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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 %
SHFA
1726
SC&H Financial Advisors
Maryland
$612K +$612K +1,538 New
OC
1727
Oakworth Capital
Alabama
$610K
CB
1728
Cadence Bank
Mississippi
$610K +$78.8K +198 +15%
AMC
1729
Asset Management Corp
Illinois
$607K +$35.4K +89 +6%
MIM
1730
Moseley Investment Management
Florida
$606K -$1.59K -4 -0.3%
HG
1731
Harbor Group
New Hampshire
$602K +$398 +1 +0.1%
AWA
1732
Alta Wealth Advisors
Massachusetts
$602K +$83.6K +210 +16%
HFM
1733
Hartford Financial Management
Connecticut
$599K +$5.17K +13 +0.9%
RIM
1734
Rockbridge Investment Management
New York
$598K -$10.3K -26 -2%
LFASL
1735
Lugano Financial Advisors SA (LFA)
Switzerland
$593K -$76.8K -193 -11%
FG
1736
Fiduciary Group
Georgia
$592K -$22.3K -56 -4%
CPA
1737
Capital Performance Advisors
California
$592K +$592K +1,736 New
AIFAIM
1738
American Institute for Advanced Investment Management
Arizona
$585K -$12.3K -31 -2%
ME
1739
McIlrath & Eck
Washington
$584K +$33K +83 +6%
BA
1740
Bivin & Associates
Oklahoma
$584K +$584K +1,469 New
EIG
1741
Ellenbecker Investment Group
Wisconsin
$583K +$23.8K +60 +4%
RRC
1742
Relaxing Retirement Coach
Massachusetts
$578K +$578K +1,453 New
T2I
1743
Turim 21 Investimentos
Brazil
$577K
GF
1744
Gries Financial
Ohio
$575K +$7.96K +20 +1%
SW
1745
SkyOak Wealth
Michigan
$575K +$225K +565 +64%
HCMT
1746
Highland Capital Management (Tennessee)
Tennessee
$574K
WCM
1747
Whitener Capital Management
North Carolina
$571K -$53.6K -135 -9%
SF
1748
SBK Financial
Virginia
$571K +$571K +1,436 New
SFS
1749
Summit Financial Strategies
Ohio
$570K +$26.7K +67 +5%
GWM
1750
Gitterman Wealth Management
New Jersey
$569K +$80.8K +203 +17%