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Invesco QQQ Trust

1,097 hedge funds and large institutions have $24.6B invested in Invesco QQQ Trust in 2018 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 455 increasing their positions, 359 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,097
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
25.18%
Holding in Top 10
187
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.53%
% of All Funds
4.29%
New
119
Increased
455
Reduced
359
Closed
89
Calls
$19.7B
Puts
$54B
Net Calls
-$34.3B
Net Calls Change
-$7.91B
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
601
SNS Financial Group
Minnesota
$886K +$57.1K +357 +7%
WPC
602
Waters Parkerson & Co
Louisiana
$881K -$14.9K -93 -2%
CFA
603
Carroll Financial Associates
North Carolina
$867K -$34.7K -217 -4%
SWM
604
Stockman Wealth Management
Montana
$867K +$497K +3,100 +134%
LIM
605
Leavell Investment Management
Alabama
$865K
IAMOG
606
Investors Asset Management of Georgia
Georgia
$852K -$16K -100 -2%
TFA
607
Toth Financial Advisory
Virginia
$841K +$14.9K +93 +2%
WWM
608
Wagner Wealth Management
South Carolina
$838K +$242K +1,513 +41%
PSF
609
Pacific Sun Financial
California
$836K +$836K +5,222 New
EWM
610
Evercore Wealth Management
New York
$830K -$16.5K -103 -2%
UAS
611
United Asset Strategies
New York
$830K +$13.6K +85 +2%
BCFS
612
Butensky & Cohen Financial Security
Florida
$829K -$566K -3,538 -41%
CWM
613
Circle Wealth Management
New Jersey
$822K +$160 +1 +0%
JFA
614
Johanson Financial Advisors
California
$819K -$34.8K -217 -4%
TD Asset Management
615
TD Asset Management
Ontario, Canada
$819K +$36.8K +230 +5%
WLIM
616
White Lighthouse Investment Management
Massachusetts
$810K +$59.3K +370 +8%
UFF
617
USA Financial Formulas
Michigan
$810K +$551K +3,441 +213%
HW
618
Hancock Whitney
Mississippi
$809K +$96.1K +600 +13%
BW
619
Bison Wealth
Georgia
$807K +$132K +823 +20%
SWM
620
Sequoia Wealth Management
Illinois
$806K +$85.8K +535 +12%
PPSG
621
Princeton Portfolio Strategies Group
New Jersey
$805K -$17.1K -107 -2%
TI
622
Telemetry Investments
New York
$801K +$801K +5,000 New
First Manhattan
623
First Manhattan
New York
$799K +$365K +2,280 +84%
SBA
624
Secrest Blakey & Associates
North Carolina
$798K +$302K +1,881 +61%
CAN
625
Claraphi Advisory Network
United States
$797K -$29.2K -182 -4%