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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 %
MW
1426
Marcum Wealth
Ohio
$1.17M +$6.36K +16 +0.5%
LODC
1427
Lanham O'Dell & Company
West Virginia
$1.17M +$1.17M +2,934 New
SL
1428
Salomon & Ludwin
Virginia
$1.17M +$337K +848 +41%
CW
1429
Cook Wealth
North Carolina
$1.17M +$1.17M +3,255 New
GP
1430
Girard Partners
Pennsylvania
$1.16M +$19.9K +50 +2%
WA1
1431
Wimmer Associates 1
California
$1.16M
TWA
1432
TCI Wealth Advisors
Arizona
$1.16M +$79.6K +200 +7%
CWP
1433
Curated Wealth Partners
California
$1.16M
FMWA
1434
Forvis Mazars Wealth Advisors
Missouri
$1.16M +$442K +1,111 +62%
FM
1435
Forward Management
California
$1.14M -$101M -253,567 -99%
HW
1436
Hancock Whitney
Mississippi
$1.14M -$39.8K -100 -3%
FPOC
1437
Financial Planners of Cleveland
Ohio
$1.14M +$1.14M +3,022 New
MPI
1438
Mairs & Power Inc
Minnesota
$1.14M +$638K +1,603 +128%
LSC
1439
Logan Stone Capital
Illinois
$1.14M +$1.14M +2,858 New
OSAM
1440
O'Shaughnessy Asset Management
Connecticut
$1.13M -$398 -1 -0%
PWP
1441
Perfromance Wealth Partners
Illinois
$1.13M +$1.13M +2,839 New
VAM
1442
Verity Asset Management
North Carolina
$1.13M -$8.75K -22 -0.8%
CL
1443
Choreo LLC
Illinois
$1.13M +$66.1K +166 +6%
CSIC
1444
Clifford Swan Investment Counsel
California
$1.12M -$188K -472 -14%
QCIG
1445
Quad-Cities Investment Group
Iowa
$1.12M +$109K +275 +11%
HH
1446
HWG Holdings
Texas
$1.12M +$1.12M +2,804 New
CAM
1447
Crestone Asset Management
Colorado
$1.11M
LF
1448
Lee Financial
Texas
$1.11M +$255K +640 +30%
FW
1449
FirstPurpose Wealth
Utah
$1.11M +$1.11M +2,784 New
AP
1450
Appleton Partners
Massachusetts
$1.11M +$167K +420 +18%