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Invesco QQQ Trust

2,319 hedge funds and large institutions have $87.8B invested in Invesco QQQ Trust in 2022 Q1 according to their latest regulatory filings, with 195 funds opening new positions, 921 increasing their positions, 916 reducing their positions, and 218 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,319
Holders Change
-54
Holders Change %
-2.28%
% of All Funds
36.7%
Holding in Top 10
522
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-6.95%
% of All Funds
8.26%
New
195
Increased
921
Reduced
916
Closed
218
Calls
$77.7B
Puts
$171B
Net Calls
-$93.7B
Net Calls Change
-$6.35B
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
901
Avior Wealth Management
Nebraska
$4.04M -$1.85M -5,109 -31%
WHG
902
Westwood Holdings Group
Texas
$4.02M
SFG
903
Summit Financial Group
West Virginia
$4.01M -$273K -753 -6%
RC
904
RegentAtlantic Capital
New Jersey
$4.01M -$468K -1,292 -10%
HG
905
Herbst Group
Connecticut
$4.01M +$118K +325 +3%
IA
906
Insight Advisors
Pennsylvania
$4.01M -$808K -2,229 -17%
WP
907
WealthPLAN Partners
Nebraska
$4M -$395K -1,262 -9%
WIM
908
WealthPlan Investment Management
Nebraska
$4M +$4M +12,782 New
GWM
909
Gray Wealth Management
Maine
$4M +$23.2K +64 +0.6%
RHP
910
Royal Harbor Partners
Texas
$3.99M +$61.6K +170 +2%
BWA
911
BDO Wealth Advisors
Florida
$3.98M -$110K -303 -3%
NCM
912
Narwhal Capital Management
Georgia
$3.97M +$297K +818 +8%
PPW
913
Pinnacle Private Wealth
Massachusetts
$3.89M +$740K +2,041 +24%
EW
914
Evoke Wealth
California
$3.88M +$65.3K +180 +2%
ACP
915
Ashfield Capital Partners
California
$3.87M +$429K +1,184 +12%
SWA
916
SFMG Wealth Advisors
Texas
$3.87M +$42.4K +117 +1%
CPIA
917
Cornell Pochily Investment Advisors
New York
$3.84M +$33.7K +93 +0.9%
BB
918
Busey Bank
Illinois
$3.84M +$36.3K +100 +1%
GWM
919
Greenhouse Wealth Management
Connecticut
$3.82M +$1.45M +4,005 +61%
PIA
920
Perennial Investment Advisors
California
$3.81M +$250K +689 +7%
SW
921
SkyOak Wealth
Michigan
$3.81M +$3.28M +9,052 +626%
FCAG
922
First Capital Advisors Group
New Jersey
$3.79M -$50.4K -139 -1%
VWA
923
Visionary Wealth Advisors
Illinois
$3.77M +$5.8K +16 +0.2%
CI
924
CX Institutional
Indiana
$3.77M +$3.77M +10,394 New
HIS
925
Harvest Investment Services
Illinois
$3.77M -$4.6M -12,688 -55%