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Invesco QQQ Trust

2,373 hedge funds and large institutions have $91.9B invested in Invesco QQQ Trust in 2021 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 919 increasing their positions, 671 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,373
Holders Change
+359
Holders Change %
+17.83%
% of All Funds
36.65%
Holding in Top 10
561
Holding in Top 10 Change
+101
Holding in Top 10 Change %
+21.96%
% of All Funds
8.66%
New
494
Increased
919
Reduced
671
Closed
95
Calls
$77.4B
Puts
$165B
Net Calls
-$87.3B
Net Calls Change
-$4.21B
Name Holding Trade Value Shares
Change
Shares
Change %
LA
901
Legacy Advisors
Pennsylvania
$4.39M +$109K +275 +3%
TFA
902
Toth Financial Advisory
Virginia
$4.39M -$354K -891 -7%
TA
903
TrueWealth Advisors
Alabama
$4.38M -$165K -415 -4%
GWM
904
Gray Wealth Management
Maine
$4.37M +$273K +686 +7%
SAM
905
Strategic Asset Management
Minnesota
$4.36M -$711K -1,788 -14%
MPPLM
906
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.36M +$2.46M +6,178 +129%
MNBTD
907
Moody National Bank Trust Division
Texas
$4.34M
WF
908
Welch & Forbes
Massachusetts
$4.34M +$47.3K +119 +1%
RHP
909
Royal Harbor Partners
Texas
$4.32M +$182K +457 +4%
KTC
910
Kistler-Tiffany Companies
Pennsylvania
$4.31M +$3.99M +10,036 +1,255%
SBL
911
Sargent Bickham Lagudis
Colorado
$4.31M -$3.05M -7,663 -41%
Wellington Management Group
912
Wellington Management Group
Massachusetts
$4.3M +$4.3M +10,802 New
AWM
913
Atticus Wealth Management
Florida
$4.29M -$117K -293 -3%
MCWS
914
McKinley Carter Wealth Services
West Virginia
$4.29M -$307K -771 -7%
IIA
915
IPG Investment Advisors
California
$4.28M -$119K -300 -3%
HG
916
Herbst Group
Connecticut
$4.27M +$4.27M +10,734 New
APP
917
Avantax Planning Partners
Iowa
$4.24M -$45K -113 -1%
WP
918
WealthSource Partners
California
$4.24M +$730K +1,836 +21%
AWM
919
Accel Wealth Management
Iowa
$4.23M +$1.3M +3,263 +44%
Financial Engines Advisors
920
Financial Engines Advisors
California
$4.23M -$173K -435 -4%
TC
921
Tatro Capital
Kentucky
$4.23M +$119K +299 +3%
CIC
922
Chilton Investment Company
Connecticut
$4.23M
SIA
923
SkyView Investment Advisors
New Jersey
$4.21M -$105K -265 -2%
FCAG
924
First Capital Advisors Group
New Jersey
$4.21M +$4.21M +10,580 New
PCP
925
Proficio Capital Partners
Massachusetts
$4.2M -$1.34M -3,380 -24%