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Invesco QQQ Trust
QQQ

Overview Fund Activity

2,014 hedge funds and large institutions have $78.8B invested in Invesco QQQ Trust in 2021 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 912 increasing their positions, 615 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,014
Holders Change
+27
Holders Change %
+1.36%
% of All Funds
35.37%
Holding in Top 10
460
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.77%
% of All Funds
8.08%
New
164
Increased
912
Reduced
615
Closed
104
Calls
$78B
Puts
$161B
Net Calls
-$83.1B
Net Calls Change
-$6.73B

Top Buyers

1
HF
HRT Financial
New York
+$903M
2
Morgan Stanley
Morgan Stanley
New York
+$603M
3
PP
Prudential plc
United Kingdom
+$558M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$525M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$267M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$877M
2
WFS
Weitzel Financial Services
Iowa
-$647M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$613M
4
UBS Group
UBS Group
Switzerland
-$608M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$541M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
1151
NewEdge Wealth
Pennsylvania
$1.5M +$1.18M +3,299 +372%
CWP
1152
Capital Wealth Planning
Florida
$1.49M -$2.1M -5,852 -58%
WAM
1153
Wakefield Asset Management
Colorado
$1.49M +$6.44K +18 +0.4%
DP
1154
Denver PWM
Colorado
$1.48M +$1.43K +4 +0.1%
WSTAM
1155
Wilbanks Smith & Thomas Asset Management
Virginia
$1.48M +$81.2K +227 +6%
NGA
1156
Naples Global Advisors
Florida
$1.48M +$196K +548 +15%
CWA
1157
Capital Wealth Alliance
Arizona
$1.48M +$1.11M +3,025 +305%
SIC
1158
Shoker Investment Counsel
Ohio
$1.47M +$110K +306 +8%
MPW
1159
Monterey Private Wealth
California
$1.46M +$167K +466 +13%
TVWM
1160
Tower View Wealth Management
Wisconsin
$1.46M -$34.7K -97 -2%
PCS
1161
Personal CFO Solutions
New Jersey
$1.45M -$28.3K -79 -2%
LIG
1162
Lokken Investment Group
Delaware
$1.44M +$12.2K +34 +0.8%
AAMA
1163
Advanced Asset Management Advisors
Ohio
$1.44M – – –
MIM
1164
Merrion Investment Management
New Jersey
$1.44M – – –
LNWWM
1165
Laird Norton Wetherby Wealth Management
California
$1.43M – – –
OPCM
1166
Osborne Partners Capital Management
California
$1.43M -$41.2K -115 -3%
VBFP
1167
Valtinson Bruner Financial Planning
Minnesota
$1.43M – – –
PM
1168
Penbrook Management
New York
$1.42M -$12.5K -35 -0.9%
AIM
1169
Acropolis Investment Management
Missouri
$1.42M -$17.1K -50 -1%
AWM
1170
Accurate Wealth Management
Florida
$1.42M -$14.9M -41,179 -91%
FFA
1171
Founders Financial Alliance
North Carolina
$1.41M -$85.9K -240 -6%
BWM
1172
Baystate Wealth Management
Massachusetts
$1.41M -$63K -176 -4%
IIM
1173
Ipswich Investment Management
Massachusetts
$1.41M -$716 -2 -0.1%
WDL
1174
Well Done LLC
Michigan
$1.39M -$5.01K -14 -0.4%
WCF
1175
West Coast Financial
California
$1.39M – – –
45 46
47
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