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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 %
PWM
551
Peterson Wealth Management
Nevada
$10.5M +$306K +768 +3%
NCM
552
Next Capital Management
New York
$10.5M +$671K +1,686 +7%
FHA
553
Flagship Harbor Advisors
Massachusetts
$10.5M -$329K -827 -3%
PFM
554
Peak Financial Management
Massachusetts
$10.4M -$464K -1,167 -4%
TVAMP
555
Tennessee Valley Asset Management Partners
Tennessee
$10.4M +$57.3K +144 +0.6%
IFWM
556
Institute for Wealth Management
Colorado
$10.4M -$717K -1,803 -6%
RFN
557
RDA Financial Network
Iowa
$10.3M -$481K -1,208 -4%
WHAM
558
Windmill Hill Asset Management
United Kingdom
$10.3M +$10.3M +25,874 New
Betterment LLC
559
Betterment LLC
New York
$10.3M +$1.07M +2,691 +12%
3F
560
360 Financial
Minnesota
$10.3M -$533K -1,340 -5%
HA
561
HFG Advisors
Ohio
$10.2M +$10.2M +25,757 New
MSU
562
Mizuho Securities USA
New York
$10.1M +$2.08M +5,228 +26%
SSB
563
Sandy Spring Bank
Maryland
$10.1M -$48.1K -121 -0.5%
TAM
564
Townsend Asset Management
North Carolina
$10M +$105K +263 +1%
DIP
565
DT Investment Partners
Pennsylvania
$9.96M -$928K -2,332 -9%
YAVAPFMC
566
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$9.95M
CCM
567
Coldstream Capital Management
Washington
$9.92M -$688K -1,728 -6%
MGIA
568
Moneta Group Investment Advisors
Missouri
$9.92M -$330K -829 -3%
PWMAG
569
Pinnacle Wealth Management Advisory Group
New Jersey
$9.88M +$488K +1,226 +5%
IMF
570
Infini Master Fund
Hong Kong
$9.86M +$3.1M +7,780 +46%
ICM
571
Infini Capital Management
Hong Kong
$9.86M +$3.1M +7,780 +46%
RIA
572
Realta Investment Advisors
Delaware
$9.85M -$884K -2,222 -8%
WAM
573
WealthTrust Asset Management
Florida
$9.84M +$402K +1,011 +4%
BWP
574
Bernardo Wealth Planning
Pennsylvania
$9.83M +$331K +833 +3%
KL
575
KilterHowling LLC
Colorado
$9.8M +$9.8M +24,639 New