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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 %
KPCM
1051
Kings Point Capital Management
New York
$2.65M +$29.4K +81 +1%
LIM
1052
Leavell Investment Management
Alabama
$2.64M +$51.2K +141 +2%
GFS
1053
GYL Financial Synergies
Connecticut
$2.63M -$41K -113 -2%
BW
1054
Bison Wealth
Georgia
$2.62M +$470K +1,297 +22%
CHJWM
1055
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.62M +$50.6K +145 +2%
CFO
1056
CVA Family Office
Colorado
$2.61M +$207K +572 +9%
VAS
1057
Vestmark Advisory Solutions
Massachusetts
$2.6M -$375K -1,035 -13%
CPIG
1058
Chicago Partners Investment Group
Illinois
$2.58M +$506K +1,737 +24%
BWM
1059
BCS Wealth Management
Tennessee
$2.57M +$264K +728 +11%
TCOV
1060
Trust Company of Vermont
Vermont
$2.57M -$820K -2,261 -24%
WP
1061
WMS Partners
Maryland
$2.56M +$19.2K +53 +0.8%
SAM
1062
SignalPoint Asset Management
Missouri
$2.53M +$330K +909 +15%
NC
1063
NovaPoint Capital
Georgia
$2.51M -$4.97M -13,703 -66%
CAI
1064
Capital Advisors Inc
Oklahoma
$2.51M +$413K +1,138 +20%
DMC
1065
Drexel Morgan & Co
Pennsylvania
$2.5M
FMN
1066
Financial Management Network
California
$2.5M +$234K +633 +10%
KWM
1067
Kaydan Wealth Management
Michigan
$2.49M -$20.7K -57 -0.8%
Principal Financial Group
1068
Principal Financial Group
Iowa
$2.49M +$1.13M +3,114 +83%
CAM
1069
Covenant Asset Management
New Jersey
$2.47M
BOM
1070
Bank of Marin
California
$2.47M -$351K -969 -12%
ECG
1071
Edge Capital Group
Georgia
$2.47M -$178K -491 -7%
CWM
1072
CCG Wealth Management
California
$2.46M -$737K -2,034 -23%
CI
1073
Conning Inc
Connecticut
$2.45M
OAM
1074
Occidental Asset Management
California
$2.45M +$109K +302 +5%
SC
1075
SouthState Corp
Florida
$2.44M +$145K +401 +6%