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Invesco QQQ Trust
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Overview Fund Activity

917 hedge funds and large institutions have $25.3B invested in Invesco QQQ Trust in 2017 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 394 increasing their positions, 264 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+31
Holders Change %
+3.5%
% of All Funds
22.9%
Holding in Top 10
149
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+7.19%
% of All Funds
3.72%
New
102
Increased
394
Reduced
264
Closed
60
Calls
$16.4B
Puts
$45.3B
Net Calls
-$28.8B
Net Calls Change
-$23.6B

Top Buyers

1
Barclays
Barclays
United Kingdom
+$3.32B
2
Goldman Sachs
Goldman Sachs
New York
+$1.64B
3
HCM
Highfields Capital Management
Massachusetts
+$967M
4
LPL Financial
LPL Financial
California
+$493M
5
MSU
Mizuho Securities USA
New York
+$343M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$246M
2
CS
Credit Suisse
Switzerland
-$181M
3
QIM
Quantitative Investment Management
Virginia
-$155M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$138M
5
SMM
Stadion Money Management
Georgia
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
401
Linscomb Wealth
Texas
$1.55M +$27.9K +203 +2%
CCA
402
Clearwater Capital Advisors
Illinois
$1.54M +$82.4K +594 +6%
WCF
403
West Coast Financial
California
$1.52M -$174K -1,265 -10%
WSCM
404
Wellington Shields Capital Management
New York
$1.52M -$464K -3,368 -23%
FIM
405
Freedom Investment Management
Connecticut
$1.51M -$377K -2,736 -20%
SF
406
Synovus Financial
Georgia
$1.51M +$864K +6,261 +134%
NWP
407
Northstar Wealth Partners
Connecticut
$1.51M +$130K +935 +9%
1GA
408
1st Global Advisors
Texas
$1.5M -$28.5K -207 -2%
FI
409
FormulaFolio Investments
Michigan
$1.47M +$72.8K +529 +5%
DAS
410
Dynamic Advisor Solutions
Arizona
$1.46M +$7.43K +54 +0.5%
BSW
411
Buckingham Strategic Wealth
Missouri
$1.45M +$253K +1,835 +21%
CAL
412
Capital Advisors Ltd
Ohio
$1.45M +$153K +1,114 +12%
AWA
413
Arete Wealth Advisors
Illinois
$1.44M -$3.03K -22 -0.2%
SFA
414
Sequoia Financial Advisors
Ohio
$1.43M +$47.2K +343 +3%
RWA
415
River Wealth Advisors
Pennsylvania
$1.43M +$55.1K +400 +4%
CFD
416
Creative Financial Designs
Indiana
$1.42M +$143K +1,037 +11%
AMCA
417
Arthur M. Cohen & Associates
Illinois
$1.41M +$315K +2,310 +29%
EA
418
Elm Advisors
California
$1.41M – – –
LCM
419
Lucas Capital Management
New Jersey
$1.4M +$95.1K +691 +7%
Wellington Management Group
420
Wellington Management Group
Massachusetts
$1.38M – – –
BBPWM
421
Blue Bell Private Wealth Management
Pennsylvania
$1.38M -$54.9K -399 -4%
TFA
422
Transamerica Financial Advisors
Florida
$1.37M +$1.37M +9,972 New
EWA
423
EP Wealth Advisors
California
$1.37M +$182K +1,321 +15%
SC
424
SouthState Corp
Florida
$1.37M +$99.8K +725 +8%
HIM
425
Hanlon Investment Management
New Jersey
$1.33M -$95.8K -696 -7%
15 16
17
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