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Invesco QQQ Trust
QQQ

Overview Fund Activity

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

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$837M
2
Wells Fargo
Wells Fargo
California
+$752M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$531M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
+$474M
5
Citigroup
Citigroup
New York
+$426M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.36B
2
Blackstone Inc
Blackstone Inc
New York
-$1.88B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.21B
4
Goldman Sachs
Goldman Sachs
New York
-$674M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$642M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
476
Buckingham Strategic Wealth
Missouri
$10.2M +$356K +1,005 +4%
PRWA
477
Platte River Wealth Advisors
Colorado
$10.2M +$548K +1,547 +6%
MA
478
Modus Advisors
Minnesota
$10.2M -$321K -907 -3%
EIA
479
Eldridge Investment Advisors
New Hampshire
$10.1M -$135K -382 -1%
EWA
480
EP Wealth Advisors
California
$10.1M +$10.1M +28,407 New
AWM
481
Avondale Wealth Management
Texas
$10M -$1.13M -3,199 -10%
TWM
482
Titus Wealth Management
California
$9.96M +$130K +367 +1%
RFN
483
RDA Financial Network
Iowa
$9.84M -$3.24M -9,155 -25%
BP
484
Ballentine Partners
Massachusetts
$9.79M -$2.14M -6,040 -18%
TCM
485
Telos Capital Management
California
$9.79M -$98.2K -277 -1%
EWM
486
Empirical Wealth Management
Washington
$9.69M +$4.71M +13,296 +95%
DIP
487
DT Investment Partners
Pennsylvania
$9.67M – – –
PWM
488
Pacific Wealth Management
California
$9.65M -$311K -877 -3%
PFM
489
Peak Financial Management
Massachusetts
$9.65M -$22.3K -63 -0.2%
FHA
490
Flagship Harbor Advisors
Massachusetts
$9.61M +$1.59M +4,479 +20%
PWAG
491
Polaris Wealth Advisory Group
California
$9.53M +$8.81M +24,843 +1,214%
CP
492
Capital Planning
Washington
$9.51M +$9.51M +26,830 New
ACM
493
Ategra Capital Management
Virginia
$9.47M +$38.3K +108 +0.4%
CCFM
494
Clear Creek Financial Management
Washington
$9.45M +$9.45M +26,669 New
AS
495
Altshuler Shaham
Israel
$9.39M +$6.96M +19,693 +287%
ACI
496
Alpha Cubed Investments
California
$9.32M +$1.57M +4,430 +20%
PWMAG
497
Pinnacle Wealth Management Advisory Group
New Jersey
$9.28M +$383K +1,081 +4%
SSB
498
Sandy Spring Bank
Maryland
$9.26M -$3.12M -8,807 -25%
OCM
499
One Capital Management
California
$9.24M -$1.33M -3,746 -13%
RIA
500
Realta Investment Advisors
Delaware
$9.24M +$1.29M +3,628 +16%
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