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Invesco QQQ Trust

1,987 hedge funds and large institutions have $77.6B invested in Invesco QQQ Trust in 2021 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 866 increasing their positions, 647 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+51
Holders Change %
+2.63%
% of All Funds
34.69%
Holding in Top 10
452
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+5.85%
% of All Funds
7.89%
New
185
Increased
866
Reduced
647
Closed
108
Calls
$66.2B
Puts
$143B
Net Calls
-$76.4B
Net Calls Change
+$8.09B
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
751
Mirabella Financial Services
United Kingdom
$4.53M +$1.49M +4,191 +49%
GWMIA
752
Global Wealth Management Investment Advisory
Florida
$4.52M +$123K +348 +3%
UBS AM
753
UBS AM
Illinois
$4.51M +$4.51M +12,734 New
ECM
754
Evergreen Capital Management
Washington
$4.51M +$475K +1,340 +12%
KFGK
755
Keystone Financial Group (Kentucky)
Kentucky
$4.5M +$652K +1,841 +17%
BFS
756
Bradley Foster & Sargent
Connecticut
$4.49M +$447K +1,260 +11%
GIM
757
Grassi Investment Management
California
$4.48M +$7.09K +20 +0.2%
SVWAG
758
Sound View Wealth Advisors Group
Georgia
$4.45M -$708K -1,998 -14%
9WM
759
9258 Wealth Management
Ohio
$4.44M +$293K +827 +7%
LW
760
Linscomb Wealth
Texas
$4.43M -$192K -543 -4%
CWP
761
CFM Wealth Partners
Texas
$4.42M +$43.2K +122 +1%
PWP
762
Principle Wealth Partners
Connecticut
$4.41M +$113K +320 +3%
IC
763
Inscription Capital
Texas
$4.41M +$4.41M +12,446 New
FFG
764
Fortem Financial Group
California
$4.4M -$2.12M -5,975 -32%
MC
765
Moors & Cabot
Massachusetts
$4.4M -$120K -338 -3%
MWM
766
Mission Wealth Management
California
$4.37M +$843K +2,378 +24%
WLIM
767
White Lighthouse Investment Management
Massachusetts
$4.37M -$114K -323 -3%
SL
768
Stevard LLC
Illinois
$4.33M -$89K -251 -2%
ACP
769
Aveo Capital Partners
Colorado
$4.31M +$2.8M +7,912 +186%
IFG
770
Investors Financial Group
Minnesota
$4.31M +$59.9K +169 +1%
NP
771
NorthRock Partners
Minnesota
$4.29M -$43.2K -122 -1%
FA
772
Fermata Advisors
California
$4.28M +$1.48M +4,182 +53%
GSC
773
G&S Capital
Colorado
$4.27M +$377K +1,064 +10%
SC
774
Sepio Capital
Utah
$4.27M +$847K +2,391 +25%
IIA
775
IPG Investment Advisors
California
$4.26M +$4.26M +12,030 New