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Invesco QQQ Trust

1,238 hedge funds and large institutions have $28.9B invested in Invesco QQQ Trust in 2019 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 455 increasing their positions, 426 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,238
Holders Change
+48
Holders Change %
+4.03%
% of All Funds
26.84%
Holding in Top 10
205
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.49%
% of All Funds
4.44%
New
153
Increased
455
Reduced
426
Closed
90
Calls
$36.9B
Puts
$52.8B
Net Calls
-$15.9B
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Shares
Change %
PPP
676
Private Portfolio Partners
New Jersey
$1.01M +$3.6K +20 +0.4%
OFG
677
Omega Financial Group
California
$1.01M +$543K +3,021 +117%
FFA
678
First Foundation Advisors
California
$1.01M +$30.6K +170 +3%
BW
679
Bison Wealth
Georgia
$994K +$94.1K +524 +10%
HFA
680
Hoover Financial Advisors
Pennsylvania
$991K -$9.88K -55 -1%
DP
681
Denver PWM
Colorado
$982K -$181K -983 -16%
VBFP
682
Valtinson Bruner Financial Planning
Minnesota
$974K
KFGK
683
Keystone Financial Group (Kentucky)
Kentucky
$973K +$313K +1,745 +48%
ECA
684
Elevated Capital Advisors
Utah
$970K +$970K +4,630 New
APC
685
Aspire Private Capital
North Carolina
$965K +$898 +5 +0.1%
SF
686
Synovus Financial
Georgia
$963K -$13.5K -75 -1%
PCA
687
Personal Capital Advisors
California
$961K -$88.7K -494 -8%
PM
688
Penbrook Management
New York
$961K
MIM
689
Marco Investment Management
Georgia
$951K +$8.99K +50 +1%
MC
690
Mathes Company
New York
$950K -$44.9K -250 -5%
WPC
691
Waters Parkerson & Co
Louisiana
$949K
TVWM
692
Tower View Wealth Management
Wisconsin
$946K -$17.2K -96 -2%
RRWA
693
Rainey & Randall Wealth Advisors
Florida
$941K +$33.2K +185 +4%
WAM
694
Wealthspire Advisors (Maryland)
Maryland
$938K -$35.8K -199 -4%
VFA
695
Valeo Financial Advisors
Indiana
$938K +$60.6K +337 +7%
AWM
696
Alterna Wealth Management
Texas
$911K +$92.3K +514 +11%
IIM
697
Ipswich Investment Management
Massachusetts
$905K +$11.7K +65 +1%
RFA
698
Reilly Financial Advisors
California
$902K -$46.5K -259 -5%
RC
699
RegentAtlantic Capital
New Jersey
$896K +$59.1K +329 +7%
AI
700
Accredited Investors
Minnesota
$895K +$49.8K +277 +6%