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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
FAIM
251
Financial Advocates Investment Management
Washington
$11.1M -$9.32M -44,044 -43%
TGAM
252
TBH Global Asset Management
Tennessee
$11M +$331K +1,564 +3%
CCA
253
Conservest Capital Advisors
Pennsylvania
$11M +$20.5K +97 +0.2%
WAS
254
Winch Advisory Services
Wisconsin
$10.9M +$12M +56,771 +16,128%
TAMH
255
Taikang Asset Management (HK)
Hong Kong
$10.8M +$10.1M +47,711 +534%
WIA
256
Wealthstreet Investment Advisors
Texas
$10.8M +$970K +4,580 +9%
WCM
257
Washburn Capital Management
Florida
$10.7M -$6.35M -29,990 -35%
Cerity Partners
258
Cerity Partners
New York
$10.7M +$6.08M +28,704 +104%
MAS
259
Madden Advisory Services
Florida
$10.6M -$8.68K -41 -0.1%
MHS
260
M Holdings Securities
Oregon
$10.6M +$3.02M +14,286 +35%
GA
261
Gateway Advisory
New Jersey
$10.5M +$11.6M +54,953 New
RCM
262
Requisite Capital Management
Texas
$10.4M +$11.6M +54,674 New
EWA
263
Evolution Wealth Advisors
Florida
$10.4M +$6.92M +32,668 +150%
GA
264
GFS Advisors
Texas
$10.4M +$5.52M +26,064 +92%
FHC
265
First Heartland Consultants
Missouri
$10.3M -$2.03M -9,592 -15%
SDAM
266
Shulman DeMeo Asset Management
New York
$10.2M +$367K +1,735 +3%
SCM
267
SOL Capital Management
Maryland
$10.2M -$243K -1,150 -2%
CWAF
268
Core Wealth Advisors (Florida)
Florida
$10.1M +$298K +1,408 +3%
PFG
269
Pacific Financial Group
Washington
$10M -$98.7M -466,227 -90%
PBT
270
Pictet Bank & Trust
Bahamas
$9.96M -$1.87M -8,850 -14%
GRP
271
Global Retirement Partners
California
$9.96M +$1.6M +7,541 +17%
WAS
272
Wealth Advisory Solutions
Indiana
$9.82M -$1.54M -7,270 -12%
BRWM
273
B. Riley Wealth Management
Tennessee
$9.8M +$4.71M +22,239 +76%
BCM
274
Barometer Capital Management
Ontario, Canada
$9.77M +$10.5M +49,610 +2,936%
VC
275
Vicus Capital
Pennsylvania
$9.76M -$883K -4,172 -8%

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.