QQQ icon

Invesco QQQ Trust

1,100 hedge funds and large institutions have $30.5B invested in Invesco QQQ Trust in 2018 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 448 increasing their positions, 327 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+36
Holders Change %
+3.38%
% of All Funds
25.19%
Holding in Top 10
196
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.81%
% of All Funds
4.49%
New
132
Increased
448
Reduced
327
Closed
91
Calls
$25.7B
Puts
$68B
Net Calls
-$42.3B
Net Calls Change
-$7.93B
Name Holding Trade Value Shares
Change
Shares
Change %
MMPW
701
Mitchell McLeod Pugh & Williams
Alabama
$675K
TDC
702
Thompson Davis & Co
Virginia
$673K -$36.2K -195 -5%
JIR
703
James Investment Research
Ohio
$666K +$576K +3,100 +639%
WCM
704
Whitener Capital Management
North Carolina
$660K -$16.9K -91 -2%
RMAM
705
Raab & Moskowitz Asset Management
New Jersey
$658K -$557 -3 -0.1%
SIS
706
Sound Income Strategies
Florida
$651K +$291K +1,568 +81%
WAM
707
Wealthspire Advisors (Maryland)
Maryland
$638K -$236K -1,272 -27%
EWF
708
Epstein & White Financial
California
$636K -$18.9K -103 -3%
WAM
709
Weatherly Asset Management
California
$636K +$16.7K +90 +3%
CHA
710
Carmichael Hill & Associates
Maryland
$635K +$42.9K +231 +7%
MAS
711
Managed Account Services
Florida
$634K +$4.5K +26 +0.7%
DIA
712
Dana Investment Advisors
Wisconsin
$632K +$105K +563 +20%
B
713
Brightworth
Georgia
$629K -$6.88K -37 -1%
G
714
GenTrust
Florida
$629K
CPO
715
Cerity Partners OCIO
New York
$629K +$19K +102 +3%
FIM
716
Frontier Investment Management
Texas
$626K +$162K +872 +35%
DIP
717
DT Investment Partners
Pennsylvania
$618K +$34K +183 +6%
KIA
718
Kopp Investment Advisors
Minnesota
$618K +$41.8K +225 +7%
WF
719
WealthTrust Fairport
Ohio
$615K -$8.26M -44,460 -93%
PFA
720
Pathway Financial Advisors
Vermont
$610K
TC
721
Truvestments Capital
Florida
$609K +$95.2K +512 +19%
FCT
722
Family Capital Trust
Massachusetts
$608K -$39K -210 -6%
MLFP
723
MPS Loria Financial Planners
Illinois
$605K +$1.12K +6 +0.2%
TL
724
TrueWealth LLC
Georgia
$604K +$12.3K +66 +2%
BFIC
725
Bedell Frazier Investment Counselling
California
$600K +$600K +3,232 New