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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 %
KFS
2401
Kelly Financial Services
Massachusetts
$184K -$2.51K -7 -1%
HCA
2402
Harbor Capital Advisors
Illinois
$173K +$173K +482 New
PFA
2403
Pathway Financial Advisers
Indiana
$171K +$171K +478 New
CA
2404
Centerpoint Advisors
Massachusetts
$171K +$15.8K +44 +10%
HI
2405
Hendershot Investments
Virginia
$171K
GG
2406
Gleason Group
Kentucky
$171K -$3.94K -11 -2%
DWA
2407
Dougherty Wealth Advisers
Minnesota
$159K
CIR
2408
Clear Investment Research
Georgia
$157K +$30.5K +85 +24%
FCA
2409
FinTrust Capital Advisors
South Carolina
$150K -$852K -2,377 -85%
IA
2410
IFS Advisors
Kansas
$148K
MRCM
2411
M&R Capital Management
New Jersey
$148K -$31.5K -88 -18%
BAM
2412
Byrne Asset Management
New Jersey
$146K -$7.87K -22 -5%
EWM
2413
Evermay Wealth Management
Virginia
$145K +$43.4K +121 +43%
MTIC
2414
Missouri Trust & Investment Company
Missouri
$143K
BFPW
2415
BOK Financial Private Wealth
Colorado
$142K
CSB
2416
City State Bank
Iowa
$140K
JFG
2417
JDM Financial Group
Texas
$138K -$12.6K -35 -8%
LFA
2418
Level Financial Advisors
New York
$137K
HWM
2419
HighMark Wealth Management
Minnesota
$135K -$45.8K -128 -25%
SIC
2420
SJS Investment Consulting
Ohio
$133K +$57.6K +161 +76%
TFM
2421
TFC Financial Management
Massachusetts
$128K -$43K -120 -25%
UCB
2422
United Community Bank
South Carolina
$122K +$122K +340 New
HCM
2423
Horrell Capital Management
Arkansas
$121K
CJL
2424
Cyrus J. Lawrence
New York
$119K
QCG
2425
Quadrant Capital Group
Ohio
$119K -$15.8K -44 -12%