We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

1,557 hedge funds and large institutions have $37.2B invested in Invesco QQQ Trust in 2020 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 684 increasing their positions, 515 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 131

33% more repeat investments, than reductions

Existing positions increased: 684 | Existing positions reduced: 515

18% more funds holding in top 10

Funds holding in top 10: 276327 (+51)

4.13% more ownership

Funds ownership: 42.67%46.8% (+4.1%)

3% more funds holding

Funds holding: 1,5151,557 (+42)

0% more capital invested

Capital invested by funds: $37.1B → $37.2B (+$170M)

30% less call options, than puts

Call options by funds: $33B | Put options by funds: $47.1B

Holders
1,557
Holders Change
+42
Holders Change %
+2.77%
% of All Funds
34.31%
Holding in Top 10
327
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+18.48%
% of All Funds
7.21%
New
193
Increased
684
Reduced
515
Closed
131
Calls
$33B
Puts
$47.1B
Net Calls
-$14.1B
Net Calls Change
+$10.6B
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Meridian Wealth Management
Kentucky
$12.9M +$14.3M +67,557 New
NFC
227
Northeast Financial Consultants
Connecticut
$12.7M +$69.9K +330 +0.5%
Mercer Global Advisors
228
Mercer Global Advisors
Colorado
$12.7M +$240K +1,133 +2%
CMA
229
Cedar Mountain Advisors
Oregon
$12.7M +$14.1M +66,585 New
FLPIM
230
F.L. Putnam Investment Management
Massachusetts
$12.5M -$651K -3,075 -4%
TYCC
231
Texas Yale Capital Corp
Florida
$12.5M -$851K -4,019 -6%
ANTB
232
AMG National Trust Bank
Colorado
$12.4M -$402K -1,900 -3%
AWM
233
Altus Wealth Management
Kentucky
$12.3M +$107K +504 +0.8%
IWC
234
Integrated Wealth Concepts
Massachusetts
$12.3M -$599K -2,829 -4%
HA
235
Harfst & Associates
Wyoming
$12.3M -$827K -3,907 -6%
HMC
236
Harvard Management Company
Massachusetts
$12.2M +$2.23M +10,553 +20%
NAM
237
NTV Asset Management
West Virginia
$12M -$839K -3,961 -6%
IUHSA
238
Itau Unibanco Holding S.A.
Brazil
$11.9M +$13.2M +62,400 New
IMC Chicago
239
IMC Chicago
Illinois
$11.8M -$12.9M -60,833 -50%
NFG
240
Norris Financial Group
South Carolina
$11.7M +$872K +4,119 +7%
SI
241
Stephens Inc
Arkansas
$11.7M +$330K +1,560 +3%
WAOI
242
Wealth Advisors of Iowa
Iowa
$11.5M +$12.7M +60,208 New
PAPAIJV
243
Paragon Associates & Paragon Associates II Joint Venture
Texas
$11.4M +$12.7M +60,000 New
SB
244
Simmons Bank
Arkansas
$11.4M +$5.46M +25,780 +75%
BZWA
245
Blue Zone Wealth Advisors
California
$11.4M +$3.69M +17,444 +41%
MA
246
Mutual Advisors
Nebraska
$11.3M +$3.45M +16,275 +38%
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$11.3M +$6.02M +28,433 +92%
OU
248
Optiver US
Illinois
$11.2M -$81.7M -386,020 -87%
SIA
249
Starfire Investment Advisers
Michigan
$11.2M -$893K -4,217 -7%
GFPC
250
Global Financial Private Capital
Florida
$11.2M -$939K -4,437 -7%

QQQ Hedge Fund Activity: Q1 2020 in Review

1,557 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2020, worth a combined $37.2B — up 0.46% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new QQQ positions and 131 closed out — a net gain of 62 holders — while 684 added to existing stakes and 515 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.45B. The largest seller was Citigroup, cutting an estimated $1.17B.

  • 1,557 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2020, up from 1,515 in Q4 2019.
  • Funds reported $37.2B of Invesco QQQ Trust stock for Q1 2020, up 0.46% quarter-over-quarter.
  • 193 funds opened new Invesco QQQ Trust positions in Q1 2020 and 131 closed out, a net change of +62 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2020 was Morgan Stanley, an estimated $1.45B added.
  • The largest Invesco QQQ Trust seller in Q1 2020 was Citigroup, an estimated $1.17B sold.

Based on aggregated 13F filings for Q1 2020.