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Our quarterly report on what the world’s largest funds bought and sold
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Invesco QQQ Trust
QQQ
Market cap
$476B
Overview
Fund Trends
Fund Holders
711.74
USD
-16.26
2.23%
At close
Updated
Oct 16, 1:56 PM EDT
Pre-market
After hours
1D
5D
1M
3M
6M
YTD
1Y
5Y
10Y
1 day
-2.23%
5 days
-5.06%
1 month
1%
3 months
0.82%
6 months
11.13%
Year to date
16.08%
1 year
18.63%
5 years
90.99%
10 years
509.26%
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2
2014 Q1
2013 Q4
2013 Q3
2013 Q2
Trade Type
New
Increased
Maintained
Reduced
Closed
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Holding
Trade Value
Shares
Change
Change in
Stake
1076
SHF
1076
Safe Harbor Fiduciary
Pensacola,
Florida
$7.76M
+$329K
+542
+4%
1077
SFP
1077
Shepherd Financial Partners
Winchester,
Massachusetts
$7.72M
-$6.08K
-10
-0.1%
1078
RSF
1078
Rik Saylor Financial
Fairfield,
Ohio
$7.72M
+$58.9K
+97
+0.7%
1079
SCM
1079
Saxony Capital Management
St. Louis,
Missouri
$7.71M
+$2.32M
+3,820
+40%
1080
MCA
1080
Martin Capital Advisors
San Antonio,
Texas
$7.71M
+$14K
+23
+0.2%
1081
WPIC
1081
White Pine Investment Company
Livonia,
Michigan
$7.71M
+$465K
+765
+6%
1082
CCM
1082
Corsair Capital Management
New York
$7.7M
–
–
–
1083
1083
Phoenix Financial
Givatayim,
Israel
$7.7M
+$402K
+662
+5%
1084
RIS
1084
Retirement Income Solutions
Ann Arbor,
Michigan
$7.68M
-$57.1K
-94
-0.7%
1085
IWA
1085
IBEX Wealth Advisors
Bedminster,
New Jersey
$7.67M
+$46.2K
+76
+0.6%
1086
BSCCG
1086
Blue Sky Capital Consultants Group
Poway,
California
$7.66M
-$1.38M
-2,270
-15%
1087
GCM
1087
Gibraltar Capital Management
Tulsa,
Oklahoma
$7.64M
+$249K
+410
+3%
1088
1088
Eastern Bank
Boston,
Massachusetts
$7.58M
-$300K
-494
-4%
1089
CSF
1089
Capital Squared Financial
Rockville,
Maryland
$7.54M
-$182K
-299
-2%
1090
BOH
1090
Bank of Hawaii
Honolulu,
Hawaii
$7.54M
-$25.5K
-42
-0.3%
1091
OWG
1091
Oxford Wealth Group
Orlando,
Florida
$7.52M
-$396K
-652
-5%
1092
SPC
1092
Spirepoint Private Client
Vero Beach,
Florida
$7.52M
-$608
-1
-0%
1093
EP
1093
Edgestream Partners
Princeton,
New Jersey
$7.48M
-$39.5M
-65,019
-83%
1094
1094
Sapient Capital
Indianapolis,
Indiana
$7.48M
+$717K
+1,181
+10%
1095
AFA
1095
AllGen Financial Advisors
Orlando,
Florida
$7.47M
+$245K
+404
+3%
1096
TAM
1096
Titleist Asset Management
San Antonio,
Texas
$7.47M
+$1.69M
+2,788
+27%
1097
1097
First Trust Advisors
Wheaton,
Illinois
$7.46M
-$1.86M
-3,063
-19%
1098
1098
JMG Financial Group
Downers Grove,
Illinois
$7.45M
+$106K
+175
+1%
1099
NCM
1099
Narwhal Capital Management
Marietta,
Georgia
$7.43M
+$234K
+385
+3%
1100
LTL
1100
Lowery Thomas LLC
Pebble Beach,
California
$7.43M
-$20.7K
-34
-0.3%
1
42
43
44
45
46
162
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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