QQQ icon

Invesco QQQ Trust
QQQ

Overview Fund Activity

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

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$6B
2
Bank of America
2
Bank of America
North Carolina
$7.47B
3
Morgan Stanley
3
Morgan Stanley
New York
$7.09B
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$736M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.32B

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.88B
2
Citigroup
2
Citigroup
New York
$1.45B
3
HF
3
HRT Financial
New York
$807M
4
Citadel Advisors
4
Citadel Advisors
Florida
$36.2M
5
SFM
5
Soros Fund Management
New York
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFA
151
Baltimore-Washington Financial Advisors
Maryland
$58.3M +$2.74M +6,887 +5%
IWA
152
Intercontinental Wealth Advisors
Texas
$57.5M +$19.8M +49,749 +52%
AWM
153
Axxcess Wealth Management
California
$57.1M +$57.1M +143,412 New
AAS
154
Ameritas Advisory Services
Nebraska
$57M +$57M +143,219 New
RF
155
Rollins Financial
Georgia
$56.9M +$56.9M +143,119 New
KWMG
156
King Wealth Management Group
Florida
$56.9M -$1.23M -3,082 -2%
CG
157
Cutler Group
California
$56.4M +$48.7M +122,438 +631%
BPA
158
Beacon Pointe Advisors
California
$55.6M -$4.49M -11,289 -7%
Rafferty Asset Management
159
Rafferty Asset Management
New York
$55.5M – – –
DWM
160
Darwin Wealth Management
Florida
$55.4M -$2.63M -7,262 -5%
CB
161
Commerce Bank
Missouri
$54.9M +$460K +1,155 +0.8%
Mackenzie Financial
162
Mackenzie Financial
Ontario, Canada
$54.1M -$54.4M -136,822 -50%
WJWM
163
Williams Jones Wealth Management
New York
$54M +$373K +937 +0.7%
AI
164
Atria Investments
North Carolina
$53.2M -$168M -421,048 -76%
GWSG
165
GPS Wealth Strategies Group
Colorado
$53M -$1.11M -2,784 -2%
MWM
166
Meridian Wealth Management
Kentucky
$52.7M +$4.03M +10,139 +8%
BF
167
BOK Financial
Oklahoma
$52.4M -$93.9K -236 -0.2%
SPIA
168
Steward Partners Investment Advisory
New York
$52.2M +$6.15M +15,467 +13%
WWM
169
Western Wealth Management
Colorado
$52.1M +$52.1M +130,952 New
GW
170
GW & Wade
Massachusetts
$51.9M +$546K +1,373 +1%
RB
171
Richmond Brothers
Michigan
$51.3M +$51.3M +129,038 New
AI
172
AdvisorShares Investments
Maryland
$51.2M -$2.1M -5,276 -4%
CI
173
Clal Insurance
Israel
$51M +$51M +128,176 New
USCWA
174
U.S. Capital Wealth Advisors
Texas
$50.9M +$735K +1,848 +1%
LNC
175
Lincoln National Corp
Pennsylvania
$50.8M -$1.23M -3,100 -2%
5 6
7
8 9