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
BMO
2726
Beck Mack & Oliver
New York
$222K
GAM
2727
Gould Asset Management
California
$222K
MWM
2728
MorganRosel Wealth Management
Colorado
$222K
HWM
2729
Hemington Wealth Management
Virginia
$222K +$214K +498 New
WF
2730
Wayfinding Financial
Washington
$220K
CBT
2731
CoreFirst Bank & Trust
Kansas
$220K
GWM
2732
Grand Wealth Management
Michigan
$219K
FS
2733
Ferguson Shapiro
Georgia
$219K -$30.9K -72 -13%
GCM
2734
Gallacher Capital Management
Colorado
$218K +$211K +491 New
AA
2735
Argent Advisors
Louisiana
$217K -$21.4K -50 -9%
SJIM
2736
St. Johns Investment Management
Florida
$217K -$312K -727 -60%
KFS
2737
Kelly Financial Services
Massachusetts
$216K -$5.57K -13 -3%
MC
2738
Middleton & Co
Massachusetts
$216K +$208K +486 New
CAM
2739
Congress Asset Management
Massachusetts
$215K +$208K +485 New
ICP
2740
Interchange Capital Partners
Pennsylvania
$214K +$206K +481 New
VWWMG
2741
Vermillion & White Wealth Management Group
Pennsylvania
$214K +$207K +482 New
FFA
2742
Fi3 Financial Advisors
Indiana
$213K +$210K +490 New
WJA
2743
Willis Johnson & Associates
Texas
$213K -$25.3K -59 -11%
MWM
2744
Mittelman Wealth Management
Massachusetts
$213K +$205K +479 New
FAB
2745
First American Bank
Illinois
$212K +$205K +478 New
WLPWM
2746
Walled Lake Planning & Wealth Management
Illinois
$212K -$69.9K -163 -25%
HI
2747
Hendershot Investments
Virginia
$212K
TB
2748
Treynor Bancshares
Iowa
$211K +$204K +476 New
AWM
2749
Austin Wealth Management
Texas
$211K +$199K +463 New
TA
2750
Townsend & Associates
Colorado
$211K +$213K +496 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.