We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

3,051 hedge funds and large institutions have $104B invested in Invesco QQQ Trust in 2024 Q3 according to their latest regulatory filings, with 229 funds opening new positions, 1,292 increasing their positions, 1,104 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 101

17% more repeat investments, than reductions

Existing positions increased: 1,292 | Existing positions reduced: 1,104

3% more funds holding

Funds holding: 2,9643,051 (+87)

2.53% more ownership

Funds ownership: 38.41%40.94% (+2.5%)

3% less capital invested

Capital invested by funds: $107B → $104B (-$3.33B)

4% less funds holding in top 10

Funds holding in top 10: 664640 (-24)

49% less call options, than puts

Call options by funds: $115B | Put options by funds: $225B

Holders
3,051
Holders Change
+87
Holders Change %
+2.94%
% of All Funds
43.8%
Holding in Top 10
640
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-3.61%
% of All Funds
9.19%
New
229
Increased
1,292
Reduced
1,104
Closed
101
Calls
$115B
Puts
$225B
Net Calls
-$110B
Net Calls Change
-$24.4B
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
326
Fullerton Fund Management
Singapore
$32.8M -$41.5M -87,772 -57%
GWA
327
Gratus Wealth Advisors
Virginia
$32.4M +$531K +1,122 +2%
GWM
328
Geneos Wealth Management
Colorado
$32.3M +$8.83M +18,649 +39%
USCWA
329
U.S. Capital Wealth Advisors
Texas
$32.3M -$5.13M -10,847 -14%
OPW
330
Oxler Private Wealth
New York
$32.2M +$665K +1,405 +2%
AFS
331
Aft Forsyth & Sober
Florida
$32.2M +$18.9K +40 +0.1%
PCWA
332
Pacific Capital Wealth Advisors
California
$32.1M +$3.51M +7,412 +13%
CCFM
333
Clear Creek Financial Management
Washington
$32M -$11.7M -24,662 -27%
FHC
334
First Heartland Consultants
Missouri
$32M +$7.01M +14,821 +29%
TA
335
TCM Advisors
West Virginia
$32M
AA
336
Axiom Advisory
California
$31.8M +$12.2M +25,778 +62%
EP
337
Edgestream Partners
New Jersey
$31.7M -$619K -1,308 -2%
PF
338
Phoenix Financial
Israel
$31.7M +$24.4M +51,613 +390%
TAM
339
Tucker Asset Management
Colorado
$31.6M +$2.11M +4,463 +7%
JIP
340
Jaffetilchin Investment Partners
Florida
$31.6M -$25.1K -53 -0.1%
SC
341
Savoie Capital
Illinois
$31.5M +$2.84K +6 +0%
HFF
342
Halter Ferguson Financial
Indiana
$31.4M +$13.4M +28,314 +78%
MFS
343
Madrona Financial Services
Washington
$31.4M +$2.13M +4,511 +8%
AIM
344
Allen Investment Management
New York
$31.1M -$192K -406 -0.6%
RIA
345
Regal Investment Advisors
Michigan
$30.9M -$490K -1,035 -2%
PCH
346
PGIM Custom Harvest
New Jersey
$30.8M +$11.9M +25,069 +66%
Credit Agricole
347
Credit Agricole
France
$30.6M +$16.9M +35,677 +133%
M
348
Murchinson
Ontario, Canada
$30.5M +$29.6M +62,500 New
IG
349
ING Group
Netherlands
$30.4M
PA
350
PSI Advisors
Florida
$30.3M -$235K -497 -0.8%

QQQ Hedge Fund Activity: Q3 2024 in Review

3,051 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q3 2024, worth a combined $104B — down 3.1% from $107B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new QQQ positions and 101 closed out — a net gain of 128 holders — while 1,292 added to existing stakes and 1,104 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $15.4B. The largest seller was Royal Bank of Canada, cutting an estimated $1.55B.

  • 3,051 institutional investors held Invesco QQQ Trust (QQQ) as of Q3 2024, up from 2,964 in Q2 2024.
  • Funds reported $104B of Invesco QQQ Trust stock for Q3 2024, down 3.1% quarter-over-quarter.
  • 229 funds opened new Invesco QQQ Trust positions in Q3 2024 and 101 closed out, a net change of +128 holders.
  • The largest Invesco QQQ Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $15.4B added.
  • The largest Invesco QQQ Trust seller in Q3 2024 was Royal Bank of Canada, an estimated $1.55B sold.

Based on aggregated 13F filings for Q3 2024.