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
CPCP
2751
Cedar Point Capital Partners
Iowa
$210K +$203K +474 New
TF
2752
Theory Financial
Colorado
$210K +$203K +474 New
Janus Henderson Group
2753
Janus Henderson Group
United Kingdom
$210K +$202K +472 New
WM
2754
Whitford Management
New York
$208K +$201K +469 New
BMA
2755
Brooks Moore & Associates
Tennessee
$206K +$199K +465 New
VRM
2756
Vectors Research Management
New York
$206K -$43.7K -102 -18%
MLA
2757
My Legacy Advisors
Oregon
$206K +$199K +463 New
OWA
2758
One Wealth Advisors
California
$205K +$197K +460 New
TCM
2759
TruNorth Capital Management
Michigan
$205K +$198K +461 New
CWA
2760
Canvas Wealth Advisors
Kansas
$204K +$206K +480 New
WCM
2761
Windsor Capital Management
Arizona
$204K -$49.7K -116 -20%
PWA
2762
Prairie Wealth Advisors
Nebraska
$204K +$196K +458 New
HBT
2763
Hills Bank & Trust
Iowa
$202K +$72.9K +170 +59%
RWM
2764
Rench Wealth Management
Texas
$202K +$195K +454 New
CC
2765
Constitution Capital
Connecticut
$201K -$17.1K -40 -8%
HCM
2766
Hudson Capital Management
New Jersey
$201K +$194K +453 New
ACM
2767
Accent Capital Management
Ohio
$193K +$186K +433 New
CIR
2768
Clear Investment Research
Georgia
$192K
HWM
2769
HighMark Wealth Management
Minnesota
$186K
PFA
2770
Pathway Financial Advisers
Indiana
$185K +$2.57K +6 +1%
IA
2771
IFS Advisors
Kansas
$184K
CQS
2772
Credential Qtrade Securities
$183K +$177K +413 New
EWM
2773
Evermay Wealth Management
Virginia
$183K +$3K +7 +2%
MRCM
2774
M&R Capital Management
New Jersey
$183K
GI
2775
GAMMA Investing
California
$178K

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.