We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

1,515 hedge funds and large institutions have $37.1B invested in Invesco QQQ Trust in 2019 Q4 according to their latest regulatory filings, with 320 funds opening new positions, 514 increasing their positions, 449 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 320 | Existing positions closed: 70

27% more funds holding in top 10

Funds holding in top 10: 218276 (+58)

19% more capital invested

Capital invested by funds: $31.2B → $37.1B (+$5.84B)

18% more funds holding

Funds holding: 1,2811,515 (+234)

14% more repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 449

1.73% more ownership

Funds ownership: 40.94%42.67% (+1.7%)

47% less call options, than puts

Call options by funds: $27.5B | Put options by funds: $52.3B

Holders
1,515
Holders Change
+234
Holders Change %
+18.27%
% of All Funds
29.85%
Holding in Top 10
276
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+26.61%
% of All Funds
5.44%
New
320
Increased
514
Reduced
449
Closed
70
Calls
$27.5B
Puts
$52.3B
Net Calls
-$24.7B
Net Calls Change
-$4.69B
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
351
McMillion Capital Management
North Carolina
$7.21M -$29.6K -148 -0.4%
KIA
352
KCM Investment Advisors
California
$7.18M -$102K -510 -1%
TFS
353
Thoroughbred Financial Services
Tennessee
$7.12M +$502K +2,507 +8%
Lido Advisors
354
Lido Advisors
California
$7.11M -$33.2K -166 -0.5%
BII
355
Bainco International Investors
Massachusetts
$7.04M -$328K -1,637 -5%
GWM
356
Geneos Wealth Management
Colorado
$6.99M +$238K +1,187 +4%
WA
357
Wealth Advisors
California
$6.95M +$5.93M +29,601 New
JWM
358
Jackson Wealth Management
Florida
$6.85M -$162K -809 -3%
FFC
359
Fure Financial Corporation
Minnesota
$6.84M +$6.44M +32,177 New
PA
360
PFG Advisors
Arizona
$6.83M -$86.7K -433 -1%
LWAC
361
Laurel Wealth Advisors (California)
California
$6.8M -$210K -1,049 -3%
LK
362
Lumbard & Kellner
New Hampshire
$6.8M +$7.01K +35 +0.1%
FI
363
FormulaFolio Investments
Michigan
$6.7M +$3.15M +15,709 +99%
HIC
364
Holderness Investments Company
North Carolina
$6.64M +$130K +648 +2%
TWM
365
Trinity Wealth Management
Pennsylvania
$6.63M +$6.25M +31,207 New
EIA
366
Eldridge Investment Advisors
New Hampshire
$6.63M +$19.6K +98 +0.3%
CCM
367
CWH Capital Management
Washington
$6.58M +$422K +2,108 +7%
CIBC Asset Management
368
CIBC Asset Management
Ontario, Canada
$6.58M -$5.71M -28,544 -48%
HIS
369
Harvest Investment Services
Illinois
$6.56M -$242K -1,209 -4%
Mirae Asset Global Investments
370
Mirae Asset Global Investments
South Korea
$6.45M -$13.2K -66 -0.2%
RW
371
RVW Wealth
California
$6.45M -$285K -1,421 -4%
CCG
372
Cypress Capital Group
Florida
$6.43M +$248K +1,238 +4%
SFI
373
SPC Financial Inc
Maryland
$6.38M +$363K +1,815 +6%
JFA
374
Johanson Financial Advisors
California
$6.38M +$270M +1,350,232 +21,470%
JA
375
JVL Associates
Michigan
$6.34M -$64.3K -321 -1%

QQQ Hedge Fund Activity: Q4 2019 in Review

1,515 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q4 2019, worth a combined $37.1B — up 19% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 320 funds opened new QQQ positions and 70 closed out — a net gain of 250 holders — while 514 added to existing stakes and 449 trimmed.

The largest buyer was Citigroup, adding an estimated $1.04B. The largest seller was BNP Paribas Financial Markets, cutting an estimated $623M.

  • 1,515 institutional investors held Invesco QQQ Trust (QQQ) as of Q4 2019, up from 1,281 in Q3 2019.
  • Funds reported $37.1B of Invesco QQQ Trust stock for Q4 2019, up 19% quarter-over-quarter.
  • 320 funds opened new Invesco QQQ Trust positions in Q4 2019 and 70 closed out, a net change of +250 holders.
  • The largest Invesco QQQ Trust buyer in Q4 2019 was Citigroup, an estimated $1.04B added.
  • The largest Invesco QQQ Trust seller in Q4 2019 was BNP Paribas Financial Markets, an estimated $623M sold.

Based on aggregated 13F filings for Q4 2019.