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Invesco QQQ Trust

647 hedge funds and large institutions have $13.5B invested in Invesco QQQ Trust in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 254 increasing their positions, 204 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-16
Holders Change %
-2.41%
% of All Funds
17.26%
Holding in Top 10
86
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-13.13%
% of All Funds
2.29%
New
63
Increased
254
Reduced
204
Closed
74
Calls
$6.09B
Puts
$8.21B
Net Calls
-$2.13B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
601
Burt Wealth Advisors
Maryland
$52K
TF
602
Tompkins Financial
New York
$50K
FM
603
Forward Management
California
$50K +$7.14K +67 +17%
DSC
604
Duncker Streett & Co
Missouri
$49K
ACS
605
Archford Capital Strategies
Illinois
$45.4K
MBT
606
Monroe Bank & Trust
Michigan
$42K
CWM
607
Cranbrook Wealth Management
Michigan
$41K
HR
608
Howe & Rusling
New York
$36K
SEI Investments
609
SEI Investments
Pennsylvania
$35K +$35K +323 New
PCTC
610
Perkins Coie Trust Company
Washington
$33K +$33K +313 New
CFA
611
CT Financial Advisors
Pennsylvania
$32.8K
VCM
612
Vigilant Capital Management
Maine
$32K -$26.7K -250 -45%
BAM
613
Barrett Asset Management
New York
$30K
JFGIW
614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K
PFG
615
Piershale Financial Group
Illinois
$26K -$14.2M -136,971 -100%
1832 Asset Management
616
1832 Asset Management
Ontario, Canada
$26K
JAM
617
JCIC Asset Management
Ontario, Canada
$24K
ST
618
Spot Trading
Illinois
$21K +$21K +203 New
LWM
619
Lenox Wealth Management
Ohio
$20K -$7.38K -69 -27%
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$18.3K +$9.82K +93 +116%
AWM
621
AllSquare Wealth Management
New York
$18K +$17.8K +168 +8,400%
ZB
622
Zions Bancorporation
Utah
$18K +$18K +175 New
WA
623
Winfield Associates
Ohio
$16K
PIM
624
Parasol Investment Management
Illinois
$16K
HRIA
625
Haberer Registered Investment Advisor
Ohio
$15K