QQQ icon

Invesco QQQ Trust

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
Name Holding Trade Value Shares
Change
Shares
Change %
PJSIMP
726
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.26M +$2.94M +9,344 +222%
CA
727
Cornerstone Advisory
Maryland
$4.26M +$355K +1,131 +9%
IA
728
Insight Advisors
Pennsylvania
$4.25M +$4.25M +13,558 New
TA
729
TrueWealth Advisors
Alabama
$4.25M +$4.25M +13,518 New
LSAG
730
Lake Street Advisors Group
New Hampshire
$4.25M +$3.77K +12 +0.1%
JIC
731
Joel Isaacson & Co
New York
$4.23M +$181K +576 +4%
CFG
732
Cooper Financial Group
California
$4.17M +$2.03M +6,485 +95%
FPW
733
Flagship Private Wealth
Massachusetts
$4.16M +$4.16M +13,019 New
CMI
734
Clare Market Investments
Texas
$4.15M -$183K -583 -4%
IFG
735
Investors Financial Group
Minnesota
$4.14M +$77.8K +248 +2%
FEM
736
Fulcrum Equity Management
Texas
$4.14M -$3M -9,565 -42%
WLIM
737
White Lighthouse Investment Management
Massachusetts
$4.13M -$814K -2,594 -16%
FNBT
738
FineMark National Bank & Trust
Florida
$4.13M +$175K +557 +4%
PF
739
Phoenix Financial
Israel
$4.13M +$4.13M +13,169 New
AWM
740
Atticus Wealth Management
Florida
$4.12M +$261K +832 +7%
BFO
741
Biltmore Family Office
North Carolina
$4.11M +$4.11M +13,094 New
PCM
742
Prelude Capital Management
New York
$4.09M +$4.09M +13,031 New
MWM
743
Mascoma Wealth Management
New Hampshire
$4.08M +$4.08M +12,995 New
LW
744
Linscomb Wealth
Texas
$4.06M +$1.21M +3,866 +43%
SCA
745
Sassicaia Capital Advisers
New York
$4.06M +$4.06M +12,940 New
OWA
746
Outlook Wealth Advisors
Texas
$4.06M -$2.4M -7,638 -37%
SSA
747
Schonfeld Strategic Advisors
New York
$4.03M +$4.03M +12,838 New
QGA
748
Q Global Advisors
Texas
$4.01M +$4.01M +12,788 New
PFA
749
Pettinga Financial Advisors
Indiana
$4M -$511K -1,628 -11%
PCMC
750
Private Capital Management (Colorado)
Colorado
$3.99M +$24.2K +77 +0.6%