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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 %
SCM
2426
Segantii Capital Management
Hong Kong
$111K +$111K +300 New
CBT
2427
CoreFirst Bank & Trust
Kansas
$107K
EWM
2428
Evermay Wealth Management
Virginia
$105K
KHC
2429
Koesten Hirschmann & Crabtree
Kansas
$105K -$55.8K -151 -35%
SIM
2430
Studio Investment Management
Illinois
$104K
GC
2431
Gould Capital
Washington
$102K +$42.1K +114 +70%
PWMG
2432
Prestige Wealth Management Group
New Jersey
$100K -$11.1K -30 -10%
TJHA
2433
Thomas J. Herzfeld Advisors
Florida
$99.7K
TCPG
2434
Trivant Custom Portfolio Group
California
$94.2K +$94.2K +255 New
WIM
2435
WealthPlan Investment Management
Nebraska
$94.2K -$16.3K -44 -15%
BFA
2436
BBJS Financial Advisors
Washington
$91.2K +$14.8K +40 +19%
SJIM
2437
St. Johns Investment Management
Florida
$86.8K
JWM
2438
Janiczek Wealth Management
Colorado
$84.7K
RFG
2439
RFP Financial Group
Georgia
$82K +$82K +222 New
PCTC
2440
Perkins Coie Trust Company
Washington
$78.7K
SIC
2441
SJS Investment Consulting
Ohio
$78.4K
SCA
2442
Stonebridge Capital Advisors
Minnesota
$75.5K +$9.25K +25 +14%
PGAM
2443
Princeton Global Asset Management
New Jersey
$71.3K -$4.8K -13 -6%
2L
2444
25 LLC
Missouri
$70.1K
NSG
2445
Nalls Sherbakoff Group
Tennessee
$69.6K
WTA
2446
Washington Trust Advisors
Massachusetts
$64.6K -$14.8K -40 -19%
OCM
2447
Osterweis Capital Management
California
$62.1K -$53.9K
PSB
2448
Piscataqua Savings Bank
New Hampshire
$59.1K
NBT
2449
Northwest Bank & Trust
Iowa
$59.1K +$59.1K +160 New
PS
2450
PayPay Securities
Japan
$58.7K +$13.7K +37 +30%