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Invesco QQQ Trust

1,549 hedge funds and large institutions have $37.2B invested in Invesco QQQ Trust in 2020 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 682 increasing their positions, 513 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,549
Holders Change
+41
Holders Change %
+2.72%
% of All Funds
34.22%
Holding in Top 10
322
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+18.38%
% of All Funds
7.11%
New
192
Increased
682
Reduced
513
Closed
131
Calls
$33B
Puts
$47.1B
Net Calls
-$14.1B
Net Calls Change
+$10.6B
Name Holding Trade Value Shares
Change
Shares
Change %
HI
301
Hudock Inc
Pennsylvania
$8.69M +$1.69M +8,880 +24%
SFP
302
Shepherd Financial Partners
Massachusetts
$8.67M +$4.27M +22,376 +97%
WT
303
Whittier Trust
California
$8.61M +$181K +953 +2%
MCM
304
Magnolia Capital Management
New York
$8.59M -$1.43M -7,486 -14%
LFM
305
Lumina Fund Management
New York
$8.59M -$1.5M -7,900 -15%
GWM
306
Greenwich Wealth Management
Connecticut
$8.53M -$586K -3,078 -6%
WA
307
Wealth Advisors
California
$8.52M +$2.21M +10,370 +35%
JWBC
308
J.W. Burns & Co
New York
$8.51M -$127K -668 -1%
HCP
309
Holt Capital Partners
Texas
$8.47M +$146K +767 +2%
PFA
310
Pinnacle Family Advisors
Missouri
$8.47M +$3.38M +17,704 +66%
FUBT
311
First United Bank & Trust
Maryland
$8.39M +$359K +1,885 +4%
PA
312
PFG Advisors
Arizona
$8.34M +$1.65M +7,738 +25%
KIA
313
KCM Investment Advisors
California
$8.31M +$1.88M +9,848 +29%
SWM
314
Sugarloaf Wealth Management
Georgia
$8.29M +$6.73M +35,346 +433%
BWL
315
Bogart Wealth LLC
Virginia
$8.28M +$6.95M +36,520 +523%
BRC
316
BHF RG Capital
Arizona
$8.24M +$98.3K +516 +1%
FCMT
317
Founders Capital Management (Texas)
Texas
$8.17M +$990K +5,198 +14%
LF
318
LifeSteps Financial
California
$8.15M +$82.1K +431 +1%
CAG
319
Crestwood Advisors Group
Massachusetts
$8.03M -$2.58M -13,563 -24%
MA
320
Modus Advisors
Minnesota
$8M +$4.83M +25,357 +152%
VCM
321
Verde Capital Management
Michigan
$7.95M -$1.92M -10,101 -19%
CWA
322
Clarity Wealth Advisors
California
$7.87M +$155K +816 +2%
GLR
323
Great Lakes Retirement
Ohio
$7.82M +$5.24M +27,479 +204%
OMC
324
Old Mission Capital
Illinois
$7.79M +$7.79M +40,904 New
PNAA
325
Pictet North America Advisors
Switzerland
$7.79M +$5.71M +30,000 +275%