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Invesco QQQ Trust

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
Name Holding Trade Value Shares
Change
Shares
Change %
EK
201
Evensky & Katz
Florida
$40M +$15.6K +43 +0%
DSN
202
D. Scott Neal
Kentucky
$39.4M -$1.31M -3,614 -3%
IPW
203
Intergy Private Wealth
Colorado
$39.1M +$12.7M +34,929 +48%
Bank of New York Mellon
204
Bank of New York Mellon
New York
$38.9M -$1.89M -5,227 -5%
CWM
205
Connecticut Wealth Management
Connecticut
$38.2M -$141K -390 -0.4%
PWS
206
Paragon Wealth Strategies
Florida
$37.2M +$177K +487 +0.5%
CAM
207
Cresset Asset Management
Illinois
$37.1M +$1.4M +3,865 +4%
CA
208
Clearstead Advisors
Ohio
$37M +$1.23M +3,396 +3%
MCC
209
Money Concepts Capital
Florida
$36.9M +$15.4M +42,483 +72%
KWM
210
Kingsview Wealth Management
Oregon
$36.3M -$5.42M -14,953 -13%
AWP
211
Ascent Wealth Partners
New York
$36M -$2.44M -6,730 -6%
NFC
212
Northeast Financial Consultants
Connecticut
$35.9M +$1.5M +4,146 +4%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$35.7M -$107K -294 -0.3%
SI
214
Stephens Inc
Arkansas
$35.7M +$1.96M +5,410 +6%
IWC
215
Integrated Wealth Concepts
Massachusetts
$35.4M +$1.21M +3,330 +4%
RFC
216
Regions Financial Corp
Alabama
$35.2M -$4.11M -11,349 -10%
DADC
217
D.A. Davidson & Co
Montana
$35M -$1.67M -4,595 -5%
BAM
218
Belpointe Asset Management
Nevada
$35M +$8.67M +23,902 +33%
CIAS
219
Capital Investment Advisory Services
North Carolina
$34.9M +$34.9M +96,251 New
JCM
220
Jacobi Capital Management
Pennsylvania
$34.9M +$397K +1,094 +1%
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$34.4M +$3.94M +10,914 +13%
AIM
222
Allen Investment Management
New York
$34.3M +$24.6M +67,981 +255%
JWCA
223
J.W. Cole Advisors
Florida
$34.2M +$5.01M +13,820 +17%
Simplex Trading
224
Simplex Trading
Illinois
$34.1M +$29.8M +82,184 +684%
DAS
225
Dynamic Advisor Solutions
Arizona
$34M +$11.8M +32,615 +53%