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Invesco QQQ Trust

1,097 hedge funds and large institutions have $24.6B invested in Invesco QQQ Trust in 2018 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 455 increasing their positions, 359 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,097
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
25.18%
Holding in Top 10
187
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.53%
% of All Funds
4.29%
New
119
Increased
455
Reduced
359
Closed
89
Calls
$19.7B
Puts
$54B
Net Calls
-$34.3B
Net Calls Change
-$7.91B
Name Holding Trade Value Shares
Change
Shares
Change %
RFWA
1051
RPg Family Wealth Advisory
Massachusetts
$36.5K
PCTC
1052
Perkins Coie Trust Company
Washington
$34K
BWA
1053
Burt Wealth Advisors
Maryland
$34K +$14.4K +89 +74%
SFPIA
1054
Stevens First Principles Investment Advisors
California
$32K
AWMS
1055
Advocacy Wealth Management Services
Georgia
$32K
MCM
1056
MV Capital Management
Maryland
$32K
BAM
1057
Bruderman Asset Management
New York
$32K +$32K +200 New
HCM
1058
Highlander Capital Management
New Jersey
$31K
WC
1059
Whitnell & Co
Illinois
$31K
VCM
1060
Versant Capital Management
Arizona
$31K
CFG
1061
Citizens Financial Group
Rhode Island
$31K +$31K +192 New
ECM
1062
Exchange Capital Management
Michigan
$29K -$20.3K -126 -41%
DAM
1063
Delta Asset Management
Tennessee
$28K
DPA
1064
Delphi Private Advisors
California
$27K -$7.42K -47 -22%
KF
1065
Krilogy Financial
Missouri
$24K +$7.78K +48 +48%
IP
1066
Intellectus Partners
California
$22K
SMFG
1067
Sumitomo Mitsui Financial Group
Japan
$22K +$22K +135 New
1IA
1068
1834 Investment Advisors
Wisconsin
$21K
APSP
1069
Asset Planning Services (Pennsylvania)
Pennsylvania
$20K
LWS
1070
Lucia Wealth Services
California
$20K +$20K +124 New
MGIA
1071
Moneta Group Investment Advisors
Missouri
$20K +$20K +125 New
OPWM
1072
Oak Point Wealth Management
Michigan
$19K +$19K +120 New
RIA
1073
RPG Investment Advisory
California
$18K -$3.27K -20 -15%
HR
1074
Howe & Rusling
New York
$18K +$18K +112 New
SAM
1075
Shamrock Asset Management
Texas
$17K +$17K +100 New