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Invesco QQQ Trust

1,079 hedge funds and large institutions have $24.1B invested in Invesco QQQ Trust in 2017 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 345 increasing their positions, 357 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+154
Holders Change %
+16.65%
% of All Funds
24.51%
Holding in Top 10
188
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+27.89%
% of All Funds
4.27%
New
216
Increased
345
Reduced
357
Closed
54
Calls
$15.9B
Puts
$42.3B
Net Calls
-$26.4B
Net Calls Change
-$2.85B
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
801
Annex Advisory Services
Wisconsin
$363K -$264K -1,696 -42%
FPCG
802
Fort Pitt Capital Group
Pennsylvania
$363K -$48.3K -310 -12%
SFWA
803
Summit Financial Wealth Advisors
Louisiana
$363K
CSIC
804
Clifford Swan Investment Counsel
California
$361K -$16.4K -105 -4%
LPIC
805
LeJeune Puetz Investment Counsel
Michigan
$360K
SWM
806
Stockman Wealth Management
Montana
$360K +$76K +488 +27%
DBT
807
Dubuque Bank & Trust
Iowa
$359K
FIM
808
Frontier Investment Management
Texas
$358K -$42.5M -272,516 -99%
NSIM
809
North Star Investment Management
Illinois
$357K
DIA
810
Denver Investment Advisors
Colorado
$356K -$389K -2,499 -52%
WCAMG
811
Woodard & Company Asset Management Group
North Carolina
$343K +$343K +2,200 New
SIC
812
Shoker Investment Counsel
Ohio
$341K +$777 +5 +0.2%
NIM
813
Northeast Investment Management
Massachusetts
$339K
KHLMTHM
814
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$339K
MBA
815
McQueen Ball & Associates
Pennsylvania
$338K +$52.4K +336 +18%
FWP
816
FAS Wealth Partners
Kansas
$335K -$15.1K -97 -4%
CFB
817
Cullen/Frost Bankers
Texas
$335K -$7.77K -50 -2%
OIA
818
Optimum Investment Advisors
Illinois
$333K +$156 +1 +0%
CAAS
819
Capital Asset Advisory Services
Michigan
$333K +$22.4K +144 +7%
AWA
820
ARS Wealth Advisors
Florida
$332K +$6.23K +40 +2%
QPWM
821
Quadrant Private Wealth Management
Pennsylvania
$331K +$331K +2,126 New
DI
822
Diligent Investors
California
$330K
FMWA
823
Forvis Mazars Wealth Advisors
Missouri
$329K
OC
824
Oarsman Capital
Wisconsin
$328K -$3.9K -25 -1%
WF
825
WealthTrust Fairport
Ohio
$328K +$623 +4 +0.2%