Powershares

13F holders, Q1 2025 (March 31)
9holders +1
2new positions
0sold out
$468.92avg. 13F price*

At the end of Q1 2025, 9 institutions reported holding Powershares in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Folger Nolan Fleming Douglas Capital Management, Inc. ($3.0M), Acropolis Investment Management, LLC ($1.9M) and Cascades Capital Asset Management, LLC ($1.8M).

Company
Powershares
Filed as
INVESCO QQQ TRUST (Q1 2025)
CUSIP
73935A104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 8Q1 2024Q2 2024: 9Q2 2024Q3 2024: 8Q3 2024Q4 2024: 8Q4 2024Q1 2025: 9Q1 2025Q2 2025: 9Q2 2025Q3 2025: 9Q3 2025Q4 2025: 9Q4 2025Q1 2026: 5Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$360K
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 927 shares bought and 622 shares sold, net +305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Folger Nolan Fleming Douglas Capital Management, Inc. 0.34% Add +0.5% 6,371 $3.0M
Acropolis Investment Management, LLC 0.11% Add +1.0% 4,004 $1.9M
Cascades Capital Asset Management, LLC 1.01% Reduce -13.5% 3,916 $1.8M
Blue Edge Capital, LLC 0.26% Add +2.6% 3,450 $1.6M
Stuart Chaussee & Associates, Inc. 0.12% No change 1,067 $500K
Wedgewood Investors Inc. 0.50% Reduce -0.6% 895 $420K
Check Capital Management Inc. 0.02% New 717 $336K
Byrne Asset Management LLC 0.02% New 50 $23K
Horizon Financial Services, LLC 0.01% Reduce -24.0% 19 $9K

"% of holder's portfolio" is POWERSHARES's weight in each manager's 13F, not the share of Powershares the manager owns.