We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

2,447 hedge funds and large institutions have $73.1B invested in Invesco QQQ Trust in 2023 Q1 according to their latest regulatory filings, with 278 funds opening new positions, 882 increasing their positions, 961 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 278 | Existing positions closed: 127

14% more funds holding in top 10

Funds holding in top 10: 450514 (+64)

11% more capital invested

Capital invested by funds: $66.1B → $73.1B (+$6.99B)

4% more funds holding

Funds holding: 2,3472,447 (+100)

2.37% more ownership

Funds ownership: 40.97%43.34% (+2.4%)

8% less repeat investments, than reductions

Existing positions increased: 882 | Existing positions reduced: 961

42% less call options, than puts

Call options by funds: $122B | Put options by funds: $209B

Holders
2,447
Holders Change
+100
Holders Change %
+4.26%
% of All Funds
38.99%
Holding in Top 10
514
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+14.22%
% of All Funds
8.19%
New
278
Increased
882
Reduced
961
Closed
127
Calls
$122B
Puts
$209B
Net Calls
-$87.5B
Net Calls Change
-$61.3B
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
326
Pine Valley Investments
New Jersey
$18.1M +$16.6M +56,174 New
CCA
327
Conservest Capital Advisors
Pennsylvania
$17.9M -$227K -768 -1%
GG
328
Greenwood Gearhart
Arkansas
$17.9M +$930K +3,151 +6%
PPW
329
Parcion Private Wealth
Washington
$17.8M -$22.3M -75,517 -58%
GWSG
330
GPS Wealth Strategies Group
Colorado
$17.7M -$3.77M -12,773 -19%
IAN
331
Integrated Advisors Network
Texas
$17.6M +$3.04M +10,305 +23%
TFS
332
Thoroughbred Financial Services
Tennessee
$17.6M +$9.74K +33 +0.1%
KWM
333
KFG Wealth Management
Indiana
$17.5M +$15.8M +53,456 +3,636%
OPAM
334
Ocean Park Asset Management
California
$17.5M +$16.1M +54,400 New
KJWM
335
Kiley Juergens Wealth Management
Washington
$17.4M +$22.1K +75 +0.1%
TCPWM
336
Traverso Chambers Private Wealth Management
California
$17.4M -$388K -1,316 -2%
VFPI
337
Vantage Financial Partners (Illinois)
Illinois
$17.3M +$161K +546 +1%
GFG
338
Goldstone Financial Group
Illinois
$17.3M +$15.9M +53,789 New
HCP
339
Holt Capital Partners
Texas
$17.2M -$56.6K -192 -0.4%
Verition Fund Management
340
Verition Fund Management
Connecticut
$17.1M -$6.06M -20,551 -28%
RC
341
Roundview Capital
New Jersey
$17.1M +$443K +1,502 +3%
GCM
342
Gladius Capital Management
Illinois
$17.1M +$15.7M +53,172 New
FVWA
343
Foster Victor Wealth Advisors
South Carolina
$16.9M -$10.8M -36,695 -41%
KL
344
KWMG LLC
Kansas
$16.9M +$468K +1,586 +3%
WHG
345
Westwood Holdings Group
Texas
$16.7M +$12.1M +40,848 +360%
LWA
346
Lowe Wealth Advisors
Maryland
$16.6M -$329K -1,116 -2%
FFS
347
Founders Financial Securities
Maryland
$16.5M +$5.3M +17,949 +53%
H
348
HoyleCohen
California
$16.5M +$488K +1,655 +3%
AT
349
Arvest Trust
Oklahoma
$16.3M -$794K -2,692 -5%
HI
350
Humankind Investments
New York
$16.3M

QQQ Hedge Fund Activity: Q1 2023 in Review

2,447 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2023, worth a combined $73.1B — up 11% from $66.1B a quarter earlier.

Buyers outnumbered sellers: 278 funds opened new QQQ positions and 127 closed out — a net gain of 151 holders — while 882 added to existing stakes and 961 trimmed.

The largest buyer was Bank of America, adding an estimated $2.36B. The largest seller was Millennium Management, cutting an estimated $1.09B.

  • 2,447 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2023, up from 2,347 in Q4 2022.
  • Funds reported $73.1B of Invesco QQQ Trust stock for Q1 2023, up 11% quarter-over-quarter.
  • 278 funds opened new Invesco QQQ Trust positions in Q1 2023 and 127 closed out, a net change of +151 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2023 was Bank of America, an estimated $2.36B added.
  • The largest Invesco QQQ Trust seller in Q1 2023 was Millennium Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2023.