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Invesco QQQ Trust

1,649 hedge funds and large institutions have $51.4B invested in Invesco QQQ Trust in 2020 Q2 according to their latest regulatory filings, with 216 funds opening new positions, 753 increasing their positions, 504 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,649
Holders Change
+100
Holders Change %
+6.46%
% of All Funds
33.9%
Holding in Top 10
384
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+19.25%
% of All Funds
7.89%
New
216
Increased
753
Reduced
504
Closed
103
Calls
$36.2B
Puts
$67B
Net Calls
-$30.8B
Net Calls Change
-$16.7B
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
701
Albion Financial Group
Utah
$2.75M +$618K +2,496 +29%
KWM
702
Keebeck Wealth Management
Illinois
$2.74M +$2.42M +9,744 +748%
JIC
703
Johnson Investment Counsel
Ohio
$2.74M +$229K +923 +9%
LC
704
Lavaca Capital
Texas
$2.72M +$24.8K +100 +0.9%
BEC
705
Blue Edge Capital
Virginia
$2.71M +$1.81M +7,299 +200%
SWA
706
Stratos Wealth Advisors
Ohio
$2.68M +$607K +2,452 +29%
SC
707
Sepio Capital
Utah
$2.68M +$459K +1,854 +21%
WAP
708
Wealthcare Advisory Partners
Pennsylvania
$2.68M +$983K +3,971 +58%
RIS
709
Retirement Income Solutions
Michigan
$2.67M +$1.03M +4,174 +63%
SF
710
Synovus Financial
Georgia
$2.66M -$6.95M -28,129 -72%
EC
711
Estate Counselors
Wisconsin
$2.65M -$14.1M -57,400 -84%
MWM
712
Mission Wealth Management
California
$2.65M +$883K +3,566 +50%
Financial Engines Advisors
713
Financial Engines Advisors
California
$2.63M +$2.63M +10,616 New
PIMG
714
Patriot Investment Management Group
Tennessee
$2.62M +$149K +602 +6%
QPWM
715
Quadrant Private Wealth Management
Pennsylvania
$2.62M +$787K +3,179 +43%
PPSG
716
Princeton Portfolio Strategies Group
New Jersey
$2.6M -$778K -3,141 -23%
PAMU
717
Pictet Asset Management (UK)
United Kingdom
$2.58M -$2.4M -9,675 -48%
CCP
718
Corient Capital Partners
California
$2.56M
GWM
719
Gray Wealth Management
Maine
$2.56M +$7.16K +29 +0.3%
RE
720
RBC Europe
United Kingdom
$2.53M -$142K -574 -5%
5L
721
55I LLC
Massachusetts
$2.53M +$1.8M +7,263 +246%
SAG
722
Spotlight Asset Group
Illinois
$2.52M +$775K +3,132 +44%
MYIA
723
Mount Yale Investment Advisors
Colorado
$2.52M +$2.24M +9,043 +802%
ACP
724
Ashfield Capital Partners
California
$2.5M -$380K -1,536 -13%
JIC
725
Joel Isaacson & Co
New York
$2.5M +$67.6K +273 +3%