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Invesco QQQ Trust

1,079 hedge funds and large institutions have $24.1B invested in Invesco QQQ Trust in 2017 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 345 increasing their positions, 357 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+154
Holders Change %
+16.65%
% of All Funds
24.51%
Holding in Top 10
188
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+27.89%
% of All Funds
4.27%
New
216
Increased
345
Reduced
357
Closed
54
Calls
$15.9B
Puts
$42.3B
Net Calls
-$26.4B
Net Calls Change
-$2.85B
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
1001
Lenox Wealth Management
Ohio
$82K -$15.5K -99 -16%
VFA
1002
Valeo Financial Advisors
Indiana
$79K +$19.4K +124 +33%
SWA
1003
Sutton Wealth Advisors
Florida
$78.5K
MA
1004
MCF Advisors
Kentucky
$78K -$22.1K -142 -22%
TSW
1005
Thompson Siegel & Walmsley
Virginia
$78K
BAM
1006
Barrett Asset Management
New York
$73K
JWA
1007
JFS Wealth Advisors
Pennsylvania
$73K
TF
1008
Tompkins Financial
New York
$72K
CWM
1009
Cranbrook Wealth Management
Michigan
$69K
SWMG
1010
Signature Wealth Management Group
Georgia
$69K +$69K +441 New
WTB
1011
Washington Trust Bank
Washington
$68K +$6.2K +40 +10%
ClearBridge Investments
1012
ClearBridge Investments
New York
$62K -$71.3K -460 -53%
OFS
1013
Orrstown Financial Services
Pennsylvania
$62K
1832 Asset Management
1014
1832 Asset Management
Ontario, Canada
$62K +$62K +400 New
FPS
1015
Fieldpoint Private Securities
Connecticut
$62K +$62K +400 New
WAS
1016
Winch Advisory Services
Wisconsin
$60K
SQA
1017
Simon Quick Advisors
New Jersey
$58K -$8.07K -48 -12%
CHP
1018
Cable Hill Partners
Oregon
$56K
OTC
1019
Opera Trading Capital
France
$55K +$55K +350 New
CT
1020
CPF Texas
Texas
$54K +$54K +344 New
OIA
1021
OneDigital Investment Advisors
Kansas
$53K -$96.5K -623 -65%
FMII
1022
Farmers & Merchants Investments Inc
Nebraska
$51K
LF
1023
Lee Financial
Texas
$50K
ECM
1024
Exchange Capital Management
Michigan
$48K -$51.5K -328 -52%
THWM
1025
Taylor Hoffman Wealth Management
Virginia
$48K +$48K +308 New