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Invesco QQQ Trust

2,014 hedge funds and large institutions have $78.8B invested in Invesco QQQ Trust in 2021 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 912 increasing their positions, 615 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,014
Holders Change
+27
Holders Change %
+1.36%
% of All Funds
35.37%
Holding in Top 10
460
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.77%
% of All Funds
8.08%
New
164
Increased
912
Reduced
615
Closed
104
Calls
$78B
Puts
$161B
Net Calls
-$83.1B
Net Calls Change
-$6.73B
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1926
Blume Capital Management
California
$125K -$118K -330 -49%
OSNBOA
1927
Old Second National Bank of Aurora
Illinois
$125K
FMII
1928
Farmers & Merchants Investments Inc
Nebraska
$124K -$1.79K -5 -1%
CCA
1929
Checchi Capital Advisers
California
$117K
CB
1930
CNB Bank
Pennsylvania
$117K +$39.5K +110 +51%
HWA
1931
Heritage Wealth Advisors
Virginia
$116K
PMFA
1932
Plante Moran Financial Advisors
Michigan
$115K -$208K -580 -64%
FFA
1933
Freedman Financial Associates
Massachusetts
$108K +$14.7K +41 +16%
HCM
1934
Horrell Capital Management
Arkansas
$107K
CBT
1935
CoreFirst Bank & Trust
Kansas
$104K
Jones Financial Companies
1936
Jones Financial Companies
Missouri
$103K
IWP
1937
IAG Wealth Partners
Wisconsin
$102K +$40.7K +113 +66%
WLPWM
1938
Walled Lake Planning & Wealth Management
Illinois
$100K
TJHA
1939
Thomas J. Herzfeld Advisors
Florida
$97K
HCM
1940
Highlander Capital Management
New Jersey
$97K
CCC
1941
Crescent Capital Consulting
Louisiana
$92K
TF
1942
Tompkins Financial
New York
$92K +$92K +256 New
AWMS
1943
Advocacy Wealth Management Services
Georgia
$89K -$6.43K -18 -7%
PH
1944
Pinnacle Holdings
Oklahoma
$88.1K
TFM
1945
TFC Financial Management
Massachusetts
$85K +$357 +1 +0.4%
LWP
1946
Laurel Wealth Planning
Minnesota
$84K
PWA
1947
Phoenix Wealth Advisors
North Carolina
$82K
SFA
1948
Semmax Financial Advisors
North Carolina
$78K
PCTC
1949
Perkins Coie Trust Company
Washington
$76K
CWM
1950
Cranbrook Wealth Management
Michigan
$73K