We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

2,907 hedge funds and large institutions have $105B invested in Invesco QQQ Trust in 2024 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 1,247 increasing their positions, 1,053 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 128

18% more repeat investments, than reductions

Existing positions increased: 1,247 | Existing positions reduced: 1,053

2% more funds holding

Funds holding: 2,8432,907 (+64)

1% more funds holding in top 10

Funds holding in top 10: 642650 (+8)

3% more capital invested

Capital invested by funds: $102B → $105B (+$3.06B)

7.53% less ownership

Funds ownership: 49.64%42.11% (-7.5%)

46% less call options, than puts

Call options by funds: $121B | Put options by funds: $225B

Holders
2,907
Holders Change
+64
Holders Change %
+2.25%
% of All Funds
41.87%
Holding in Top 10
650
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.25%
% of All Funds
9.36%
New
234
Increased
1,247
Reduced
1,053
Closed
128
Calls
$121B
Puts
$225B
Net Calls
-$104B
Net Calls Change
-$6.97B
Name Holding Trade Value Shares
Change
Change in
Stake
CBC
2501
Coombe, Bender & Co
New York
$337K -$74.6K -174 -19%
VFP
2502
Verus Financial Partners
Virginia
$337K
PEA
2503
Park Edge Advisors
Ohio
$337K +$325K +758 New
XSC
2504
X-Square Capital
Puerto Rico
$336K +$15.4K +36 +5%
OAM
2505
Occidental Asset Management
California
$336K -$16.3K -38 -5%
EFG
2506
Everhart Financial Group
Ohio
$335K +$28.3K +66 +10%
FB
2507
First Bancorp
Maine
$334K
KMC
2508
Kirr Marbach & Co
Indiana
$333K
HCM
2509
Harvey Capital Management
Florida
$333K
OSNBOA
2510
Old Second National Bank of Aurora
Illinois
$333K
PF
2511
Parker Financial
Washington
$333K
SC
2512
Skylands Capital
Wisconsin
$333K
GWM
2513
Gitterman Wealth Management
New Jersey
$333K +$6.43K +15 +2%
BHWM
2514
Beaird Harris Wealth Management
Texas
$332K
MAG
2515
Mayfair Advisory Group
Alabama
$331K
CG
2516
Corundum Group
Colorado
$331K
IAP
2517
Indie Asset Partners
Indiana
$330K +$319K +744 New
SAM
2518
Synergy Asset Management
Washington
$329K -$6.43K -15 -2%
HIA
2519
HTG Investment Advisors
Connecticut
$329K
CA
2520
Cullinan Associates
Kentucky
$329K +$317K +740 New
EB
2521
Exchange Bank
California
$328K +$317K +739 New
AP
2522
Aspect Partners
Virginia
$327K
FCM
2523
Firestone Capital Management
Florida
$326K +$315K +735 New
HWMA
2524
Heritage Wealth Management (Arizona)
Arizona
$325K +$314K +733 New
WTFG
2525
Wells Trecaso Financial Group
Ohio
$325K -$37.7K -88 -11%

QQQ Hedge Fund Activity: Q1 2024 in Review

2,907 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2024, worth a combined $105B — up 3% from $102B a quarter earlier.

Buyers outnumbered sellers: 234 funds opened new QQQ positions and 128 closed out — a net gain of 106 holders — while 1,247 added to existing stakes and 1,053 trimmed.

The largest buyer was Bank of America, adding an estimated $2.47B. The largest seller was International Assets Investment Management, cutting an estimated $12.1B.

  • 2,907 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2024, up from 2,843 in Q4 2023.
  • Funds reported $105B of Invesco QQQ Trust stock for Q1 2024, up 3% quarter-over-quarter.
  • 234 funds opened new Invesco QQQ Trust positions in Q1 2024 and 128 closed out, a net change of +106 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2024 was Bank of America, an estimated $2.47B added.
  • The largest Invesco QQQ Trust seller in Q1 2024 was International Assets Investment Management, an estimated $12.1B sold.

Based on aggregated 13F filings for Q1 2024.