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Invesco QQQ Trust

1,987 hedge funds and large institutions have $77.6B invested in Invesco QQQ Trust in 2021 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 866 increasing their positions, 647 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+51
Holders Change %
+2.63%
% of All Funds
34.69%
Holding in Top 10
452
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+5.85%
% of All Funds
7.89%
New
185
Increased
866
Reduced
647
Closed
108
Calls
$66.2B
Puts
$143B
Net Calls
-$76.4B
Net Calls Change
+$8.09B
Name Holding Trade Value Shares
Change
Shares
Change %
ACP
851
Ashfield Capital Partners
California
$3.42M +$23K +65 +0.7%
TC
852
Telemus Capital
Michigan
$3.41M +$49.6K +140 +1%
SB
853
Sunflower Bank
Texas
$3.4M -$424K -1,195 -11%
CRWM
854
Castle Rock Wealth Management
California
$3.4M -$275K -751 -7%
JGC
855
J. Goldman & Co
New York
$3.4M +$1.85M +5,222 +120%
PFA
856
Pettinga Financial Advisors
Indiana
$3.39M +$79.4K +224 +2%
PIA
857
Perennial Investment Advisors
California
$3.39M -$90.4K -255 -3%
HFA
858
High Falls Advisors
New York
$3.38M +$47.5K +134 +1%
TPWA
859
TRUE Private Wealth Advisors
Oregon
$3.37M -$745K -2,100 -18%
GFG
860
Greystone Financial Group
Michigan
$3.37M +$3.37M +9,508 New
HR
861
Hayden Royal
North Carolina
$3.36M +$3.36M +9,480 New
PCA
862
Pallas Capital Advisors
Massachusetts
$3.36M +$12.5K +34 +0.4%
OAM
863
Occidental Asset Management
California
$3.36M +$3.36M +9,466 New
AF
864
Arrow Financial
New York
$3.34M +$1.81M +5,110 +118%
EWM
865
Executive Wealth Management
Michigan
$3.34M -$206K -582 -6%
QPWM
866
Quadrant Private Wealth Management
Pennsylvania
$3.32M -$121K -342 -4%
MCCP
867
Mission Creek Capital Partners
California
$3.31M -$53.9K -152 -2%
CWC
868
Carolinas Wealth Consulting
North Carolina
$3.27M +$1.97M +5,548 +151%
DWA
869
Dougherty Wealth Advisers
Minnesota
$3.27M -$3.29M -9,279 -50%
WF
870
Welch & Forbes
Massachusetts
$3.27M +$2.48K +7 +0.1%
BCA
871
Berman Capital Advisors
Georgia
$3.26M +$76.2K +215 +2%
CIA
872
Choate Investment Advisors
Massachusetts
$3.26M +$257K +724 +9%
CAL
873
Capital Analysts LLC
Pennsylvania
$3.25M -$1.93M -5,444 -37%
MECA
874
Miller Equity Capital Advisors
Texas
$3.23M +$898K +2,535 +39%
RIS
875
Retirement Income Solutions
Michigan
$3.21M -$126K -356 -4%