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Invesco QQQ Trust

1,238 hedge funds and large institutions have $28.9B invested in Invesco QQQ Trust in 2019 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 455 increasing their positions, 426 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,238
Holders Change
+48
Holders Change %
+4.03%
% of All Funds
26.84%
Holding in Top 10
205
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.49%
% of All Funds
4.44%
New
153
Increased
455
Reduced
426
Closed
90
Calls
$36.9B
Puts
$52.8B
Net Calls
-$15.9B
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
351
Sheets Smith Wealth Management
North Carolina
$4.36M +$34.3K +191 +0.8%
GEA
352
Glen Eagle Advisors
New Jersey
$4.35M +$10.8K +60 +0.2%
CLOS
353
Compagnie Lombard Odier SCmA
Switzerland
$4.33M -$2.17M -12,100 -33%
EF
354
Empirical Finance
Pennsylvania
$4.32M -$359 -2 -0%
BHWM
355
Bar Harbor Wealth Management
New Hampshire
$4.26M -$5.39K -30 -0.1%
WP
356
WealthPLAN Partners
Nebraska
$4.17M -$80.7K -441 -2%
GSWM
357
Golden State Wealth Management
California
$4.13M +$4.13M +22,978 New
KCM
358
Karp Capital Management
California
$4.1M +$839K +4,672 +26%
PWM
359
PRW Wealth Management
Massachusetts
$4.09M -$2.15M -11,951 -34%
Q
360
QVR
California
$4.05M +$318K +1,772 +9%
MWP
361
MYCIO Wealth Partners
Pennsylvania
$4.03M -$19.9K -111 -0.5%
CB
362
Chemical Bank
Michigan
$4.03M +$7.19K +40 +0.2%
CFGS
363
Concourse Financial Group Securities
Alabama
$4.02M -$29K -161 -0.7%
Comerica Bank
364
Comerica Bank
Texas
$4.02M -$256K -1,379 -6%
MAP
365
Milestone Advisory Partners
North Carolina
$3.98M +$1.12M +6,259 +39%
Rockefeller Capital Management
366
Rockefeller Capital Management
New York
$3.96M +$1.09M +6,080 +38%
MWM
367
Merriman Wealth Management
Washington
$3.96M +$146K +812 +4%
GKWIM
368
Gerber Kawasaki Wealth & Investment Management
California
$3.96M +$164K +914 +4%
VAG
369
VisionPoint Advisory Group
Texas
$3.92M -$8.92M -49,631 -69%
UCMOK
370
United Capital Management of KS
Kansas
$3.92M +$757K +3,991 +24%
PP
371
Paloma Partners
Connecticut
$3.92M +$3.29M +18,317 +523%
ACM
372
Ashford Capital Management
Delaware
$3.89M -$338K -1,880 -8%
FPGK
373
Financial Partners Group (Kansas)
Kansas
$3.87M +$411K +2,288 +12%
OIA
374
OneDigital Investment Advisors
Kansas
$3.86M -$70.8K -394 -2%
WAG
375
Winthrop Advisory Group
Massachusetts
$3.85M +$189K +1,040 +5%