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Invesco QQQ Trust

1,508 hedge funds and large institutions have $37B invested in Invesco QQQ Trust in 2019 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 514 increasing their positions, 448 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,508
Holders Change
+231
Holders Change %
+18.09%
% of All Funds
29.78%
Holding in Top 10
272
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+25.93%
% of All Funds
5.37%
New
317
Increased
514
Reduced
448
Closed
70
Calls
$27.5B
Puts
$52.3B
Net Calls
-$24.7B
Net Calls Change
-$4.69B
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
676
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.88M +$12.8K +60 +0.7%
RG
677
Retirement Group
California
$1.88M +$1.88M +8,826 New
CCA
678
Clearwater Capital Advisors
Illinois
$1.87M -$126K -593 -6%
TA
679
Tiedemann Advisors
New York
$1.87M +$466K +2,191 +33%
CAS
680
Cascadia Advisory Services
Oregon
$1.87M +$1.87M +8,775 New
CPA
681
Capital Planning Advisors
California
$1.86M -$638 -3 -0%
WIA
682
World Investment Advisors
California
$1.85M +$21.9K +103 +1%
LFG
683
LifePlan Financial Group
Ohio
$1.85M +$94.8K +446 +5%
AFG
684
Albion Financial Group
Utah
$1.84M +$21.7K +102 +1%
PPSG
685
Princeton Portfolio Strategies Group
New Jersey
$1.83M -$368K -1,729 -17%
EA
686
Elm Advisors
California
$1.83M -$21.3K -100 -1%
BWA
687
BDO Wealth Advisors
Florida
$1.83M +$509K +2,395 +39%
CF
688
Copperwynd Financial
Arizona
$1.82M -$6.07M -28,571 -77%
LW
689
Linscomb Wealth
Texas
$1.81M -$48.1K -226 -3%
WF
690
Welch & Forbes
Massachusetts
$1.8M -$4.25K -20 -0.2%
DMC
691
Drexel Morgan & Co
Pennsylvania
$1.77M
BCA
692
Bay Colony Advisors
Massachusetts
$1.77M +$40.5K +181 +2%
CG
693
Cutler Group
California
$1.76M -$30.9M -145,277 -95%
MFG
694
Merit Financial Group
Georgia
$1.76M +$699K +3,285 +66%
SCM
695
Sterneck Capital Management
Missouri
$1.75M
ECG
696
EPIQ Capital Group
California
$1.75M +$1.75M +8,213 New
PRWA
697
Platte River Wealth Advisors
Colorado
$1.74M +$1.74M +7,955 New
AF
698
Advisornet Financial
Minnesota
$1.74M -$40.2K -189 -2%
SWM
699
Sugarloaf Wealth Management
Georgia
$1.74M +$1.74M +8,171 New
DWM
700
Dakota Wealth Management
Florida
$1.73M -$65.5K -308 -4%