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Invesco QQQ Trust

781 hedge funds and large institutions have $13.1B invested in Invesco QQQ Trust in 2016 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 257 increasing their positions, 268 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+65
Holders Change %
+9.08%
% of All Funds
20.87%
Holding in Top 10
97
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.99%
% of All Funds
2.59%
New
103
Increased
257
Reduced
268
Closed
29
Calls
$8.4B
Puts
$15.2B
Net Calls
-$6.78B
Net Calls Change
-$1.37B
Name Holding Trade Value Shares
Change
Shares
Change %
AW
501
ACG Wealth
Georgia
$519K -$558K -4,699 -52%
PWMAG
502
Pinnacle Wealth Management Advisory Group
New Jersey
$518K +$41K +345 +9%
RWA
503
RGT Wealth Advisors
Texas
$518K +$518K +4,360 New
LNC
504
Lincoln National Corp
Pennsylvania
$510K +$141K +1,191 +38%
WAM
505
Weatherly Asset Management
California
$505K +$123K +1,039 +32%
RG
506
Rikoon Group
New Mexico
$500K +$500K +4,219 New
WA1
507
Wimmer Associates 1
California
$495K
CFA
508
Carroll Financial Associates
North Carolina
$485K +$42.7K +360 +10%
FEG
509
Financial Enhancement Group
Indiana
$480K -$40.7K -343 -8%
PAG
510
Pinnacle Advisory Group
Maryland
$473K +$473K +4,031 New
FPCP
511
Fort Point Capital Partners
California
$470K -$457K -3,846 -49%
BDF
512
Balasa Dinverno & Foltz
$469K
AP
513
Advisors Preferred
Maryland
$463K -$1.4M -11,800 -75%
RCM
514
RNC Capital Management
California
$463K -$67.4K -568 -13%
IIM
515
Ipswich Investment Management
Massachusetts
$462K -$29.7K -250 -6%
LNB
516
Ledyard National Bank
$459K -$8.77K -74 -2%
BFPW
517
BOK Financial Private Wealth
Colorado
$457K +$457K +3,850 New
VWA
518
V Wealth Advisors
Kansas
$455K -$358K -3,002 -44%
HCM
519
Hengehold Capital Management
Ohio
$454K +$29.5K +248 +7%
MCM
520
Maryland Capital Management
Maryland
$452K +$23.7K +200 +6%
Koshinski Asset Management
521
Koshinski Asset Management
Illinois
$451K +$154K +1,302 +52%
AFIA
522
America First Investment Advisors
Nebraska
$449K -$27.1K -228 -6%
Franklin Resources
523
Franklin Resources
California
$448K
BUB
524
BBVA USA Bancshares
Texas
$446K
FWM
525
Focused Wealth Management
New York
$446K +$5.93K +50 +1%