We are live on ! Find out more
QQQ icon

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
CA
276
Calton & Associates
Florida
$9.59M +$631K +2,983 +6%
AF
277
AtlasMark Financial
Texas
$9.56M
CS
278
Comerica Securities
Michigan
$9.52M +$1.94M +9,162 +22%
PA
279
Parallel Advisors
California
$9.52M +$1.61M +7,600 +18%
TSS
280
Two Sigma Securities
New York
$9.41M -$35.8M -169,116 -77%
H
281
HoyleCohen
California
$9.36M -$134K -634 -1%
OPS
282
Orion Portfolio Solutions
Nebraska
$9.27M +$9.25M +43,675 +870%
CIBC World Market
283
CIBC World Market
Ontario, Canada
$9.27M -$513K -2,423 -5%
HI
284
Horizon Investments
North Carolina
$9.19M -$6.51M -30,770 -39%
V
285
Veritable
Delaware
$9.17M +$49.1K +232 +0.5%
FFS
286
Founders Financial Securities
Maryland
$9.12M +$10.1M +47,893 New
VWA
287
V Wealth Advisors
Kansas
$9.06M +$5.07M +23,962 +101%
RC
288
Roundview Capital
New Jersey
$9.06M +$959K +4,530 +11%
MAFM
289
Mid Atlantic Financial Management
Pennsylvania
$9.05M -$5.51M -26,019 -35%
RSWM
290
Robertson Stephens Wealth Management
California
$9.05M +$529K +2,499 +6%
DC
291
Davenport & Co
Virginia
$8.98M +$2.07M +9,781 +26%
RFN
292
RDA Financial Network
Iowa
$8.98M -$4.12M -19,449 -29%
LFA
293
Lighthouse Financial Advisors
Maryland
$8.92M +$4.59M +21,701 +85%
Neuberger Berman Group
294
Neuberger Berman Group
New York
$8.91M -$1.36M -6,412 -12%
Two Sigma Advisers
295
Two Sigma Advisers
New York
$8.87M -$62.7M -295,980 -86%
Brown Advisory
296
Brown Advisory
Maryland
$8.87M +$2.47M +11,669 +33%
IA
297
IFG Advisory
Georgia
$8.86M +$842K +3,977 +9%
Daiwa Securities Group
298
Daiwa Securities Group
Japan
$8.8M -$2.29M -10,810 -19%
EHPM
299
Emery Howard Portfolio Management
California
$8.74M +$739K +3,491 +8%
NC
300
NovaPoint Capital
Georgia
$8.71M +$4.43M +20,937 +84%

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.