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Invesco QQQ Trust

1,097 hedge funds and large institutions have $24.6B invested in Invesco QQQ Trust in 2018 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 455 increasing their positions, 359 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,097
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
25.18%
Holding in Top 10
187
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.53%
% of All Funds
4.29%
New
119
Increased
455
Reduced
359
Closed
89
Calls
$19.7B
Puts
$54B
Net Calls
-$34.3B
Net Calls Change
-$7.91B
Name Holding Trade Value Shares
Change
Shares
Change %
OWD
851
Osborn Williams & Donohoe
Ohio
$300K +$300K +1,871 New
FNT
852
First National Trust
Pennsylvania
$299K +$67.3K +420 +29%
Kovitz Investment Group Partners
853
Kovitz Investment Group Partners
Illinois
$298K -$287K -1,791 -49%
PCM
854
Pointe Capital Management
Michigan
$297K
FB
855
Fulton Bank
Pennsylvania
$295K -$16K -100 -5%
SFWA
856
Summit Financial Wealth Advisors
Louisiana
$294K -$79.3K -495 -21%
AA
857
AlphaMark Advisors
Kentucky
$294K -$25.6K -160 -8%
SRC
858
Shufro Rose & Co
New York
$294K +$4.49K +28 +2%
SWM
859
SVA Wealth Management
Wisconsin
$293K
ADL
860
Asset Dedication LLC
California
$293K +$285K +1,781 +3,789%
DWM
861
Dynasty Wealth Management
Florida
$292K
ECM
862
Evergreen Capital Management
Washington
$290K +$3.68K +23 +1%
IB
863
Intrust Bank
Kansas
$290K +$30.7K +192 +12%
PS
864
Portfolio Strategies
New York
$290K +$88.4K +552 +44%
GI
865
Gradient Investments
Minnesota
$289K +$11.4K +71 +4%
SLF
866
Sun Life Financial
Ontario, Canada
$289K -$1.56M -249,804 -84%
CWM
867
Concentric Wealth Management
California
$288K
GWCM
868
Godshalk Welsh Capital Management
Pennsylvania
$288K
FCIM
869
Fairview Capital Investment Management
California
$286K
BWP
870
BSW Wealth Partners
Colorado
$284K +$46.7K +292 +20%
AWA
871
Acorn Wealth Advisors
Michigan
$283K +$30.1K +185 +12%
AL
872
Aspiriant LLC
California
$282K +$282K +1,764 New
VAM
873
Visionary Asset Management
Texas
$280K -$115K -731 -29%
Nomura Holdings
874
Nomura Holdings
Japan
$279K +$99.1K +626,497 +55%
HCM
875
Harvest Capital Management
New Hampshire
$279K +$279K +1,740 New