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Invesco QQQ Trust

2,014 hedge funds and large institutions have $78.8B invested in Invesco QQQ Trust in 2021 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 912 increasing their positions, 615 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,014
Holders Change
+27
Holders Change %
+1.36%
% of All Funds
35.37%
Holding in Top 10
460
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.77%
% of All Funds
8.08%
New
164
Increased
912
Reduced
615
Closed
104
Calls
$78B
Puts
$161B
Net Calls
-$83.1B
Net Calls Change
-$6.73B
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
801
Concentrum Wealth Management
California
$4.05M +$263K +736 +7%
VFA
802
Valeo Financial Advisors
Indiana
$4.01M -$296K -827 -7%
MWP
803
Madison Wealth Partners
Wisconsin
$3.99M +$18.3K +51 +0.5%
FPIS
804
Financial Planning & Information Services
Wisconsin
$3.98M -$212K -592 -5%
ABC
805
Associated Banc-Corp
Wisconsin
$3.98M +$1.08M +3,026 +37%
CFD
806
Creative Financial Designs
Indiana
$3.98M +$185K +518 +5%
SSG
807
Summit Securities Group
New York
$3.97M -$1.45M -4,043 -27%
ATFA
808
All Terrain Financial Advisors
Minnesota
$3.97M +$5.73K +16 +0.1%
Financial Engines Advisors
809
Financial Engines Advisors
California
$3.97M +$3.97M +11,067 New
HIIFS
810
Harel Insurance Investments & Financial Services
Israel
$3.96M +$318K +887 +9%
AWM
811
Atticus Wealth Management
Florida
$3.96M -$6.09K -17 -0.2%
TPA
812
Trivium Point Advisory
Connecticut
$3.96M +$125K +345 +3%
IIA
813
IPG Investment Advisors
California
$3.96M -$350K -978 -8%
MNBTD
814
Moody National Bank Trust Division
Texas
$3.91M
PWM
815
PRW Wealth Management
Massachusetts
$3.87M +$3.18M +8,891 +462%
AP
816
Advisors Preferred
Maryland
$3.87M -$45.5M -126,453 -92%
BB
817
Busey Bank
Illinois
$3.87M +$205K +573 +6%
WF
818
Welch & Forbes
Massachusetts
$3.86M +$564K +1,577 +17%
APP
819
Avantax Planning Partners
Iowa
$3.85M +$389K +1,086 +11%
FNC
820
First National Corp
Massachusetts
$3.85M +$1.04M +2,895 +37%
LA
821
Legacy Advisors
Pennsylvania
$3.85M +$27.2K +76 +0.7%
AIP
822
Ameritas Investment Partners
Nebraska
$3.85M -$1.78M -4,964 -32%
CCM
823
Ciovacco Capital Management
Georgia
$3.84M +$990K +2,766 +35%
SMC
824
Smith, Moore & Co
Missouri
$3.83M -$1.12M -3,125 -23%
PCA
825
Pallas Capital Advisors
Massachusetts
$3.83M +$239K +607 +7%