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Invesco QQQ Trust
QQQ

Overview Fund Activity

1,928 hedge funds and large institutions have $66.8B invested in Invesco QQQ Trust in 2020 Q4 according to their latest regulatory filings, with 354 funds opening new positions, 749 increasing their positions, 622 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,928
Holders Change
+240
Holders Change %
+14.22%
% of All Funds
34.21%
Holding in Top 10
479
Holding in Top 10 Change
+66
Holding in Top 10 Change %
+15.98%
% of All Funds
8.5%
New
354
Increased
749
Reduced
622
Closed
86
Calls
$54.8B
Puts
$121B
Net Calls
-$66.3B
Net Calls Change
-$20.9B

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.52B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$822M
3
N
Natixis
France
+$652M
4
Morgan Stanley
Morgan Stanley
New York
+$540M
5
Barclays
Barclays
United Kingdom
+$437M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$4.18B
2
Goldman Sachs
Goldman Sachs
New York
-$2.76B
3
Bank of America
Bank of America
North Carolina
-$1.84B
4
Citigroup
Citigroup
New York
-$1.12B
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$804M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPFP
701
Clear Perspectives Financial Planning
Ohio
$4.51M +$4.51M +14,367 New
OMC
702
Overbrook Management Corp
New York
$4.49M +$111K +355 +3%
BRG
703
Bay Rivers Group
Virginia
$4.48M -$1.96M -6,235 -30%
DOA
704
D'Orazio & Associates
Virginia
$4.47M +$1.37M +4,369 +44%
PPSG
705
Princeton Portfolio Strategies Group
New Jersey
$4.46M +$152K +484 +4%
SWA
706
Stratos Wealth Advisors
Ohio
$4.46M -$244K -778 -5%
Lazard Asset Management
707
Lazard Asset Management
New York
$4.43M – – –
SFG
708
Summit Financial Group
West Virginia
$4.42M -$355K -1,130 -7%
CC
709
Courier Capital
New York
$4.42M – – –
CCG
710
Chatham Capital Group
Georgia
$4.41M +$185K +590 +4%
JSMC
711
Jess S. Morgan & Co
California
$4.41M +$93.2K +297 +2%
NWA
712
Navis Wealth Advisors
New York
$4.41M +$4.41M +14,056 New
WFA
713
Wellspring Financial Advisors
Ohio
$4.41M +$1.78M +5,665 +68%
FPGK
714
Financial Partners Group (Kansas)
Kansas
$4.4M -$759K -2,327 -15%
CWM
715
CIBC World Markets
New York
$4.39M +$4.39M +14,000 New
WAP
716
Wealthcare Advisory Partners
Pennsylvania
$4.35M +$408K +1,302 +10%
EWM
717
Endurance Wealth Management
Rhode Island
$4.33M +$126K +400 +3%
PBF
718
Petix & Botte Financial
California
$4.33M -$187K -596 -4%
TW
719
Transform Wealth
Colorado
$4.33M -$1.28M -4,073 -23%
AWA
720
AmeriServ Wealth Advisors
Pennsylvania
$4.31M +$4.31M +13,744 New
NF
721
Nikulski Financial
Iowa
$4.31M +$66.8K +213 +2%
SLWS
722
Swaine & Leidel Wealth Services
Florida
$4.29M -$103K -327 -2%
AWAP
723
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.29M +$4.29M +13,669 New
BJL
724
Brighton Jones LLC
Washington
$4.27M -$118K -375 -3%
IAA
725
Ironsides Asset Advisors
North Carolina
$4.27M – – –
27 28
29
30 31