QQQ icon

Invesco QQQ Trust

2,319 hedge funds and large institutions have $87.8B invested in Invesco QQQ Trust in 2022 Q1 according to their latest regulatory filings, with 195 funds opening new positions, 921 increasing their positions, 916 reducing their positions, and 218 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,319
Holders Change
-54
Holders Change %
-2.28%
% of All Funds
36.7%
Holding in Top 10
522
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-6.95%
% of All Funds
8.26%
New
195
Increased
921
Reduced
916
Closed
218
Calls
$77.7B
Puts
$171B
Net Calls
-$93.7B
Net Calls Change
-$6.35B
Name Holding Trade Value Shares
Change
Shares
Change %
PCWA
476
Pacific Capital Wealth Advisors
California
$12.7M +$1.74M +4,798 +16%
FGG
477
Financial Guidance Group
Florida
$12.7M +$12.7M +35,029 New
PWSG
478
Pacific Wealth Strategies Group
California
$12.7M +$69.6K +192 +0.6%
DC
479
Davenport & Co
Virginia
$12.6M -$735K -2,027 -5%
AFP
480
Ausdal Financial Partners
Iowa
$12.6M -$5.23M -14,432 -29%
SFS
481
Sowell Financial Services
Arkansas
$12.6M -$46.6M -135,943 -79%
SF
482
Synovus Financial
Georgia
$12.6M +$953K +2,629 +8%
ECM
483
Evergreen Capital Management
Washington
$12.6M +$166K +459 +1%
AC
484
AlphaCore Capital
California
$12.5M +$2.16M +5,966 +21%
Daiwa Securities Group
485
Daiwa Securities Group
Japan
$12.4M -$7.94M -21,900 -39%
CFC
486
Coyle Financial Counsel
Illinois
$12.4M -$1.07M -2,948 -8%
WAM
487
WNY Asset Management
New York
$12.4M +$2.39M +6,588 +24%
BHWM
488
Bar Harbor Wealth Management
New Hampshire
$12.4M -$243K -671 -2%
EP
489
Eudaimonia Partners
Tennessee
$12.4M +$12.4M +34,082 New
BCP
490
Berkeley Capital Partners
Georgia
$12.3M +$578K +1,595 +5%
AIP
491
Almanack Investment Partners
Pennsylvania
$12.3M -$2.28M -6,294 -16%
CGFA
492
Colton Groome Financial Advisors
North Carolina
$12.2M +$305K +840 +3%
EIP
493
Ellis Investment Partners
Pennsylvania
$12.1M -$180K -497 -1%
AFAS
494
Acorn Financial Advisory Services
Virginia
$12.1M +$124K +341 +1%
PPA
495
Parametric Portfolio Associates
Washington
$12.1M +$3.19M +8,787 +36%
TCM
496
Traynor Capital Management
Pennsylvania
$12M -$386K -1,064 -3%
ACI
497
Alpha Cubed Investments
California
$12M +$1.82M +5,024 +18%
TA
498
TruWealth Advisors
Louisiana
$12M -$10.8M -29,683 -47%
VCM
499
Virtue Capital Management
Tennessee
$12M +$450K +1,240 +4%
AFC
500
Adaptive Financial Consulting
Ohio
$11.9M +$235K +648 +2%