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Invesco QQQ Trust
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Overview Fund Activity

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.79B
2
Bank of America
Bank of America
North Carolina
+$826M
3
Morgan Stanley
Morgan Stanley
New York
+$762M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$537M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$479M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$889M
2
Citigroup
Citigroup
New York
-$824M
3
HF
HRT Financial
New York
-$600M
4
Citadel Advisors
Citadel Advisors
Florida
-$437M
5
SFM
Soros Fund Management
New York
-$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNB
2126
Security National Bank
Nebraska
$247K +$247K +621 New
CFFP
2127
Center for Financial Planning
Michigan
$246K -$15.5K -39 -6%
ZIG
2128
Zullo Investment Group
Pennsylvania
$246K +$246K +618 New
MPW
2129
MA Private Wealth
California
$246K +$246K +619 New
BAM
2130
Barrett Asset Management
New York
$245K +$1.99K +5 +0.8%
ISWM
2131
Independent Solutions Wealth Management
New York
$244K +$3.18K +8 +1%
CAC
2132
Core Alternative Capital
Georgia
$244K +$43.8K +110 +22%
WWM
2133
Windsor Wealth Management
Indiana
$244K +$244K +615 New
BRA
2134
Biechele Royce Advisors
Indiana
$243K -$33.8K -85 -12%
IA
2135
IFS Advisors
Kansas
$243K -$7.95K -20 -3%
SFG
2136
Synergy Financial Group
California
$243K +$243K +610 New
WBCM
2137
Wilson & Boucher Capital Management
California
$243K +$243K +611 New
SPA
2138
Sentinel Pension Advisors
Massachusetts
$243K +$243K +612 New
SPP
2139
Single Point Partners
Massachusetts
$242K +$242K +607 New
BFM
2140
Broadview Financial Management
Wisconsin
$241K +$797 +2 +0.3%
EWM
2141
Evermay Wealth Management
Virginia
$239K -$20.7K -52 -8%
LIM
2142
Loudon Investment Management
New Hampshire
$239K – – –
BMO
2143
Beck Mack & Oliver
New York
$239K – – –
OWM
2144
Orgel Wealth Management
Wisconsin
$239K – – –
WAOTB
2145
Wealth Advisors of Tampa Bay
Florida
$239K +$239K +600 New
APC
2146
Asset Planning Corporation
Tennessee
$239K +$239K +601 New
VNA
2147
Valley National Advisers
Pennsylvania
$238K +$19.1K +48 +9%
CPA
2148
Clear Perspective Advisors
Illinois
$237K -$89.6K -225 -27%
FWM
2149
FSA Wealth Management
Massachusetts
$237K +$398 +1 +0.2%
ACA
2150
Anchor Capital Advisors
Massachusetts
$237K +$237K +596 New
84 85
86
87 88