QQQ icon

Invesco QQQ Trust

1,649 hedge funds and large institutions have $51.4B invested in Invesco QQQ Trust in 2020 Q2 according to their latest regulatory filings, with 216 funds opening new positions, 753 increasing their positions, 504 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,649
Holders Change
+100
Holders Change %
+6.46%
% of All Funds
33.9%
Holding in Top 10
384
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+19.25%
% of All Funds
7.89%
New
216
Increased
753
Reduced
504
Closed
103
Calls
$36.2B
Puts
$67B
Net Calls
-$30.8B
Net Calls Change
-$16.7B
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
1551
Kelly Financial Services
Massachusetts
$131K -$29K -117 -18%
BAM
1552
Barrett Asset Management
New York
$130K
BFM
1553
Boston Financial Management
Massachusetts
$129K
MSFP
1554
Mark Sheptoff Financial Planning
Connecticut
$129K
RCA
1555
Ranch Capital Advisors
Florida
$127K -$31.3K -116 -20%
AAIM
1556
Asset Advisors Investment Management
Georgia
$126K +$126K +509 New
LWS
1557
Lucia Wealth Services
California
$118K +$13.6K +55 +13%
JWA
1558
JFS Wealth Advisors
Pennsylvania
$116K
BFIM
1559
Beese Fulmer Investment Management
Ohio
$116K +$116K +470 New
AWMS
1560
Advocacy Wealth Management Services
Georgia
$114K
PMFA
1561
Plante Moran Financial Advisors
Michigan
$109K
EI
1562
Ellevest Inc
New York
$105K -$65K -262 -38%
FMII
1563
Farmers & Merchants Investments Inc
Nebraska
$104K +$9.14K +37 +10%
BCP
1564
Blue Chip Partners
Michigan
$100K +$100K +403 New
RCM
1565
Rain Capital Management
Oregon
$99K -$49.5K -200 -33%
KC
1566
Knuff & Co
California
$99K
QCMC
1567
Quantum Capital Management (California)
California
$99K
USGIU
1568
U.S. Global Investors (USGI)
Texas
$99K +$99K +400 New
PWMG
1569
Prestige Wealth Management Group
New Jersey
$90K
AP
1570
Advisors Preferred
Maryland
$88K +$37.7K +150 +75%
BAMG
1571
Brand Asset Management Group
Missouri
$81K -$4.71K -19 -5%
LWA
1572
Lenox Wealth Advisors
New York
$76K +$37.3K +150 +96%
HWA
1573
Heritage Wealth Advisors
Virginia
$74K +$22.3K +90 +43%
HDIM
1574
Hanson & Doremus Investment Management
Vermont
$74K -$11.1K -45 -13%
VNA
1575
Valley National Advisers
Pennsylvania
$74K -$5.43K -22 -7%