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
OLA
2676
Oliver Luxxe Assets
New Jersey
$246K -$12.9K -30 -5%
HCM
2677
Highlander Capital Management
New Jersey
$246K -$23.6K -55 -9%
BMD
2678
Better Money Decisions
New Mexico
$245K +$429 +1 +0.2%
EPWM
2679
Essex Private Wealth Management
Massachusetts
$245K -$63K -147 -21%
WIC
2680
Wilkins Investment Counsel
Massachusetts
$244K -$85.8K -200 -27%
VCM
2681
Versant Capital Management
Arizona
$244K
VL
2682
Vima LLC
Michigan
$244K -$43.3K -101 -12%
HFRG
2683
Houlihan Financial Resource Group
Virginia
$244K
ACM
2684
Allred Capital Management
Texas
$244K -$232K -541 -50%
FWIA
2685
Fort Washington Investment Advisors
Ohio
$242K +$14.1K +33 +6%
ALC
2686
Alexander Labrunerie & Co
Missouri
$241K +$233K +543 New
CSC
2687
Caldwell Sutter Capital
California
$240K
CWM
2688
CMH Wealth Management
New Hampshire
$239K +$231K +538 New
LWANC
2689
Laurel Wealth Advisors (North Carolina)
North Carolina
$239K -$102K -238 -31%
LWMT
2690
Legacy Wealth Management (Tennessee)
Tennessee
$238K -$3K -7 -1%
AW
2691
Alaethes Wealth
Nevada
$238K -$815K -1,902 -78%
1WM
2692
1900 Wealth Management
Texas
$237K
JC
2693
Jacobs & Co
California
$237K +$6.86K +16 +3%
Asset Management One
2694
Asset Management One
Japan
$237K +$229K +533 New
EWP
2695
Elevation Wealth Partners
California
$235K +$2.57K +6 +1%
WCP
2696
Wick Capital Partners
Pennsylvania
$234K
CSB
2697
City State Bank
Iowa
$234K +$57.9K +135 +34%
PP
2698
Pegasus Partners
Wisconsin
$234K +$226K +527 New
BWM
2699
Bulltick Wealth Management
Florida
$233K +$225K +525 New
ACS
2700
Archford Capital Strategies
Illinois
$233K

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.