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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 %
BP
1401
BBR Partners
New York
$1.25M
ACM
1402
Advisors Capital Management
New Jersey
$1.25M -$398 -1 -0%
AA
1403
Aire Advisors
California
$1.25M +$1.25M +3,131 New
LWM
1404
Lyell Wealth Management
California
$1.24M +$88.3K +222 +8%
EFA
1405
Evernest Financial Advisors
Indiana
$1.24M +$1.24M +2,840 New
CSPIA
1406
Cary Street Partners Investment Advisory
Virginia
$1.24M +$754K +1,896 +156%
AF
1407
Aldebaran Financial
$1.23M +$3.98K +10 +0.3%
LP
1408
LGL Partners
Pennsylvania
$1.23M -$2.22M -5,590 -64%
BPWM
1409
Badgley Phelps Wealth Managers
Washington
$1.23M -$87.5K -220 -7%
PL
1410
Plancorp LLC
Missouri
$1.23M +$65.7K +165 +6%
PO
1411
Private Ocean
California
$1.23M -$78K -196 -6%
TCPWM
1412
Traverso Chambers Private Wealth Management
California
$1.23M +$398 +1 +0%
AWA
1413
Archvest Wealth Advisors
California
$1.22M +$1.22M +3,068 New
AMG
1414
Advisors Management Group
Wisconsin
$1.22M +$49.3K +124 +4%
GGS
1415
Galvin Gaustad & Stein
Arizona
$1.22M +$913K +2,296 +298%
MAS
1416
Madden Advisory Services
Florida
$1.22M -$129K -324 -10%
NEWAS
1417
N.E.W. Advisory Services
Wisconsin
$1.21M +$27.8K +70 +2%
EAM
1418
Empirical Asset Management
Massachusetts
$1.21M +$1.21M +3,052 New
PWM
1419
Palumbo Wealth Management
New York
$1.2M +$2.39K +6 +0.2%
FCB
1420
First Command Bank
Texas
$1.2M
HIM
1421
HawsGoodwin Investment Management
Tennessee
$1.19M
SQA
1422
Simon Quick Advisors
New Jersey
$1.19M +$427K +1,074 +56%
KCFA
1423
Key Client Fiduciary Advisors
New Jersey
$1.18M +$1.18M +2,968 New
TI
1424
Truepoint Inc
Ohio
$1.18M +$136K +342 +13%
G
1425
GenTrust
Florida
$1.17M -$132K -361 -10%