QQQ icon

Invesco QQQ Trust

1,987 hedge funds and large institutions have $77.6B invested in Invesco QQQ Trust in 2021 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 866 increasing their positions, 647 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+51
Holders Change %
+2.63%
% of All Funds
34.69%
Holding in Top 10
452
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+5.85%
% of All Funds
7.89%
New
185
Increased
866
Reduced
647
Closed
108
Calls
$66.2B
Puts
$143B
Net Calls
-$76.4B
Net Calls Change
+$8.09B
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1501
BT Wealth Management
Georgia
$527K
PG
1502
Prostatis Group
Maryland
$527K +$120K +338 +29%
AWA
1503
ARS Wealth Advisors
Florida
$526K +$526K +1,484 New
HFM
1504
Hartford Financial Management
Connecticut
$525K -$1.77K -5 -0.3%
MFW
1505
Mosaic Family Wealth
Missouri
$525K
JLBC
1506
J.L. Bainbridge & Co
Florida
$525K +$10.3K +29 +2%
VFM
1507
Vivid Financial Management
California
$523K +$33.3K +94 +7%
VCA
1508
Verdence Capital Advisors
Maryland
$520K +$138K +390 +36%
FVWA
1509
Foster Victor Wealth Advisors
South Carolina
$518K +$35.1K +99 +7%
OC
1510
Oakworth Capital
Alabama
$516K
RRC
1511
Relaxing Retirement Coach
Massachusetts
$515K
FWM
1512
Foresight Wealth Management
Utah
$514K -$60.2K -170 -10%
FMWA
1513
Forvis Mazars Wealth Advisors
Missouri
$512K -$1.91M -5,400 -79%
HCMT
1514
Highland Capital Management (Tennessee)
Tennessee
$511K -$120K -340 -19%
PWLP
1515
Prio Wealth Limited Partnership
Massachusetts
$510K
LNWTC
1516
Laird Norton Wetherby Trust Company
Washington
$503K +$7.08K +20 +1%
ME
1517
McIlrath & Eck
Washington
$502K -$37.9K -107 -7%
BFWA
1518
Benchmark Financial Wealth Advisors
Florida
$501K +$354 +1 +0.1%
JSC
1519
Jackson Square Capital
California
$499K -$354 -1 -0.1%
MPCG
1520
Matrix Private Capital Group
New York
$498K
VFIC
1521
Valley Forge Investment Consultants
Pennsylvania
$498K +$498K +1,406 New
NA
1522
Nottingham Advisors
New York
$497K
WCM
1523
Wunderlich Capital Managemnt
Tennessee
$496K +$171K +745 +53%
BPCA
1524
Bank Pictet & Cie (Asia)
Singapore
$496K +$496K +1,400 New
LB
1525
Leo Brokerage
Texas
$495K +$9.56K +27 +2%