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Invesco QQQ Trust

1,100 hedge funds and large institutions have $30.5B invested in Invesco QQQ Trust in 2018 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 448 increasing their positions, 327 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+36
Holders Change %
+3.38%
% of All Funds
25.19%
Holding in Top 10
196
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.81%
% of All Funds
4.49%
New
132
Increased
448
Reduced
327
Closed
91
Calls
$25.7B
Puts
$68B
Net Calls
-$42.3B
Net Calls Change
-$7.93B
Name Holding Trade Value Shares
Change
Shares
Change %
FB
851
Fulton Bank
Pennsylvania
$342K
RIS
852
Retirement Income Solutions
Michigan
$339K -$52.8K -284 -13%
BBWA
853
Bell & Brown Wealth Advisors
California
$338K
MFG
854
Merit Financial Group
Georgia
$338K +$47.7K +257 +16%
PS
855
Portfolio Strategies
New York
$337K +$186 +1 +0.1%
CWM
856
Concentric Wealth Management
California
$334K
GWCM
857
Godshalk Welsh Capital Management
Pennsylvania
$334K +$334K +1,800 New
ECM
858
Evergreen Capital Management
Washington
$333K +$186 +1 +0.1%
HCM
859
Harvest Capital Management
New Hampshire
$323K
MC
860
Middleton & Co
Massachusetts
$321K +$321K +1,730 New
OC
861
Oarsman Capital
Wisconsin
$320K -$39K -210 -11%
SXL
862
Summit X LLC
Missouri
$318K -$46K -248 -13%
AL
863
Aspiriant LLC
California
$318K +$558 +3 +0.2%
LCM
864
Leisure Capital Management
California
$316K
TNBTD
865
Trustmark National Bank Trust Department
Mississippi
$316K +$316K +1,700 New
SFWA
866
Summit Financial Wealth Advisors
Louisiana
$316K +$316K +1,835 New
KCM
867
Kanawha Capital Management
Virginia
$313K
WPP
868
Whalerock Point Partners
Rhode Island
$313K +$50.5K +272 +19%
BCP
869
Blackhawk Capital Partners
Wisconsin
$312K
PFP
870
Pinnacle Financial Partners
Tennessee
$312K +$205K +1,101 +191%
BCM
871
Brasada Capital Management
Texas
$311K
TIM
872
Tortoise Investment Management
New York
$309K
CCA
873
Cobblestone Capital Advisors
New York
$308K
PAA
874
Peregrine Asset Advisers
Oregon
$307K -$5.4K -29 -2%
CIAS
875
Capital Investment Advisory Services
North Carolina
$304K -$113K -606 -27%