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Invesco QQQ Trust

1,928 hedge funds and large institutions have $66.8B invested in Invesco QQQ Trust in 2020 Q4 according to their latest regulatory filings, with 354 funds opening new positions, 749 increasing their positions, 622 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,928
Holders Change
+240
Holders Change %
+14.22%
% of All Funds
34.21%
Holding in Top 10
479
Holding in Top 10 Change
+66
Holding in Top 10 Change %
+15.98%
% of All Funds
8.5%
New
354
Increased
749
Reduced
622
Closed
86
Calls
$54.8B
Puts
$121B
Net Calls
-$66.3B
Net Calls Change
-$20.9B
Name Holding Trade Value Shares
Change
Shares
Change %
BIM
1451
Baldwin Investment Management
Pennsylvania
$521K +$521K +1,660 New
TI
1452
Truehand Inc
New Hampshire
$518K
BCWM
1453
Bartlett & Co Wealth Management
Ohio
$517K +$14.7K +47 +3%
BC
1454
Bartlett & Co
Ohio
$517K +$14.7K +47 +3%
FSWA
1455
Financial Synergies Wealth Advisors
Texas
$516K +$202K +643 +64%
POIA
1456
Pin Oak Investment Advisors
Texas
$515K -$1.26K -4 -0.2%
ANBT
1457
American National Bank & Trust
Texas
$515K
SHJ
1458
Sharkey, Howes & Javer
Colorado
$514K -$3.45K -11 -0.7%
CFA
1459
Capstone Financial Advisors
Illinois
$512K +$143K +457 +39%
XF
1460
XML Financial
Maryland
$511K +$55.8K +178 +12%
BDF
1461
Black Diamond Financial
Maryland
$508K +$7.53K +24 +2%
FB
1462
Fulton Bank
Pennsylvania
$507K
MIM
1463
Moseley Investment Management
Florida
$507K +$28.2K +90 +6%
AIA
1464
Avalon Investment & Advisory
Texas
$505K -$36K -115 -7%
DSC
1465
Duncker Streett & Co
Missouri
$505K -$7.21K -23 -1%
FBA
1466
Front Barnett Associates
Illinois
$504K -$7.84K -25 -2%
ME
1467
McIlrath & Eck
Washington
$502K
Q
1468
QVR
California
$502K +$502K +1,600 New
LCH
1469
Lee Capital Holdings
New York
$502K +$502K +1,600 New
WC
1470
Westhampton Capital
North Carolina
$497K
HGWM
1471
Harvest Group Wealth Management
Massachusetts
$496K -$941 -3 -0.2%
EWG
1472
Executive Wealth Group
Washington
$496K +$1.57K +5 +0.3%
SFP
1473
Sandbox Financial Partners
Maryland
$495K +$495K +1,578 New
FFWA
1474
FRG Family Wealth Advisors
Washington
$494K
WCM
1475
Whitener Capital Management
North Carolina
$493K +$1.25K +4 +0.3%