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Invesco QQQ Trust
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.43B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$2.47B
3
AS
Altshuler Shaham
Israel
+$2.32B
4
Barclays
Barclays
United Kingdom
+$776M
5
Jane Street
Jane Street
New York
+$702M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
-$1.3B
2
Morgan Stanley
Morgan Stanley
New York
-$1.04B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$764M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$533M
5
UBS Group
UBS Group
Switzerland
-$388M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
2001
TRUADVICE
Florida
$298K +$298K +937 New
PWA
2002
Primoris Wealth Advisors
Florida
$297K – – –
KAM
2003
Knightsbridge Asset Management
California
$297K +$297K +818 New
MPIA
2004
Mountain Pacific Investment Advisers
Idaho
$296K -$19.2K -53 -6%
FFBTD
2005
First Financial Bank - Trust Division
Ohio
$296K -$1.45K -4 -0.5%
PWM
2006
Paulson Wealth Management
Illinois
$296K +$7.25K +20 +3%
RP
2007
Rice Partnership
Hawaii
$295K -$72.6K -200 -20%
TA
2008
Tectonic Advisors
Texas
$295K -$16.3K -45 -5%
MCA
2009
Magnolia Capital Advisors
Mississippi
$294K +$39.9K +110 +16%
SBWIC
2010
Schaper Benz & Wise Investment Counsel
Wisconsin
$293K – – –
GPA
2011
Guidance Point Advisors
Massachusetts
$292K +$6.88K +19 +2%
LCM
2012
Liberty Capital Management
Michigan
$292K +$20.3K +56 +7%
DMIC
2013
Dixon Mitchell Investment Counsel
British Columbia, Canada
$291K +$29K +80 +11%
FBC
2014
Fairfield, Bush & Co
Connecticut
$291K – – –
CANC
2015
Culbertson A N & Co
Virginia
$290K -$6.89K -19 -2%
TFP
2016
Tilia Fiduciary Partners
North Carolina
$289K -$7.61K -21 -3%
TI
2017
tru Independence
Oregon
$289K – – –
CFA
2018
Compass Financial Advisors
Indiana
$289K +$32.7K +90 +13%
W
2019
WealthOne
New York
$288K +$76.2K +210 +36%
PBC
2020
Pavion Blue Capital
California
$287K – – –
JWBC
2021
John W. Brooker & Co
California
$287K – – –
OFP
2022
OLIO Financial Planning
Virginia
$287K +$287K +793 New
KW
2023
KWB Wealth
California
$286K – – –
FC
2024
Ferris Capital
Massachusetts
$286K – – –
MAG
2025
Mayfair Advisory Group
Alabama
$286K – – –
79 80
81
82 83