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Invesco QQQ Trust

663 hedge funds and large institutions have $13.4B invested in Invesco QQQ Trust in 2015 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 248 increasing their positions, 214 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+16
Holders Change %
+2.47%
% of All Funds
17.88%
Holding in Top 10
86
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.32%
New
68
Increased
248
Reduced
214
Closed
43
Calls
$4.54B
Puts
$6.93B
Net Calls
-$2.39B
Net Calls Change
-$267M
Name Holding Trade Value Shares
Change
Shares
Change %
KPCM
401
Kings Point Capital Management
New York
$597K +$11.2K +105 +2%
VFAM
402
Valley Forge Asset Management
Pennsylvania
$591K -$857 -8 -0.1%
FFSOTS
403
Fiduciary Financial Services of The Southwest
Texas
$585K +$35.4K +331 +6%
FI
404
FormulaFolio Investments
Michigan
$582K +$47.5K +444 +9%
RFA
405
Reilly Financial Advisors
California
$571K +$571K +5,333 New
GWM
406
Gupta Wealth Management
California
$569K +$8.35K +78 +1%
ABC
407
Associated Banc-Corp
Wisconsin
$557K
IAMOG
408
Investors Asset Management of Georgia
Georgia
$556K +$2.14K +20 +0.4%
F
409
FutureAdvisor
California
$544K +$150K +1,386 +38%
PAM
410
Peak Asset Management
Colorado
$543K +$60.6K +566 +13%
AMG
411
Asset Management Group
Connecticut
$540K +$1.18K +11 +0.2%
HB
412
Homrich & Berg
Georgia
$539K +$148K +1,384 +38%
PCM
413
Perritt Capital Management
Illinois
$535K
BKBG
414
BHF Kleinwort Benson Group
Belgium
$535K
BFC
415
Blue Fin Capital
Rhode Island
$525K -$19.8K -185 -4%
ISB
416
Iowa State Bank
Iowa
$519K
Bessemer Group
417
Bessemer Group
New Jersey
$514K -$11.4K -107 -2%
LIM
418
Leavell Investment Management
Alabama
$511K
CWA
419
Cypress Wealth Advisors
California
$510K +$510K +4,765 New
SFT
420
Simmons First Trust
Arkansas
$507K +$21.4K +200 +4%
LIM
421
Lathrop Investment Management
Arkansas
$507K +$507K +4,737 New
PSUF
422
People's United Financial
Connecticut
$506K -$5.36K -50 -1%
DIA
423
Denver Investment Advisors
Colorado
$504K -$300K -2,803 -37%
FCI
424
Financial Counselors Inc
Kansas
$499K
PAS
425
Partnervest Advisory Services
California
$496K +$24.1K +225 +5%