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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 %
RZH
1526
Relyea Zuckerberg Hanson
Connecticut
$946K -$294K -835 -24%
AWAG
1527
ARS Wealth Advisors Group
Florida
$941K +$5.17K +13 +0.6%
WH
1528
Willner & Heller
California
$939K +$939K +2,623 New
JAM
1529
JCIC Asset Management
Ontario, Canada
$937K
CST
1530
Charles Schwab Trust
Nevada
$937K +$388K +975 +71%
WA
1531
Waddell & Associates
Tennessee
$934K +$934K +2,347 New
IBOK
1532
Independence Bank of Kentucky
Kentucky
$933K
WP
1533
WealthShield Partners
North Carolina
$930K +$182K +458 +24%
AWA
1534
Aaron Wealth Advisors
Illinois
$929K +$6.36K +16 +0.7%
IIM
1535
InTrack Investment Management
Vermont
$927K +$17.5K +44 +2%
B
1536
Bridgeworth
Alabama
$921K -$398 -1 -0%
AI
1537
ArchPoint Investors
Florida
$919K
BIA
1538
Bell Investment Advisors
California
$918K -$288K -725 -24%
PCIG
1539
Partners Capital Investment Group
Massachusetts
$915K -$81.2K -204 -8%
IFO
1540
Independent Family Office
New York
$915K +$125K +300 +16%
HPC
1541
HM Payson & Co
Maine
$915K +$218K +548 +31%
GWA
1542
Geometric Wealth Advisors
District of Columbia
$915K +$915K +2,301 New
BAM
1543
Berkshire Asset Management
Pennsylvania
$914K -$59.7K -150 -6%
JWM
1544
Jeppson Wealth Management
California
$914K +$1.19K +3 +0.1%
SFP
1545
Sterling Financial Planning
New Jersey
$913K +$112K +282 +14%
AP
1546
Advisor Partners
California
$911K -$29.8K -75 -3%
OIA
1547
Optimum Investment Advisors
Illinois
$909K -$19.5K -49 -2%
AGA
1548
Arkos Global Advisors
Texas
$907K +$93.4K +235 +11%
RBC
1549
Roble Belko & Company
Pennsylvania
$906K -$42.6K -107 -4%
WE
1550
Wealth Effects
Massachusetts
$903K +$903K +2,269 New