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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 %
AFG
626
Affinia Financial Group
Massachusetts
$2.37M -$134K -702 -5%
CWP
627
CFM Wealth Partners
Texas
$2.35M +$253K +1,329 +12%
CWM
628
Cordatus Wealth Management
Pennsylvania
$2.35M +$637K +3,344 +37%
ACA
629
Ascension Capital Advisors
Texas
$2.34M +$2.12M +11,129 +964%
OMC
630
Overbrook Management Corp
New York
$2.34M -$1.16M -6,095 -33%
KM
631
Kalos Management
Georgia
$2.33M -$6.06M -27,939 -72%
EP
632
Eudaimonia Partners
Tennessee
$2.32M +$192K +1,011 +9%
MPPLM
633
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.31M +$1.34M +7,029 +138%
BOPW
634
Brandywine Oak Private Wealth
Pennsylvania
$2.3M +$407K +2,129 +21%
PWM
635
PRW Wealth Management
Massachusetts
$2.3M -$2.78M -14,597 -55%
NAM
636
North American Management
Massachusetts
$2.3M +$324K +1,702 +16%
PWSG
637
Pacific Wealth Strategies Group
California
$2.29M -$230K -1,206 -9%
IFG
638
Investors Financial Group
Minnesota
$2.29M +$168K +883 +8%
APWM
639
Atlas Private Wealth Management
New York
$2.28M -$61.1K -321 -3%
DWM
640
Destination Wealth Management
California
$2.27M -$5.52K -29 -0.2%
CAPTRUST Financial Advisors
641
CAPTRUST Financial Advisors
North Carolina
$2.26M -$260K -1,424 -10%
TW
642
Transform Wealth
Colorado
$2.25M +$2.25M +11,819 New
IIA
643
IPG Investment Advisors
California
$2.25M +$231K +1,211 +11%
CCG
644
Chatham Capital Group
Georgia
$2.23M +$908K +4,766 +68%
BUB
645
BBVA USA Bancshares
Texas
$2.23M +$4.57K +24 +0.2%
PCA
646
Personal Capital Advisors
California
$2.22M +$716K +3,782 +47%
ACP
647
Ashfield Capital Partners
California
$2.21M +$76.7K +403 +4%
VWM
648
Vigilare Wealth Management
Arizona
$2.2M +$302K +1,586 +16%
ZCM
649
Ziegler Capital Management
Illinois
$2.19M +$2.19M +11,500 New
BWA
650
Beam Wealth Advisors
Louisiana
$2.18M -$261K -1,369 -11%