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Invesco QQQ Trust

925 hedge funds and large institutions have $22.2B invested in Invesco QQQ Trust in 2017 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 362 increasing their positions, 326 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+8
Holders Change %
+0.87%
% of All Funds
23.1%
Holding in Top 10
147
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.34%
% of All Funds
3.67%
New
81
Increased
362
Reduced
326
Closed
64
Calls
$14.8B
Puts
$38.4B
Net Calls
-$23.5B
Net Calls Change
+$5.32B
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
576
Personal Capital Advisors
California
$627K -$3.78K -26 -0.6%
KC
577
Kingfisher Capital
North Carolina
$620K +$1.46K +10 +0.2%
FWM
578
Focused Wealth Management
New York
$615K +$232K +1,597 +61%
Fiera Capital (Canada)
579
Fiera Capital (Canada)
Quebec, Canada
$605K -$291K -1,998 -32%
BW
580
Bison Wealth
Georgia
$596K +$15.3K +105 +3%
BUB
581
BBVA USA Bancshares
Texas
$588K
AAS
582
Annex Advisory Services
Wisconsin
$586K -$3.78K -26 -0.6%
AFIA
583
America First Investment Advisors
Nebraska
$580K +$565K +3,885 +3,885%
BDF
584
Balasa Dinverno & Foltz
$575K
AF
585
Alerus Financial
North Dakota
$573K +$573K +3,939 New
DWM
586
Darwin Wealth Management
Florida
$568K +$163K +1,120 +40%
IFAM
587
Institutional & Family Asset Management
Colorado
$563K +$563K +3,871 New
KTA
588
Keeley-Teton Advisors
Illinois
$559K +$582 +4 +0.1%
DWM
589
Doyle Wealth Management
Florida
$555K +$145 +1 +0%
Luther King Capital Management (LKCM)
590
Luther King Capital Management (LKCM)
Texas
$555K +$207K +1,425 +60%
CSA
591
Cottage Street Advisors
Massachusetts
$549K -$4.37K -30 -0.8%
FF
592
Friedenthal Financial
New Jersey
$547K +$547K +3,763 New
MWM
593
Modera Wealth Management
New Jersey
$546K +$546K +3,755 New
NVCHI
594
New Vernon Capital Holdings II
New Jersey
$541K +$20.5K +141 +4%
SAM
595
Silvercrest Asset Management
New York
$538K -$6.4K -44 -1%
BJL
596
Brighton Jones LLC
Washington
$535K +$535K +3,680 New
RMAM
597
Raab & Moskowitz Asset Management
New Jersey
$531K
WP
598
WMS Partners
Maryland
$531K +$145 +1 +0%
MAS
599
Managed Account Services
Florida
$528K +$1.02K +7 +0.2%
TDC
600
Thompson Davis & Co
Virginia
$526K +$1.31K +9 +0.2%