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Invesco QQQ Trust

1,549 hedge funds and large institutions have $37.2B invested in Invesco QQQ Trust in 2020 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 682 increasing their positions, 513 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,549
Holders Change
+41
Holders Change %
+2.72%
% of All Funds
34.22%
Holding in Top 10
322
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+18.38%
% of All Funds
7.11%
New
192
Increased
682
Reduced
513
Closed
131
Calls
$33B
Puts
$47.1B
Net Calls
-$14.1B
Net Calls Change
+$10.6B
Name Holding Trade Value Shares
Change
Shares
Change %
APP
601
Avantax Planning Partners
Iowa
$2.67M +$337K +1,771 +14%
GWMIA
602
Global Wealth Management Investment Advisory
Florida
$2.67M -$149K -782 -5%
ET
603
Equitable Trust
Tennessee
$2.67M +$246K +1,290 +10%
9WM
604
9258 Wealth Management
Ohio
$2.66M -$23.5K -109 -0.9%
PFO
605
Pathstone Family Office
New Jersey
$2.63M +$2.61M +13,711 +11,426%
BAC
606
Boys Arnold & Co
North Carolina
$2.62M +$779K +4,090 +42%
MOS
607
MGO One Seven
Ohio
$2.62M +$1.69M +8,868 +181%
EWM
608
Executive Wealth Management
Michigan
$2.6M -$46.5K -244 -2%
PPSG
609
Princeton Portfolio Strategies Group
New Jersey
$2.6M +$960K +5,042 +59%
ACP
610
Aveo Capital Partners
Colorado
$2.59M -$275K -1,443 -10%
CCFM
611
Clear Creek Financial Management
Washington
$2.58M +$79.9K +375 +3%
SS
612
Sunbelt Securities
Texas
$2.55M -$847K -4,428 -25%
HFA
613
High Falls Advisors
New York
$2.55M -$63K -331 -2%
PCMC
614
Private Capital Management (Colorado)
Colorado
$2.53M -$19.8K -104 -0.8%
FNBT
615
FineMark National Bank & Trust
Florida
$2.53M +$263K +1,379 +12%
LA
616
Legacy Advisors
Pennsylvania
$2.5M +$67.2K +353 +3%
AC
617
Abbrea Capital
California
$2.49M +$19.1K +100 +0.8%
WC
618
Waterloo Capital
Texas
$2.49M +$2.49M +13,049 New
NP
619
NorthRock Partners
Minnesota
$2.48M -$277K -1,455 -10%
EWA
620
Exencial Wealth Advisors
Oklahoma
$2.47M +$1.84M +9,661 +290%
KFC
621
Klingenstein Fields & Co
New York
$2.44M -$61.9K -325 -2%
SWAG
622
Spectrum Wealth Advisory Group
California
$2.43M +$885K +4,646 +57%
AA
623
Apriem Advisors
California
$2.43M +$133K +699 +6%
CFA
624
Carroll Financial Associates
North Carolina
$2.42M +$1.23M +6,482 +104%
CRWM
625
Castle Rock Wealth Management
California
$2.38M +$1.63M +7,338 +217%