QQQ icon

Invesco QQQ Trust

886 hedge funds and large institutions have $16.5B invested in Invesco QQQ Trust in 2017 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 312 increasing their positions, 298 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+38
Holders Change %
+4.48%
% of All Funds
22.09%
Holding in Top 10
139
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.73%
% of All Funds
3.47%
New
98
Increased
312
Reduced
298
Closed
50
Calls
$12.8B
Puts
$18B
Net Calls
-$5.27B
Net Calls Change
+$3.03B
Name Holding Trade Value Shares
Change
Shares
Change %
IPC
651
Independent Portfolio Consultants
Florida
$356K +$79.4K +600 +29%
NCM
652
Noesis Capital Mangement
Florida
$356K +$130K +979 +57%
LNWWM
653
Laird Norton Wetherby Wealth Management
California
$351K -$96.9K -731 -22%
SCG
654
Sonata Capital Group
Washington
$351K
AAS
655
Annex Advisory Services
Wisconsin
$350K -$4.37K -33 -1%
SCM
656
Southport Capital Management
Tennessee
$348K +$6.49K +49 +2%
SFWA
657
Summit Financial Wealth Advisors
Louisiana
$344K -$28.8K -217 -8%
UBWV
658
United Bank (West Virginia)
West Virginia
$344K
AA
659
Ancora Advisors
Ohio
$344K
Luther King Capital Management (LKCM)
660
Luther King Capital Management (LKCM)
Texas
$337K -$84.6K -638 -20%
SIC
661
Sigma Investment Counselors
Michigan
$336K
BC
662
Burney Company
Virginia
$331K
FA
663
FCG Advisors
New Jersey
$331K +$331K +2,881 New
GMA
664
Goldstein Munger & Associates
California
$330K
HL
665
HeadInvest LLC
Maine
$329K
CFSG
666
Community Financial Services Group
Vermont
$328K
BFS
667
Bradley Foster & Sargent
Connecticut
$328K +$328K +2,480 New
FHA
668
First Horizon Advisors
Tennessee
$326K -$64.3K -476 -16%
Fayez Sarofim & Co
669
Fayez Sarofim & Co
Texas
$324K
CFB
670
Cullen/Frost Bankers
Texas
$322K -$13.2K -100 -4%
WCWM
671
Wooster Corthell Wealth Management
Connecticut
$322K
ID
672
Integral Derivatives
New York
$319K +$319K +2,407 New
FCBT
673
First Citizens Bank & Trust
North Carolina
$318K -$88.8K -670 -22%
NSIM
674
North Star Investment Management
Illinois
$318K -$60.9K -460 -16%
WAS
675
Winch Advisory Services
Wisconsin
$317K +$317K +2,397 New