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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 %
HPC
1601
HM Payson & Co
Maine
$399K -$26.6K -75 -6%
BA
1602
Bellwether Advisors
Nebraska
$398K +$296K +837 +291%
DI
1603
Diligent Investors
California
$396K
PWPS
1604
Pinnacle Wealth Planning Services
Ohio
$396K
IRAG
1605
Investment Research & Advisory Group
Georgia
$396K
SWA
1606
Sutton Wealth Advisors
Florida
$394K +$34.4K +97 +10%
SIM
1607
Stratos Investment Management
Ohio
$393K -$6.39K -18 -2%
ICM
1608
IMS Capital Management
Oregon
$392K -$13.1K -37 -3%
MGWM
1609
Marks Group Wealth Management
Minnesota
$392K
EP
1610
EPIQ Partners
Minnesota
$391K -$70.3K -198 -15%
HWMA
1611
Heritage Wealth Management (Arizona)
Arizona
$391K +$391K +1,104 New
HCM
1612
Harvey Capital Management
Florida
$389K -$35.4K -100 -8%
SI
1613
SimpliFi Inc
California
$387K -$94.6K -267 -20%
LC
1614
Lindbrook Capital
California
$387K +$168K +475 +77%
SAMC
1615
Spectrum Asset Management (California)
California
$385K
CC
1616
Cadinha & Co
Hawaii
$385K +$28.4K +80 +8%
CWM
1617
Cahaba Wealth Management
Georgia
$381K -$8.37K -23 -2%
AWA
1618
Alta Wealth Advisors
Massachusetts
$380K +$22.7K +64 +6%
GB
1619
Goepper Burkhardt
South Carolina
$380K +$107K +301 +39%
LWP
1620
Legacy Wealth Planning
Nevada
$379K
1WM
1621
1900 Wealth Management
Texas
$377K +$97.8K +276 +35%
PP
1622
Patron Partners
Texas
$377K +$377K +1,066 New
TCBWMS
1623
Texas Capital Bank Wealth Management Services
Texas
$376K -$46.1K -130 -11%
KIG
1624
Kowal Investment Group
Wisconsin
$375K +$28.3K +80 +8%
AWM
1625
Altium Wealth Management
New York
$374K