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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
SWP
301
Summit Wealth Partners
Florida
$8.71M +$1.07M +5,074 +12%
TFS
302
Thoroughbred Financial Services
Tennessee
$8.7M +$2.59M +12,215 +36%
T2I
303
Turim 21 Investimentos
Brazil
$8.7M +$8.61M +40,695 +817%
HI
304
Hudock Inc
Pennsylvania
$8.69M +$1.88M +8,880 +24%
SFP
305
Shepherd Financial Partners
Massachusetts
$8.67M +$4.74M +22,376 +97%
WT
306
Whittier Trust
California
$8.61M +$202K +953 +2%
MCM
307
Magnolia Capital Management
New York
$8.59M -$1.58M -7,486 -14%
LFM
308
Lumina Fund Management
New York
$8.59M -$1.67M -7,900 -15%
GWM
309
Greenwich Wealth Management
Connecticut
$8.53M -$652K -3,078 -6%
WA
310
Wealth Advisors
California
$8.52M +$2.2M +10,370 +35%
JWBC
311
J.W. Burns & Co
New York
$8.51M -$141K -668 -1%
HCP
312
Holt Capital Partners
Texas
$8.47M +$162K +767 +2%
PFA
313
Pinnacle Family Advisors
Missouri
$8.47M +$3.75M +17,704 +66%
FUBT
314
First United Bank & Trust
Maryland
$8.39M +$399K +1,885 +4%
PA
315
PFG Advisors
Arizona
$8.34M +$1.64M +7,738 +25%
KIA
316
KCM Investment Advisors
California
$8.31M +$2.08M +9,848 +29%
SWM
317
Sugarloaf Wealth Management
Georgia
$8.29M +$7.48M +35,346 +433%
BWL
318
Bogart Wealth LLC
Virginia
$8.28M +$7.73M +36,520 +523%
BRC
319
BHF RG Capital
Arizona
$8.24M +$109K +516 +1%
FCMT
320
Founders Capital Management (Texas)
Texas
$8.17M +$1.1M +5,198 +14%
LF
321
LifeSteps Financial
California
$8.15M +$91.2K +431 +1%
CAG
322
Crestwood Advisors Group
Massachusetts
$8.03M -$2.87M -13,563 -24%
MA
323
Modus Advisors
Minnesota
$8M +$5.37M +25,357 +152%
VCM
324
Verde Capital Management
Michigan
$7.95M -$2.14M -10,101 -19%
CWA
325
Clarity Wealth Advisors
California
$7.87M +$173K +816 +2%

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.