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Invesco QQQ Trust
QQQ

Overview Fund Activity

2,373 hedge funds and large institutions have $91.9B invested in Invesco QQQ Trust in 2021 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 919 increasing their positions, 671 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,373
Holders Change
+359
Holders Change %
+17.83%
% of All Funds
36.65%
Holding in Top 10
561
Holding in Top 10 Change
+101
Holding in Top 10 Change %
+21.96%
% of All Funds
8.66%
New
494
Increased
919
Reduced
671
Closed
95
Calls
$77.4B
Puts
$165B
Net Calls
-$87.3B
Net Calls Change
-$4.21B

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.79B
2
Bank of America
Bank of America
North Carolina
+$826M
3
Morgan Stanley
Morgan Stanley
New York
+$762M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$537M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$479M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$889M
2
Citigroup
Citigroup
New York
-$824M
3
HF
HRT Financial
New York
-$600M
4
Citadel Advisors
Citadel Advisors
Florida
-$437M
5
SFM
Soros Fund Management
New York
-$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
KJWM
326
Kiley Juergens Wealth Management
Washington
$22.3M +$6.76K +17 +0%
PWS
327
Private Wealth Strategies
Ohio
$22.2M +$2.47M +6,210 +13%
CCA
328
Conservest Capital Advisors
Pennsylvania
$22.1M -$89.5K -225 -0.4%
SC
329
Saiph Capital
New Jersey
$21.9M +$21.9M +54,931 New
KWA
330
Kellett Wealth Advisors
Ohio
$21.8M +$21.8M +54,872 New
JMF
331
Johnson Midwest Financial
Iowa
$21.8M -$8.36K -21 -0%
CI Investments Inc
332
CI Investments Inc
Ontario, Canada
$21.8M +$21.8M +57,451 New
SWAG
333
Spectrum Wealth Advisory Group
California
$21.7M +$304K +763 +1%
EGA
334
Eagle Global Advisors
Texas
$21.7M -$5.63M -14,150 -21%
HI
335
HBK Investments
Texas
$21.7M +$21.7M +54,571 New
PA
336
Parallel Advisors
California
$21.6M -$349K -876 -2%
RWG
337
Ratio Wealth Group
Colorado
$21.4M +$931K +2,340 +5%
SFG
338
Socha Financial Group
New York
$21.3M +$21.3M +53,634 New
VVP
339
Venture Visionary Partners
Ohio
$21.3M – – –
RFM
340
Royal Fund Management
Florida
$21.3M +$12.3M +31,007 +138%
BRWM
341
B. Riley Wealth Management
Tennessee
$21.2M +$3.65M +9,179 +21%
RC
342
Roundview Capital
New Jersey
$21M +$633K +1,590 +3%
LFA
343
Legend Financial Advisors
Pennsylvania
$21M -$2.17M -5,457 -9%
CMA
344
Cedar Mountain Advisors
Oregon
$21M +$56.9K +143 +0.3%
OCM
345
One Capital Management
California
$20.9M +$10.7M +26,790 +104%
WRCM
346
Whale Rock Capital Management
Massachusetts
$20.9M +$809K +2,033 +4%
ACM
347
AlphaStar Capital Management
North Carolina
$20.8M -$1.88M -4,907 -8%
CA
348
CV Advisors
Florida
$20.7M +$20.7M +52,121 New
WS
349
Wedbush Securities
California
$20.7M +$2.2M +5,537 +12%
NPI
350
New Perspectives Inc
Mississippi
$20.7M -$2.3M -5,771 -10%
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