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Invesco QQQ Trust

1,928 hedge funds and large institutions have $66.8B invested in Invesco QQQ Trust in 2020 Q4 according to their latest regulatory filings, with 354 funds opening new positions, 749 increasing their positions, 622 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,928
Holders Change
+240
Holders Change %
+14.22%
% of All Funds
34.21%
Holding in Top 10
479
Holding in Top 10 Change
+66
Holding in Top 10 Change %
+15.98%
% of All Funds
8.5%
New
354
Increased
749
Reduced
622
Closed
86
Calls
$54.8B
Puts
$121B
Net Calls
-$66.3B
Net Calls Change
-$20.9B
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
1726
Capital Bank & Trust
California
$253K +$253K +806 New
CFFP
1727
Center for Financial Planning
Michigan
$252K
HPWA
1728
Hall Private Wealth Advisors
North Carolina
$251K +$251K +800 New
PBC
1729
Pavion Blue Capital
California
$248K
MAG
1730
Mayfair Advisory Group
Alabama
$248K +$19.1K +61 +8%
FC
1731
Ferris Capital
Massachusetts
$247K
TF
1732
TimeScale Financial
Massachusetts
$247K +$313 +1 +0.1%
HVP
1733
Hudson Value Partners
Florida
$247K +$247K +790 New
HHGA
1734
Halbert Hargrove Global Advisors
California
$246K +$246K +783 New
SIAP
1735
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$245K -$4.71K -15 -2%
FFBTD
1736
First Financial Bank - Trust Division
Ohio
$244K
MHR
1737
Matthew Hamilton Rosenberg
$244K
TCM
1738
Tradewinds Capital Management
Washington
$242K -$313 -1 -0.1%
NPP
1739
New Potomac Partners
Maryland
$242K
1WM
1740
1900 Wealth Management
Texas
$242K +$242K +770 New
WA
1741
Wealth Alliance
New York
$241K +$241K +768 New
VCA
1742
Verdence Capital Advisors
Maryland
$241K +$241K +769 New
QWM
1743
Quaker Wealth Management
New Jersey
$240K -$159K -505 -40%
ARG
1744
Advisory Resource Group
Oklahoma
$240K -$102K -327 -30%
LWA
1745
Lenox Wealth Advisors
New York
$240K
RWA
1746
Ropes Wealth Advisors
Massachusetts
$240K
WW
1747
Waterfront Wealth
Kansas
$240K +$240K +766 New
LTI
1748
Laffer Tengler Investments
Tennessee
$240K
LWANC
1749
Laurel Wealth Advisors (North Carolina)
North Carolina
$239K +$626 +2 +0.3%
MAM
1750
Madison Asset Management
Wisconsin
$238K -$47.2K -150 -17%