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 %
CA
826
Crumly & Associates
Illinois
$3.13M -$3.72M -11,419 -54%
CFD
827
Creative Financial Designs
Indiana
$3.12M +$469K +1,494 +18%
PIA
828
Perennial Investment Advisors
California
$3.1M +$723K +2,303 +30%
JSL
829
JT Stratford LLC
Georgia
$3.09M +$24.8K +79 +0.8%
RWA
830
River Wealth Advisors
Pennsylvania
$3.08M -$38K -121 -1%
HAS
831
HBW Advisory Services
California
$3.08M +$1.47M +4,670 +91%
QPWM
832
Quadrant Private Wealth Management
Pennsylvania
$3.07M -$195K -621 -6%
CAL
833
Capital Analysts LLC
Pennsylvania
$3.07M -$1.48M -4,729 -33%
FMC
834
Financial Management Concepts
Florida
$3.07M +$3.07M +9,784 New
FPS
835
Fieldpoint Private Securities
Connecticut
$3.05M -$144K -460 -5%
FPCP
836
Fort Point Capital Partners
California
$3.05M -$282K -900 -8%
TPA
837
Trivium Point Advisory
Connecticut
$3.05M +$3.05M +9,680 New
BB
838
Busey Bank
Illinois
$3.05M -$62.7K -200 -2%
LA
839
Legacy Advisors
Pennsylvania
$3.04M -$1.13M -3,590 -27%
IWP
840
Innova Wealth Partners
Pennsylvania
$3.04M +$3.04M +9,691 New
ACP
841
Ashfield Capital Partners
California
$3.03M +$115K +365 +4%
MWM
842
Mission Wealth Management
California
$3.03M -$256K -816 -8%
MYIA
843
Mount Yale Investment Advisors
Colorado
$3.03M -$256K -817 -8%
MNBTD
844
Moody National Bank Trust Division
Texas
$3.03M
CPIA
845
Cornell Pochily Investment Advisors
New York
$3.02M +$360K +1,146 +14%
CWM
846
Cordatus Wealth Management
Pennsylvania
$3.01M -$65.3K -208 -2%
CL
847
CPWM LLC
Washington
$3.01M +$47.7K +152 +2%
SAS
848
Sanford Advisory Services
Michigan
$3.01M +$3.01M +9,592 New
DWM
849
Dakota Wealth Management
Florida
$2.98M -$161K -513 -5%
TC
850
Telemus Capital
Michigan
$2.97M +$49.3K +157 +2%