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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 %
UCFA
176
United Capital Financial Advisors
Texas
$50.4M -$1.35M -3,390 -3%
WFAG
177
Wescott Financial Advisory Group
Pennsylvania
$49.8M +$339K +853 +0.7%
PA
178
Pinnacle Associates
New York
$49.7M -$767K -1,929 -2%
LFAS
179
Level Four Advisory Services
Texas
$49.4M +$2.08M +5,237 +4%
RS
180
Retirement Solution
Washington
$48.8M -$148K -372 -0.3%
FFW
181
Fusion Family Wealth
New York
$48.3M -$3.48M -8,740 -7%
WM
182
Westpark Management
Texas
$48.1M +$48.1M +121,000 New
New York State Common Retirement Fund
183
New York State Common Retirement Fund
New York
$47.6M
CWM
184
Congress Wealth Management
Massachusetts
$47.1M +$47.1M +118,302 New
M&T Bank
185
M&T Bank
New York
$46.8M -$190K -477 -0.4%
HI
186
Harbour Investments
Wisconsin
$46.5M -$7.56M -18,995 -14%
JIP
187
Jaffetilchin Investment Partners
Florida
$46.4M +$1.51M +3,801 +3%
KWM
188
Kingsview Wealth Management
Oregon
$45.8M +$2.01M +5,041 +5%
CIBC World Market
189
CIBC World Market
Ontario, Canada
$45.8M -$1.34M -3,357 -3%
ACM
190
Alpha Capital Management
Texas
$45M +$327K +821 +0.7%
Bank of New York Mellon
191
Bank of New York Mellon
New York
$44.8M -$117K -293 -0.3%
DSN
192
D. Scott Neal
Kentucky
$44.7M -$1.06M -2,670 -2%
EK
193
Evensky & Katz
Florida
$43.9M -$266K -668 -0.6%
KHLMTHM
194
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$43.8M
RFC
195
Regions Financial Corp
Alabama
$43.1M +$4.67M +11,727 +12%
BRWA
196
B. Riley Wealth Advisors
Florida
$42.8M +$2.21M +5,554 +5%
TWM
197
Tanglewood Wealth Management
Texas
$42.6M +$4.31M +10,838 +11%
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$42.6M -$859K -2,160 -2%
OC
199
Oppenheimer & Co
New York
$42.5M +$6.05M +15,218 +17%
AWP
200
Ascent Wealth Partners
New York
$42.2M -$1.18M -2,972 -3%