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Invesco QQQ Trust

1,936 hedge funds and large institutions have $72.3B invested in Invesco QQQ Trust in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 723 increasing their positions, 791 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,936
Holders Change
+8
Holders Change %
+0.41%
% of All Funds
34.09%
Holding in Top 10
427
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-10.86%
% of All Funds
7.52%
New
174
Increased
723
Reduced
791
Closed
135
Calls
$58.4B
Puts
$143B
Net Calls
-$84.5B
Net Calls Change
-$18.2B
Name Holding Trade Value Shares
Change
Shares
Change %
GWMIA
726
Global Wealth Management Investment Advisory
Florida
$3.95M -$94.1K -295 -2%
CWP
727
CFM Wealth Partners
Texas
$3.94M +$347K +1,088 +10%
CI
728
CPMG Inc
Texas
$3.93M +$445K +1,395 +13%
FF
729
FourThought Financial
Florida
$3.92M +$7.02K +22 +0.2%
AA
730
Apriem Advisors
California
$3.9M +$1.88M +5,881 +93%
NP
731
NorthRock Partners
Minnesota
$3.9M -$136K -426 -3%
IIC
732
Integrated Investment Consultants
Michigan
$3.9M +$100K +314 +3%
SIC
733
Sigma Investment Counselors
Michigan
$3.89M +$370K +1,161 +11%
SSG
734
Summit Securities Group
New York
$3.87M +$3.87M +12,140 New
GA
735
Gateway Advisory
New Jersey
$3.87M -$3.9M -12,212 -50%
PWP
736
Principle Wealth Partners
Connecticut
$3.87M +$187K +587 +5%
SSCA
737
South Shore Capital Advisors
Massachusetts
$3.83M -$31.6K -99 -0.8%
IFG
738
Investors Financial Group
Minnesota
$3.82M -$391K -1,224 -9%
DWM
739
Destination Wealth Management
California
$3.81M -$19.8K -62 -0.5%
EVM
740
Eaton Vance Management
Massachusetts
$3.81M -$1.57M -4,915 -29%
AWM
741
Atticus Wealth Management
Florida
$3.8M -$389K -1,219 -9%
OWA
742
Outlook Wealth Advisors
Texas
$3.77M -$356K -1,115 -9%
CWM
743
Centric Wealth Management
Illinois
$3.76M +$1.14M +3,578 +44%
FPIS
744
Financial Planning & Information Services
Wisconsin
$3.76M +$24.9K +78 +0.7%
FLI
745
Family Legacy Inc
South Carolina
$3.74M +$412K +1,292 +12%
9WM
746
9258 Wealth Management
Ohio
$3.73M -$6.06K -19 -0.2%
VA
747
Valmark Advisers
Ohio
$3.73M +$125K +391 +3%
HIP
748
HUB Investment Partners
Texas
$3.72M +$628K +1,967 +20%
WIA
749
World Investment Advisors
California
$3.72M -$5.75K -18 -0.2%
BWA
750
Beam Wealth Advisors
Louisiana
$3.71M -$108K -338 -3%