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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 %
NRG
2376
Nemes Rush Group
Michigan
$204K +$204K +553 New
EFMC
2377
Empire Financial Management Company
New York
$204K +$204K +551 New
ACA
2378
Atlas Capital Advisors
Wyoming
$203K +$203K +550 New
DI
2379
DAGCO Inc
Ohio
$203K +$203K +550 New
GWM
2380
GoalFusion Wealth Management
Texas
$203K +$203K +550 New
FA
2381
FDx Advisors
Illinois
$203K -$239K -647 -54%
VCM
2382
Vigilant Capital Management
Maine
$203K -$55.4K -150 -21%
AA
2383
Axiom Advisory
California
$202K +$202K +548 New
EGWAG
2384
Elwood & Goetz Wealth Advisory Group
Georgia
$202K +$202K +546 New
ACA
2385
Anchor Capital Advisors
Massachusetts
$201K +$201K +544 New
GBT
2386
Grove Bank & Trust
Florida
$195K
EWP
2387
Elevation Wealth Partners
California
$194K -$6.65K -18 -3%
KFS
2388
Kelly Financial Services
Massachusetts
$193K -$739 -2 -0.4%
HWM
2389
HighMark Wealth Management
Minnesota
$186K -$45.8K -124 -20%
MRCM
2390
M&R Capital Management
New Jersey
$185K
TCM
2391
TD Capital Management
Tennessee
$182K +$369 +1 +0.2%
GG
2392
Gleason Group
Kentucky
$180K -$55.1K -149 -23%
HI
2393
Hendershot Investments
Virginia
$176K -$75K -203 -30%
TFM
2394
TFC Financial Management
Massachusetts
$176K +$369 +1 +0.2%
WPWM
2395
Western Pacific Wealth Management
Illinois
$171K
VWM
2396
Valley Wealth Managers
New Jersey
$170K -$2.59K -7 -1%
MCI
2397
MRP Capital Investments
Georgia
$166K +$164K +443 +8,860%
DWA
2398
Dougherty Wealth Advisers
Minnesota
$164K -$369 -1 -0.2%
FBC
2399
Fairfield, Bush & Co
Connecticut
$162K -$69.4K -188 -30%
CA
2400
Centerpoint Advisors
Massachusetts
$160K +$135K +366 +546%