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Invesco QQQ Trust

1,928 hedge funds and large institutions have $66.8B invested in Invesco QQQ Trust in 2020 Q4 according to their latest regulatory filings, with 354 funds opening new positions, 749 increasing their positions, 622 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,928
Holders Change
+240
Holders Change %
+14.22%
% of All Funds
34.21%
Holding in Top 10
479
Holding in Top 10 Change
+66
Holding in Top 10 Change %
+15.98%
% of All Funds
8.5%
New
354
Increased
749
Reduced
622
Closed
86
Calls
$54.8B
Puts
$121B
Net Calls
-$66.3B
Net Calls Change
-$20.9B
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
401
Regal Investment Advisors
Michigan
$12.7M +$12.7M +40,365 New
WAS
402
Winch Advisory Services
Wisconsin
$12.6M -$765K -2,439 -6%
IF
403
Intrua Financial
Texas
$12.6M +$616K +1,965 +5%
DBIA
404
Dumont & Blake Investment Advisors
New Jersey
$12.5M -$417K -1,329 -3%
OR
405
Olympiad Research
Connecticut
$12.5M +$3.23M +10,304 +35%
Prudential Financial
406
Prudential Financial
New Jersey
$12.5M -$18.4M -58,539 -60%
RA
407
Rational Advisors
New York
$12.4M +$8.41M +26,797 +208%
CWA
408
Clarity Wealth Advisors
California
$12.4M -$182K -580 -1%
OIA
409
OneDigital Investment Advisors
Kansas
$12.4M -$224K -713 -2%
KIA
410
KCM Investment Advisors
California
$12.3M +$915K +2,916 +8%
BWM
411
BCGM Wealth Management
Indiana
$12.3M +$12.3M +36,576 New
TWM
412
Tradition Wealth Management
Minnesota
$12.2M +$12.2M +38,954 New
ACM
413
Anfield Capital Management
California
$12.2M +$9.97M +31,770 +445%
RFN
414
RDA Financial Network
Iowa
$12.2M -$1.67M -5,317 -12%
CAGAS
415
Capital Advisory Group Advisory Services
Minnesota
$12.1M +$1.24M +3,949 +11%
PFA
416
Paradigm Financial Advisors
Missouri
$12.1M -$3.12M -9,956 -21%
CAG
417
Crestwood Advisors Group
Massachusetts
$12.1M -$601K -1,915 -5%
PWS
418
Private Wealth Strategies
Ohio
$12M +$2.1M +6,678 +21%
BRWA
419
B. Riley Wealth Advisors
Florida
$12M +$184K +587 +2%
GG
420
Greenwood Gearhart
Arkansas
$12M +$230K +733 +2%
CCFM
421
Clear Creek Financial Management
Washington
$12M +$12M +38,270 New
FFS
422
Founders Financial Securities
Maryland
$11.8M -$1.27M -4,033 -10%
WS
423
Wedbush Securities
California
$11.8M +$2.09M +6,661 +22%
GTAM
424
Global Trust Asset Management
Florida
$11.8M -$73.4K -234 -0.6%
LA
425
Latitude Advisors
Florida
$11.7M +$11.7M +37,374 New