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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 %
IC
1801
Inverness Counsel
New York
$510K -$472K
JWM
1802
JGP Wealth Management
Oregon
$506K +$506K +1,316 New
MCG
1803
McCollum Christoferson Group
New York
$505K
VPIM
1804
Vanguard Personalized Indexing Management
California
$505K
EA
1805
Eclectic Associates
California
$505K +$273K +685 +117%
DE
1806
Day & Ennis
Georgia
$500K +$398 +1 +0.1%
SWP
1807
Strategic Wealth Partners
Ohio
$495K +$189K +476 +62%
BFIC
1808
Bedell Frazier Investment Counselling
California
$493K -$53K -133 -10%
TLCM
1809
Twin Lakes Capital Management
California
$493K +$1.19K +3 +0.2%
WA
1810
Wealth Alliance
New York
$492K -$398 -1 -0.1%
NIM
1811
NuWave Investment Management
New Jersey
$483K +$483K +1,215 New
PP
1812
PDS Planning
Ohio
$482K +$37K +93 +8%
BFG
1813
Beacon Financial Group
Texas
$480K -$120K -300 -20%
UFF
1814
USA Financial Formulas
Michigan
$480K +$37.8K +95 +9%
HWM
1815
Hemington Wealth Management
Virginia
$480K +$480K +1,531 New
REMPR
1816
Roof Eidam Maycock Peralta (REMP)
California
$479K
BCM
1817
Brasada Capital Management
Texas
$479K
IFA
1818
Index Fund Advisors
California
$479K +$479K +1,204 New
CRIG
1819
Charter Research & Investment Group
Connecticut
$477K
GA
1820
Geller Advisors
New York
$475K +$223K +560 +88%
CWA
1821
Choice Wealth Advisors
Maine
$474K
CWG
1822
Cornerstone Wealth Group
North Carolina
$473K +$12.7K +32 +3%
MWM
1823
Midwest Wealth Management
Indiana
$473K +$92.7K +233 +24%
IP
1824
Investment Partners
Ohio
$470K +$97.9K +246 +26%
EBA
1825
Eagle Bay Advisors
New York
$469K -$469K -1,178 -50%