QQQ icon

Invesco QQQ Trust

1,936 hedge funds and large institutions have $72.3B invested in Invesco QQQ Trust in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 723 increasing their positions, 791 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,936
Holders Change
+8
Holders Change %
+0.41%
% of All Funds
34.09%
Holding in Top 10
427
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-10.86%
% of All Funds
7.52%
New
174
Increased
723
Reduced
791
Closed
135
Calls
$58.4B
Puts
$143B
Net Calls
-$84.5B
Net Calls Change
-$18.2B
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
1101
Carmichael Hill & Associates
Maryland
$1.31M +$19.8K +62 +2%
FFA
1102
Founders Financial Alliance
North Carolina
$1.31M -$170K -530 -11%
SB
1103
Strategic Blueprint
Georgia
$1.31M +$310K +972 +31%
PAM
1104
Private Asset Management
California
$1.31M +$8.94K +28 +0.7%
TW
1105
Transform Wealth
Colorado
$1.31M -$3.09M -9,684 -70%
IAA
1106
Independent Advisor Alliance
North Carolina
$1.31M -$2.08M -6,525 -61%
WAM
1107
Wakefield Asset Management
Colorado
$1.31M +$24.6K +77 +2%
TA
1108
Tectonic Advisors
Texas
$1.3M -$5.43M -17,019 -81%
VBFP
1109
Valtinson Bruner Financial Planning
Minnesota
$1.3M -$6.49K -19 -0.5%
CA
1110
Claro Advisors
Massachusetts
$1.3M +$1.3M +4,066 New
IGGA
1111
Iron Gate Global Advisors
Utah
$1.29M -$1.46M -4,565 -53%
SWA
1112
Sightline Wealth Advisors
Connecticut
$1.29M -$93.4K -292 -7%
FFC
1113
First Financial Corp
Indiana
$1.29M +$28.4K +89 +2%
MAS
1114
Managed Account Services
Florida
$1.28M -$192K -601 -13%
DWM
1115
Doyle Wealth Management
Florida
$1.28M -$13.7K -43 -1%
PAS
1116
Park Avenue Securities
New York
$1.28M -$3.19K -10 -0.2%
MIM
1117
Merrion Investment Management
New Jersey
$1.28M
LSA
1118
L & S Advisors
California
$1.27M -$167K -524 -12%
PCS
1119
Personal CFO Solutions
New Jersey
$1.27M +$64.8K +203 +5%
OPCM
1120
Osborne Partners Capital Management
California
$1.26M -$20.7K -65 -2%
DHFB
1121
Dixon Hubard Feinour & Brown
Virginia
$1.25M +$636K +2,129 +103%
WDL
1122
Well Done LLC
Michigan
$1.25M +$588K +1,841 +88%
DP
1123
Denver PWM
Colorado
$1.25M -$3.89K -14 -0.3%
IIM
1124
Ipswich Investment Management
Massachusetts
$1.25M +$2.24K +7 +0.2%
EWF
1125
Epstein & White Financial
California
$1.24M +$8.96K +28 +0.7%