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Q2 Holdings
QTWO

Overview Fund Activity

232 hedge funds and large institutions have $3.58B invested in Q2 Holdings in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 30 closing their positions.

Holders
232
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
34
Increased
84
Reduced
83
Closed
30
Calls
$7.08M
Puts
$19.9M
Net Calls
-$12.8M
Net Calls Change
-$13.7M

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$143M
2
CIP
2
Champlain Investment Partners
Vermont
$146M
3
TCG
3
Tremblant Capital Group
Florida
$107M
4
SIMG
4
Stephens Investment Management Group
Texas
$47.5M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$81.7M

Top Sellers

1
Invesco
1
Invesco
Georgia
$89.1M
2
WA
2
Wasatch Advisors
Utah
$218M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$143M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.8M
5
BCM
5
Brown Capital Management
Maryland
$294M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$24K 400 +286 +251%
KTC
202
Kistler-Tiffany Companies
Pennsylvania
$19K 314 – –
FP
203
Financial Perspectives
Minnesota
$18.5K 300 – –
SFG
204
Steward Financial Group
Texas
$18K 300 – –
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$16K 264 -1,010 -79%
PFS
206
Prospera Financial Services
Texas
$15K 250 +250 New
HPC
207
HM Payson & Co
Maine
$13K 217 – –
CWP
208
Concord Wealth Partners
Virginia
$11K 183 -14 -7%
PWC
209
PYA Waltman Capital
Tennessee
$11K 173 – –
FCA
210
FinTrust Capital Advisors
South Carolina
$10K 170 +9 +6%
C
211
Covestor
United Kingdom
$9K 148 +65 +78%
ACM
212
Aquatic Capital Management
Illinois
$6K 100 -200 -67%
EI
213
Ellevest Inc
New York
$6K 94 -122 -56%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$5K 91 -68 -43%
EWA
215
EverSource Wealth Advisors
Alabama
$5K 80 – –
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$4K 59 – –
AF
217
Allworth Financial
California
$4K 68 +18 +36%
T
218
TCWP
Ohio
$4K 66 +66 New
EC
219
Elequin Capital
New York
$4K 69 +69 New
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$3K 43 -4 -9%
WTA
221
Washington Trust Advisors
Massachusetts
$3K 51 – –
AAP
222
Arax Advisory Partners
Colorado
$3K 46 +28 +156%
Koshinski Asset Management
223
Koshinski Asset Management
Illinois
$1.11K 18 – –
GWS
224
Glassman Wealth Services
Virginia
$1K 10 -26 -72%
BAM
225
Bellevue Asset Management
Washington
$1K 20 -4 -17%
7 8
9
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