Washington
$68.4K -$64.2K -200 -48%
SIC
2354
SJS Investment Consulting
Ohio
$68.1K
BFA
2355
BBJS Financial Advisors
Washington
$66.4K
PGAM
2356
Princeton Global Asset Management
New Jersey
$66.1K +$8.67K +27 +15%
GA
2357
GoalVest Advisory
New York
$64.8K +$10.6K +33 +20%
NSG
2358
Nalls Sherbakoff Group
Tennessee
$63.1K +$63.1K +200 New
2L
2359
25 LLC
Missouri
$59.9K +$59.9K +185 New
SCA
2360
Stonebridge Capital Advisors
Minnesota
$57.5K -$14.5K -45 -20%
OCM
2361
Osterweis Capital Management
California
$53.9K -$44.7K
GC
2362
Gould Capital
Washington
$52.3K -$861K -2,684 -94%
PSB
2363
Piscataqua Savings Bank
New Hampshire
$51.3K
CIR
2364
Clear Investment Research
Georgia
$50.7K +$21.2K +66 +72%
HC
2365
Hoese & Co
Minnesota
$48.4K
BCPWM
2366
Bradley & Co Private Wealth Management
Florida
$48.1K
EC
2367
Elequin Capital
New York
$47.5K +$47.5K +148 New
BWS
2368
Buck Wealth Strategies
Colorado
$46.5K +$46.5K +145 New
CSWM
2369
Cassady Schiller Wealth Management
Ohio
$45.9K
FCG
2370
Financial Connections Group
California
$45K
FDCC
2371
Foster Dykema Cabot & Co
Massachusetts
$45K +$45K +139 New
LCM
2372
Logan Capital Management
Pennsylvania
$44.3K -$12.8K -40 -22%
BCM
2373
Blume Capital Management
California
$43.3K -$16K -50 -27%
MLA
2374
MB, Levis & Associates
Pennsylvania
$42.7K
BI
2375
Bramshill Investments
Florida
$39.8K +$321 +1 +0.8%