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Invesco QQQ Trust

1,928 hedge funds and large institutions have $66.8B invested in Invesco QQQ Trust in 2020 Q4 according to their latest regulatory filings, with 354 funds opening new positions, 749 increasing their positions, 622 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,928
Holders Change
+240
Holders Change %
+14.22%
% of All Funds
34.21%
Holding in Top 10
479
Holding in Top 10 Change
+66
Holding in Top 10 Change %
+15.98%
% of All Funds
8.5%
New
354
Increased
749
Reduced
622
Closed
86
Calls
$54.8B
Puts
$121B
Net Calls
-$66.3B
Net Calls Change
-$20.9B
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1101
BigSur Wealth Management
Florida
$1.39M +$502K +1,600 +56%
AI
1102
Accredited Investors
Minnesota
$1.39M +$44.2K +141 +3%
SIC
1103
Samalin Investment Counsel
New York
$1.38M -$97K -309 -7%
GSEP
1104
Golden State Equity Partners
California
$1.38M +$1.38M +4,397 New
PP
1105
Palladium Partners
Virginia
$1.37M -$1.57K -5 -0.1%
QWM
1106
QP Wealth Management
New Jersey
$1.37M +$1.37M +4,367 New
HFAS
1107
Hummer Financial Advisory Services
Illinois
$1.36M
OCM
1108
Oakwood Capital Management
California
$1.36M -$29.2K -93 -2%
VAM
1109
Verity Asset Management
North Carolina
$1.36M -$413K -1,317 -23%
SWA
1110
Sightline Wealth Advisors
Connecticut
$1.36M +$1.36M +4,323 New
AWM
1111
AllSquare Wealth Management
New York
$1.35M -$83.1K -265 -6%
II
1112
Ibex Investors
Colorado
$1.35M +$1.35M +4,300 New
CSIC
1113
Clifford Swan Investment Counsel
California
$1.35M -$261K -832 -16%
LIG
1114
Lokken Investment Group
Delaware
$1.34M +$1.34M +4,283 New
CWM
1115
Cedar Wealth Management
California
$1.34M +$568K +1,811 +74%
PTP
1116
Platform Technology Partners
New York
$1.33M +$1.33M +4,249 New
VC
1117
Veracity Capital
Georgia
$1.33M +$1.33M +4,242 New
CCMD
1118
Cypress Capital Management (Delaware)
Delaware
$1.32M
DP
1119
Dearborn Partners
Illinois
$1.31M +$26.7K +85 +2%
WWM
1120
Wolff Wiese Magana
California
$1.31M +$1.31M +4,166 New
AUB
1121
Atlantic Union Bankshares
Virginia
$1.29M -$3.14K -10 -0.2%
PAM
1122
Private Asset Management
California
$1.28M +$2.2K +7 +0.2%
BWM
1123
Baystate Wealth Management
Massachusetts
$1.28M -$58.7K -187 -4%
FCI
1124
Financial Counselors Inc
Kansas
$1.28M +$201K +641 +19%
CC
1125
Chicago Capital
Illinois
$1.28M