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Invesco QQQ Trust

2,373 hedge funds and large institutions have $91.9B invested in Invesco QQQ Trust in 2021 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 919 increasing their positions, 671 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,373
Holders Change
+359
Holders Change %
+17.83%
% of All Funds
36.65%
Holding in Top 10
561
Holding in Top 10 Change
+101
Holding in Top 10 Change %
+21.96%
% of All Funds
8.66%
New
494
Increased
919
Reduced
671
Closed
95
Calls
$77.4B
Puts
$165B
Net Calls
-$87.3B
Net Calls Change
-$4.21B
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
1101
Capital Investment Advisors
Georgia
$2.65M +$365K +918 +16%
KTA
1102
Keeley-Teton Advisors
Illinois
$2.64M +$2.39K +6 +0.1%
CFO
1103
CVA Family Office
Colorado
$2.64M +$1.85M +4,656 +235%
MIM
1104
Macroview Investment Management
Maryland
$2.61M -$39K -98 -1%
GWM
1105
Greenhouse Wealth Management
Connecticut
$2.6M +$1.19K +3 +0%
APWM
1106
Atlas Private Wealth Management
New York
$2.59M -$150K -378 -5%
SFG
1107
SNS Financial Group
Minnesota
$2.58M -$34.2K -86 -1%
CC
1108
Codex Capital
New York
$2.58M
OAM
1109
Occidental Asset Management
California
$2.57M -$1.32M -3,313 -34%
CWS
1110
Cypress Wealth Services
California
$2.57M -$12.3K -31 -0.5%
BWM
1111
Brickley Wealth Management
California
$2.55M
AFWM
1112
AMJ Financial Wealth Management
Virginia
$2.55M +$17.9K +45 +0.7%
SB
1113
Sunflower Bank
Texas
$2.54M
BFA
1114
Beacon Financial Advisory
Ohio
$2.54M +$31.8K +80 +1%
BRC
1115
Bell Rock Capital
Delaware
$2.54M +$2.54M +6,412 New
CHJWM
1116
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.54M +$300K +868 +13%
BWM
1117
BCS Wealth Management
Tennessee
$2.53M +$390K +979 +18%
HCMG
1118
Howard Capital Management Group
California
$2.52M -$9.95K -25 -0.4%
CWM
1119
Collaborative Wealth Management
Florida
$2.52M +$2.52M +6,341 New
SC
1120
SouthState Corp
Florida
$2.52M
BFA
1121
Benedict Financial Advisors
Georgia
$2.52M +$66.8K +168 +3%
OIS
1122
Okabena Investment Services
Minnesota
$2.51M +$2.51M +6,319 New
WDL
1123
Well Done LLC
Michigan
$2.5M +$955K +2,400 +62%
FNFDCM
1124
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.5M
CA
1125
Crewe Advisors
Utah
$2.5M +$398 +1 +0%