QQQ icon

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 %
OHIS
1801
Oak Harvest Investment Services
Texas
$241K +$241K +680 New
AIA
1802
Avalon Investment & Advisory
Texas
$240K -$264K -746 -52%
NL
1803
NVWM LLC
Pennsylvania
$240K -$191K -539 -44%
BHIC
1804
Bassett Hargrove Investment Counsel
Delaware
$240K +$240K +676 New
HHRDM
1805
H&H Retirement Design & Management
Nevada
$238K
MAM
1806
McLean Asset Management
Virginia
$237K
FA
1807
Fountainhead AM
New Jersey
$237K
CCM
1808
Condor Capital Management
New Jersey
$237K +$3.89K +11 +2%
FWI
1809
Facet Wealth Inc
Maryland
$237K +$11K +31 +5%
LDB
1810
Lee, Danner & Bass
Tennessee
$236K +$236K +667 New
HFA
1811
HC Financial Advisors
California
$234K
EWA
1812
Encompass Wealth Advisors
Oregon
$234K +$3.54K +10 +2%
FBT
1813
First Bankers Trust
Kentucky
$233K
CFFP
1814
Center for Financial Planning
Michigan
$233K
BFIM
1815
Beese Fulmer Investment Management
Ohio
$233K +$233K +658 New
WF
1816
WoodTrust Financial
Wisconsin
$232K
MGAM
1817
McGowan Group Asset Management
Texas
$232K +$354 +1 +0.2%
EWM
1818
Evermay Wealth Management
Virginia
$231K
LWP
1819
Lumature Wealth Partners
Georgia
$229K
RCA
1820
Ranch Capital Advisors
Florida
$228K +$50.9K +144 +29%
BA
1821
Baugh & Associates
Georgia
$227K -$7.45K -21 -3%
BIM
1822
Bridgecreek Investment Management
Oklahoma
$227K
AMIM
1823
Aull & Monroe Investment Management
Alabama
$225K
HWMG
1824
Hurlow Wealth Management Group
Indiana
$225K
GA
1825
Geller Advisors
New York
$225K