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Invesco QQQ Trust

1,079 hedge funds and large institutions have $24.1B invested in Invesco QQQ Trust in 2017 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 345 increasing their positions, 357 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+154
Holders Change %
+16.65%
% of All Funds
24.51%
Holding in Top 10
188
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+27.89%
% of All Funds
4.27%
New
216
Increased
345
Reduced
357
Closed
54
Calls
$15.9B
Puts
$42.3B
Net Calls
-$26.4B
Net Calls Change
-$2.85B
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
626
Wealthspire Advisors (Maryland)
Maryland
$750K
GBBWRPM
627
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$749K +$521K +3,074 +229%
OCM
628
Orser Capital Management
Texas
$747K +$747K +4,520 New
GLA
629
Great Lakes Advisors
Illinois
$745K -$28K -180 -4%
MMHP
630
Murphy Middleton Hinkle & Parker
Georgia
$740K +$740K +4,750 New
FCT
631
Family Capital Trust
Massachusetts
$738K -$14.6K -94 -2%
OAM
632
Oppenheimer Asset Management
New York
$738K
AMG
633
Asset Management Group
Connecticut
$737K +$1.56K +10 +0.2%
FT
634
Fiduciary Trust
Massachusetts
$734K -$25.3K -162 -3%
SWM
635
Sequoia Wealth Management
Illinois
$730K +$730K +4,491 New
WLIM
636
White Lighthouse Investment Management
Massachusetts
$730K +$730K +4,688 New
MWAC
637
Mariner Wealth Advisors (Cincinnati)
Ohio
$729K -$74.6K -479 -9%
CL
638
CPWM LLC
Washington
$726K -$264K -1,696 -27%
PP
639
Patten & Patten
Tennessee
$725K -$7.79K -50 -1%
DPI
640
Diversified Portfolios Inc
Michigan
$721K -$39.4K -253 -5%
BFC
641
Blue Fin Capital
Rhode Island
$715K -$20.2K -130 -3%
BHWM
642
Bar Harbor Wealth Management
New Hampshire
$710K +$5.45K +35 +0.8%
AIA
643
Avalon Investment & Advisory
Texas
$701K -$77.9K -500 -10%
SF
644
Synovus Financial
Georgia
$701K -$30K -192 -4%
SIAS
645
Shine Investment Advisory Services
Colorado
$697K -$664K
BII
646
Bainco International Investors
Massachusetts
$695K +$695K +4,350 New
HW
647
Hancock Whitney
Mississippi
$693K -$9.34K -60 -1%
RMC
648
Regis Management Company
California
$693K
EFS
649
Essex Financial Services
Connecticut
$689K
CHJWM
650
Carlton Hofferkamp & Jenks Wealth Management
Texas
$684K +$7.78K +50 +1%