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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 %
RDFA
2426
Ritter Daniher Financial Advisory
Ohio
$117K
HL
2427
HeadInvest LLC
Maine
$115K +$115K +319 New
BFP
2428
Briaud Financial Planning
Texas
$115K +$115K +322 New
CCMW
2429
Cypress Capital Management (Wyoming)
Wyoming
$113K
FPF
2430
First Pacific Financial
Washington
$108K
CB
2431
Centennial Bank
Arkansas
$107K
IHWM
2432
Iron Horse Wealth Management
Iowa
$107K
PCTC
2433
Perkins Coie Trust Company
Washington
$107K +$30.8K +86 +40%
GC
2434
Gould Capital
Washington
$105K +$4.7K +13 +5%
HBT
2435
Hills Bank & Trust
Iowa
$102K +$102K +286 New
KHC
2436
Koesten Hirschmann & Crabtree
Kansas
$101K
SIM
2437
Studio Investment Management
Illinois
$101K
AT
2438
Avalon Trust
New Mexico
$97.8K +$70.9K +198 +264%
PWMG
2439
Prestige Wealth Management Group
New Jersey
$97.2K
DAM
2440
Delta Asset Management
Tennessee
$96.7K -$51.9K -145 -35%
TJHA
2441
Thomas J. Herzfeld Advisors
Florida
$96.7K
HF
2442
Halpern Financial
Virginia
$92.4K +$74.5K +208 +416%
TCPG
2443
Trivant Custom Portfolio Group
California
$91.5K
WPWM
2444
Western Pacific Wealth Management
Illinois
$85.3K -$80.6K -225 -49%
BFA
2445
BBJS Financial Advisors
Washington
$83.2K -$5.38K -15 -6%
SFA
2446
Semmax Financial Advisors
North Carolina
$82.2K +$82.2K +218 New
JWM
2447
Janiczek Wealth Management
Colorado
$82.1K
MCM
2448
MV Capital Management
Maryland
$81.7K -$31.5K -88 -28%
DAC
2449
Dividend Assets Capital
South Carolina
$80K +$71.4K +200 +833%
SJIM
2450
St. Johns Investment Management
Florida
$77K -$7.17K -20 -9%