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Invesco QQQ Trust

2,373 hedge funds and large institutions have $91.9B invested in Invesco QQQ Trust in 2021 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 919 increasing their positions, 671 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,373
Holders Change
+359
Holders Change %
+17.83%
% of All Funds
36.65%
Holding in Top 10
561
Holding in Top 10 Change
+101
Holding in Top 10 Change %
+21.96%
% of All Funds
8.66%
New
494
Increased
919
Reduced
671
Closed
95
Calls
$77.4B
Puts
$165B
Net Calls
-$87.3B
Net Calls Change
-$4.21B
Name Holding Trade Value Shares
Change
Shares
Change %
TF
501
TIAA FSB
Florida
$12.7M -$201K -505 -2%
DIM
502
Delta Investment Management
California
$12.7M +$4.86M +12,212 +62%
DOA
503
D'Orazio & Associates
Virginia
$12.7M +$1.7M +4,279 +15%
AFG
504
Albion Financial Group
Utah
$12.7M +$3.39M +8,519 +36%
PA
505
Prism Advisors
California
$12.7M -$1.25M -3,144 -9%
VCM
506
Virtue Capital Management
Tennessee
$12.6M +$3.52M +8,850 +39%
TCA
507
Transcend Capital Advisors
New Jersey
$12.5M -$30.6K -77 -0.2%
EWM
508
Elite Wealth Management
Washington
$12.5M +$12.5M +31,357 New
EF
509
Empirical Finance
Pennsylvania
$12.5M
HA
510
HYA Advisors
Missouri
$12.4M -$379K -953 -3%
CAG
511
Crestwood Advisors Group
Massachusetts
$12.2M -$637K -1,601 -5%
CIC
512
Carnegie Investment Counsel
Ohio
$12.2M +$412K +1,035 +3%
EDRH
513
Edmond de Rothschild Holding
Switzerland
$12.1M +$4.17M +10,486 +52%
PCWA
514
Pacific Capital Wealth Advisors
California
$12M +$2.8M +7,029 +30%
PWM
515
Pacific Wealth Management
California
$12M -$56.9K -143 -0.5%
TWM
516
Titus Wealth Management
California
$12M +$120K +302 +1%
BIM
517
Bullseye Investment Management
Ohio
$12M +$12M +30,124 New
MCM
518
Maryland Capital Management
Maryland
$11.9M -$107K -268 -0.9%
HI
519
Horizon Investments
North Carolina
$11.8M -$190M -477,890 -94%
VCM
520
Verde Capital Management
Michigan
$11.8M -$9.75M -24,498 -45%
PWP
521
Private Wealth Partners
California
$11.7M +$122K +306 +1%
AWM
522
Affinity Wealth Management
Delaware
$11.6M -$638K -1,727 -5%
BBA
523
Braun-Bostich & Associates
Pennsylvania
$11.6M +$9.48M +25,681 +447%
SHA
524
Seneca House Advisors
Virginia
$11.6M -$78.8K -198 -0.7%
CFS
525
CRA Financial Services
New Jersey
$11.6M +$538K +1,352 +5%