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Invesco QQQ Trust

1,928 hedge funds and large institutions have $66.8B invested in Invesco QQQ Trust in 2020 Q4 according to their latest regulatory filings, with 354 funds opening new positions, 749 increasing their positions, 622 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,928
Holders Change
+240
Holders Change %
+14.22%
% of All Funds
34.21%
Holding in Top 10
479
Holding in Top 10 Change
+66
Holding in Top 10 Change %
+15.98%
% of All Funds
8.5%
New
354
Increased
749
Reduced
622
Closed
86
Calls
$54.8B
Puts
$121B
Net Calls
-$66.3B
Net Calls Change
-$20.9B
Name Holding Trade Value Shares
Change
Shares
Change %
RFC
201
Regions Financial Corp
Alabama
$29.9M +$914K +2,914 +3%
Bank of New York Mellon
202
Bank of New York Mellon
New York
$29.4M -$1.91M -6,076 -6%
JWM
203
Jackson Wealth Management
Florida
$29.3M -$1.68M -5,364 -5%
DADC
204
D.A. Davidson & Co
Montana
$29.2M -$3.22M -10,256 -10%
NEIRG
205
New England Investment & Retirement Group
Massachusetts
$29.1M +$628K +2,002 +2%
SL
206
Stevard LLC
Illinois
$29M +$104K +330 +0.4%
SPIA
207
Steward Partners Investment Advisory
New York
$28.8M +$984K +3,135 +4%
KHLMTHM
208
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$28.8M +$1.86M +5,907 +7%
EW
209
Evoke Wealth
California
$28.8M +$995K +3,173 +4%
MCM
210
Murphy Capital Management
New Jersey
$28.5M +$254K +810 +0.9%
BPGAM
211
BTG Pactual Global Asset Management
Bermuda
$28.4M +$28.4M +90,602 New
PRS
212
Pinkerton Retirement Specialists
Idaho
$28.4M -$1.25M -3,985 -4%
SGCA
213
Steel Grove Capital Advisors
Tennessee
$28.2M +$5.41M +17,236 +24%
FHA
214
First Horizon Advisors
Tennessee
$28M -$91.6K -292 -0.3%
SWM
215
Segment Wealth Management
Texas
$28M +$52.4K +167 +0.2%
BZWA
216
Blue Zone Wealth Advisors
California
$28M +$494K +1,576 +2%
IWM
217
IHT Wealth Management
Illinois
$27.9M -$488K -1,556 -2%
MHS
218
M Holdings Securities
Oregon
$27.9M +$1.57M +5,016 +6%
FM
219
Forward Management
California
$27.8M +$27.8M +88,466 New
SW
220
SlateStone Wealth
Florida
$27.7M -$48.6K -155 -0.2%
PWS
221
Paragon Wealth Strategies
Florida
$27.6M +$2.99M +9,518 +12%
KA
222
Kozak & Associates
Colorado
$27.3M +$27.3M +82,391 New
ANTB
223
AMG National Trust Bank
Colorado
$27.1M -$173K -551 -0.6%
GVAG
224
Great Valley Advisor Group
Delaware
$27M +$2.33M +7,424 +9%
AWM
225
Affinity Wealth Management
Delaware
$26.6M +$1.34M +4,233 +5%