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Invesco QQQ Trust

2,319 hedge funds and large institutions have $87.8B invested in Invesco QQQ Trust in 2022 Q1 according to their latest regulatory filings, with 195 funds opening new positions, 921 increasing their positions, 916 reducing their positions, and 218 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,319
Holders Change
-54
Holders Change %
-2.28%
% of All Funds
36.7%
Holding in Top 10
522
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-6.95%
% of All Funds
8.26%
New
195
Increased
921
Reduced
916
Closed
218
Calls
$77.7B
Puts
$171B
Net Calls
-$93.7B
Net Calls Change
-$6.35B
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
1901
Baldrige Asset Management
Pennsylvania
$371K +$24.6K +68 +7%
HWA
1902
Heartwood Wealth Advisors
Virginia
$370K +$186K +512 +101%
SI
1903
SimpliFi Inc
California
$369K +$2.9K +8 +0.8%
D
1904
Dentgroup
Louisiana
$368K
LRPA
1905
L. Roy Papp & Associates
Arizona
$367K
RWA
1906
Ropes Wealth Advisors
Massachusetts
$367K +$13.4K +37 +4%
NMG
1907
New Millennium Group
Utah
$367K +$367K +1,013 New
VDI
1908
Vaughan David Investments
Illinois
$365K -$47.2K -130 -11%
HP
1909
HT Partners
Connecticut
$364K
SC
1910
Skylands Capital
Wisconsin
$363K -$36.3K -100 -9%
OLA
1911
Oliver Luxxe Assets
New Jersey
$363K
TWP
1912
TFO Wealth Partners
Ohio
$363K +$294K +811 +429%
SC
1913
Shay Capital
New York
$363K +$363K +1,000 New
BFPW
1914
BOK Financial Private Wealth
Colorado
$360K +$360K +993 New
AGA
1915
Arkos Global Advisors
Texas
$359K -$468K -1,291 -57%
NCM
1916
Northwest Capital Management
Oregon
$359K
WCA
1917
Waypoint Capital Advisors
Minnesota
$359K
KIG
1918
Kowal Investment Group
Wisconsin
$359K +$125K +345 +54%
MRWM
1919
ML&R Wealth Management
Texas
$357K
OFG
1920
Orcam Financial Group
California
$356K +$62.4K +172 +21%
IAA
1921
Independent Advisor Alliance
North Carolina
$355K +$355K +978 New
SFS
1922
Solitude Financial Services
Virginia
$354K -$2.62M -7,219 -88%
APSI
1923
Asset Planning Services Inc
Louisiana
$354K -$7.26K -20 -2%
BO
1924
BRR OpCo
Ohio
$354K +$2.9K +8 +0.8%
SPWM
1925
Schrum Private Wealth Management
Florida
$354K +$18K +56 +5%