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Invesco QQQ Trust

2,014 hedge funds and large institutions have $78.8B invested in Invesco QQQ Trust in 2021 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 912 increasing their positions, 615 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,014
Holders Change
+27
Holders Change %
+1.36%
% of All Funds
35.37%
Holding in Top 10
460
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.77%
% of All Funds
8.08%
New
164
Increased
912
Reduced
615
Closed
104
Calls
$78B
Puts
$161B
Net Calls
-$83.1B
Net Calls Change
-$6.73B
Name Holding Trade Value Shares
Change
Shares
Change %
FPCP
951
Fort Point Capital Partners
California
$2.71M +$1.33M +3,725 +97%
JWA
952
JFS Wealth Advisors
Pennsylvania
$2.7M +$2.52M +7,052 +1,408%
SFG
953
Sowa Financial Group
Rhode Island
$2.7M +$12.9K +36 +0.5%
GIA
954
Gladstone Institutional Advisory
Florida
$2.69M +$894K +2,496 +50%
SIC
955
Samalin Investment Counsel
New York
$2.69M +$110K +306 +4%
KC
956
Kingfisher Capital
North Carolina
$2.68M -$4.3K -12 -0.2%
CCIA
957
Cherry Creek Investment Advisors
Colorado
$2.68M -$42.2K -118 -2%
WP
958
WMS Partners
Maryland
$2.68M +$163K +456 +6%
KFS
959
Kaizen Financial Strategies
California
$2.67M +$2.67M +7,448 New
MFG
960
Magnus Financial Group
New York
$2.64M -$240K -671 -8%
NCM
961
Narwhal Capital Management
Georgia
$2.64M +$271K +757 +11%
AWM
962
Accel Wealth Management
Iowa
$2.64M +$487K +1,360 +23%
S
963
SignatureFD
Georgia
$2.64M +$496K +1,386 +23%
CCP
964
Corient Capital Partners
California
$2.64M -$197K -549 -7%
GFS
965
GYL Financial Synergies
Connecticut
$2.64M -$53.3K -149 -2%
ECG
966
Edge Capital Group
Georgia
$2.64M +$17.9K +50 +0.7%
CFG
967
Citizens Financial Group
Rhode Island
$2.63M +$835K +2,331 +47%
BCA
968
Bay Colony Advisors
Massachusetts
$2.59M -$196K -549 -7%
CHJWM
969
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.59M +$234K +588 +10%
DI
970
Disciplined Investments
Oklahoma
$2.57M +$282K +787 +12%
LIM
971
Leavell Investment Management
Alabama
$2.57M -$600K -1,675 -19%
BBPWM
972
Blue Bell Private Wealth Management
Pennsylvania
$2.56M -$74.8K -209 -3%
KP
973
Keel Point
Alabama
$2.55M +$1.47M +4,094 +135%
BDWCC
974
B&D White Capital Company
Texas
$2.54M +$1.72M +4,809 +209%
BW
975
Bison Wealth
Georgia
$2.54M -$21.1K -59 -0.8%