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
VFIC
2651
Valley Forge Investment Consultants
Pennsylvania
$257K
SC
2652
Summa Corp
Texas
$255K
M
2653
MOTCO
Texas
$255K
BCIM
2654
Bishop & Co Investment Management
Pennsylvania
$255K +$246K +574 New
ACMA
2655
Arbor Capital Management (Alaska)
Alaska
$254K +$247K +576 New
GLLW
2656
Graves Light Lenhart Wealth
Virginia
$254K
FNWA
2657
Financial Network Wealth Advisors
Utah
$253K +$3.43K +8 +1%
VCM
2658
Vision Capital Management
Oregon
$253K -$6.43K -15 -3%
GF
2659
Gimbal Financial
Indiana
$252K -$57.9K -135 -19%
RIM
2660
Redwood Investment Management
Arizona
$252K +$244K +568 New
PSFG
2661
Prairie Sky Financial Group
Illinois
$252K +$243K +566 New
WSCM
2662
Wellington Shields Capital Management
New York
$251K -$151K -353 -38%
B
2663
BetterWealth
California
$251K +$17.1K +40 +8%
PIAS
2664
PCA Investment Advisory Services
Ohio
$251K
BIA
2665
Benchmark Investment Advisors
Illinois
$251K -$51.5K -120 -18%
DFG
2666
Demars Financial Group
Washington
$250K -$84.9K -198 -26%
CS
2667
Crescent Sterling
Louisiana
$250K
TCM
2668
TD Capital Management
Tennessee
$249K
EAM
2669
Empirical Asset Management
Massachusetts
$248K +$240K +559 New
LCM
2670
LCM Capital Management
Illinois
$248K +$240K +559 New
CA
2671
Callahan Advisors
Texas
$247K
SPI
2672
Sutton Place Investors
New York
$247K +$239K +557 New
WA
2673
WealthTrust Axiom
Pennsylvania
$247K -$24.4K -57 -9%
SEM
2674
Suncoast Equity Management
Florida
$247K +$239K +557 New
SM
2675
Sweeney & Michel
California
$247K +$237K +553 New

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.