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Invesco QQQ Trust

540 hedge funds and large institutions have $15.2B invested in Invesco QQQ Trust in 2014 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 193 increasing their positions, 173 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+8
Holders Change %
+1.5%
% of All Funds
15.61%
Holding in Top 10
72
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.46%
% of All Funds
2.08%
New
70
Increased
193
Reduced
173
Closed
56
Calls
$7.58B
Puts
$7.59B
Net Calls
-$13.8M
Net Calls Change
+$681M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
501
Smithfield Trust
Pennsylvania
$34K
CFA
502
CT Financial Advisors
Pennsylvania
$32.8K +$32.8K +311 New
1IC
503
1919 Investment Counsel
Maryland
$29K -$19.8K -223 -41%
ECM
504
Exchange Capital Management
Michigan
$28K +$28K +315 New
VCM
505
Vigilant Capital Management
Maine
$26K
BAM
506
Barrett Asset Management
New York
$25K
MIM
507
Macroview Investment Management
Maryland
$23K -$30.1K -340 -57%
JFGIW
508
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K +$23K +261 New
1832 Asset Management
509
1832 Asset Management
Ontario, Canada
$22K +$22K +250 New
JAM
510
JCIC Asset Management
Ontario, Canada
$20K
KTC
511
Kistler-Tiffany Companies
Pennsylvania
$19K
BRWM
512
B. Riley Wealth Management
Tennessee
$19K +$19K +212 New
CAW
513
Cornerstone Advisors (Washington)
Washington
$18K
HI
514
Hudock Inc
Pennsylvania
$18K
AssetMark Inc
515
AssetMark Inc
California
$17K -$78M -898,741 -100%
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$15.8K
EWM
517
Elite Wealth Management
Washington
$15K +$4.85K +55 +48%
PIM
518
Parasol Investment Management
Illinois
$13K
WA
519
Winfield Associates
Ohio
$13K +$13K +150 New
HRIA
520
Haberer Registered Investment Advisor
Ohio
$12K +$86 +1 +0.7%
AUB
521
Atlantic Union Bankshares
Virginia
$12K +$12K +150 New
Manulife (Manufacturers Life Insurance)
522
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3K +$5.14K +58,625 +84%
LWM
523
Lenox Wealth Management
Ohio
$11K
AWM
524
Avior Wealth Management
Nebraska
$11K +$11K +128 New
AFIA
525
America First Investment Advisors
Nebraska
$9K