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Invesco QQQ Trust

1,936 hedge funds and large institutions have $72.3B invested in Invesco QQQ Trust in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 723 increasing their positions, 791 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,936
Holders Change
+8
Holders Change %
+0.41%
% of All Funds
34.09%
Holding in Top 10
427
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-10.86%
% of All Funds
7.52%
New
174
Increased
723
Reduced
791
Closed
135
Calls
$58.4B
Puts
$143B
Net Calls
-$84.5B
Net Calls Change
-$18.2B
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
626
Personal Capital Advisors
California
$5.3M -$476K -1,492 -8%
HFS
627
Howard Financial Services
Texas
$5.3M -$18.2K -57 -0.3%
HIC
628
Holderness Investments Company
North Carolina
$5.29M -$117K -366 -2%
SFA
629
Source Financial Advisors
New York
$5.29M -$47.2K -148 -0.9%
RG
630
Retirement Group
California
$5.24M +$130K +406 +3%
ATPW
631
Ashton Thomas Private Wealth
Arizona
$5.21M +$4.03M +12,615 +341%
OPWM
632
Oxinas Partners Wealth Management
Indiana
$5.18M +$175K +547 +3%
SAF
633
Smith Anglin Financial
Texas
$5.16M +$1.86M +5,837 +57%
PR
634
Payden & Rygel
California
$5.11M +$5.11M +16,000 New
SFG
635
StrategIQ Financial Group
Indiana
$5.08M +$136K +426 +3%
FP
636
Financial Perspectives
Minnesota
$5.07M +$5.06M +1,613,079 +31,810%
HB
637
Homrich & Berg
Georgia
$4.99M -$3.32M -10,404 -40%
BDS
638
Banco de Sabadell
Florida
$4.99M -$1.98M -6,250 -28%
MWA
639
MFA Wealth Advisors
Pennsylvania
$4.94M +$4.94M +15,455 New
SWM
640
Strategic Wealth Management
Washington
$4.92M +$2.13M +6,663 +76%
CCG
641
Chatham Capital Group
Georgia
$4.92M +$424K +1,330 +9%
DOA
642
D'Orazio & Associates
Virginia
$4.89M +$348K +1,089 +8%
DWP
643
Destiny Wealth Partners
Florida
$4.88M -$92.5K -290 -2%
FPW
644
Flagship Private Wealth
Massachusetts
$4.87M +$555K +1,677 +13%
TFA
645
Toth Financial Advisory
Virginia
$4.85M -$940K -2,947 -16%
GAM
646
Grandview Asset Management
Pennsylvania
$4.85M +$1.17M +3,671 +32%
BOPW
647
Brandywine Oak Private Wealth
Pennsylvania
$4.84M -$34.5K -108 -0.7%
ACM
648
AlphaStar Capital Management
North Carolina
$4.84M -$2.44M -7,625 -34%
FNBOO
649
First National Bank of Omaha
Nebraska
$4.83M +$111K +347 +2%
FAG
650
Financial Advisory Group
Texas
$4.82M -$37.3K -117 -0.8%