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Invesco QQQ Trust

1,987 hedge funds and large institutions have $77.6B invested in Invesco QQQ Trust in 2021 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 866 increasing their positions, 647 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+51
Holders Change %
+2.63%
% of All Funds
34.69%
Holding in Top 10
452
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+5.85%
% of All Funds
7.89%
New
185
Increased
866
Reduced
647
Closed
108
Calls
$66.2B
Puts
$143B
Net Calls
-$76.4B
Net Calls Change
+$8.09B
Name Holding Trade Value Shares
Change
Shares
Change %
MSFS
426
Main Street Financial Solutions
Pennsylvania
$12.1M +$415K +1,171 +4%
TPCW
427
TD Private Client Wealth
New York
$12.1M +$1.64M +4,636 +16%
HA
428
HYA Advisors
Missouri
$12M +$258K +729 +2%
VAG
429
VisionPoint Advisory Group
Texas
$12M +$4.99M +14,092 +71%
SW
430
SVB Wealth
Massachusetts
$12M +$786K +2,218 +7%
TWM
431
Trinity Wealth Management
Pennsylvania
$12M -$107K -302 -0.9%
AWM
432
Affinity Wealth Management
Delaware
$12M -$18.5M -51,245 -61%
OPW
433
Oxler Private Wealth
New York
$11.9M +$331K +935 +3%
AFAS
434
Acorn Financial Advisory Services
Virginia
$11.9M -$317K -893 -3%
TCM
435
Traynor Capital Management
Pennsylvania
$11.9M +$370K +1,033 +3%
SSW
436
Smith Shellnut Wilson
Mississippi
$11.8M -$183K -515 -2%
SF
437
Synovus Financial
Georgia
$11.8M +$7.24M +20,412 +158%
MFS
438
Madrona Financial Services
Washington
$11.8M +$129K +365 +1%
LA
439
Latitude Advisors
Florida
$11.8M +$8.96M +25,283 +316%
TF
440
TIAA FSB
Florida
$11.8M -$134K -378 -1%
CCP
441
Cardan Capital Partners
Colorado
$11.7M -$4.16M -11,751 -26%
BHWM
442
Bar Harbor Wealth Management
New Hampshire
$11.7M +$131K +369 +1%
AF
443
Apexium Financial
Texas
$11.6M +$394K +1,115 +4%
PFO
444
Pathstone Family Office
New Jersey
$11.6M +$8.51K +24 +0.1%
CA
445
Calton & Associates
Florida
$11.5M -$933K -2,631 -7%
PWSG
446
Pacific Wealth Strategies Group
California
$11.5M +$279K +786 +2%
BHB
447
Bank Hapoalim BM
Israel
$11.4M +$869K +2,452 +8%
FAM
448
Flaharty Asset Management
Florida
$11.4M +$748K +2,111 +7%
EC
449
Estate Counselors
Wisconsin
$11.4M +$2.61M +7,355 +30%
WCM
450
Washburn Capital Management
Florida
$11.4M -$3.29M -9,292 -22%