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Invesco QQQ Trust

660 hedge funds and large institutions have $13.4B invested in Invesco QQQ Trust in 2015 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 244 increasing their positions, 239 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 239

0% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 59

0% less capital invested

Capital invested by funds: $13.4B → $13.4B (-$29.9M)

1% less funds holding

Funds holding: 664660 (-4)

2% less funds holding in top 10

Funds holding in top 10: 8684 (-2)

55% less call options, than puts

Call options by funds: $4.51B | Put options by funds: $9.98B

Holders
660
Holders Change
-4
Holders Change %
-0.6%
% of All Funds
18.43%
Holding in Top 10
84
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.33%
% of All Funds
2.35%
New
59
Increased
244
Reduced
239
Closed
59
Calls
$4.51B
Puts
$9.98B
Net Calls
-$5.47B
Net Calls Change
-$3.07B
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
376
AllianceBernstein
Tennessee
$680K +$472K +4,392 +192%
OA
377
Oxbow Advisors
Texas
$678K -$1.54M -14,375 -68%
ATC
378
Argent Trust Co
Tennessee
$677K -$345K -3,213 -33%
MBT
379
Montecito Bank & Trust
California
$655K +$69.3K +645 +11%
SBH
380
Segall Bryant & Hamill
Illinois
$650K +$21.5K +200 +3%
DPI
381
Diversified Portfolios Inc
Michigan
$637K
FNFDCM
382
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$632K -$9.78K -91 -1%
ABC
383
Associated Banc-Corp
Wisconsin
$631K +$107K +1,000 +19%
AI
384
Accredited Investors
Minnesota
$626K
MC
385
Mathes Company
New York
$621K -$107K -1,000 -14%
CL
386
CPWM LLC
Washington
$621K +$247K +2,295 +60%
CCT
387
Country Club Trust
Missouri
$617K -$5.37K -50 -0.8%
Allianz Asset Management
388
Allianz Asset Management
Germany
$611K -$1.96M -18,200 -75%
Mitsubishi UFJ Trust & Banking
389
Mitsubishi UFJ Trust & Banking
Japan
$611K
NG
390
NatWest Group
United Kingdom
$611K
SSB
391
Sandy Spring Bank
Maryland
$609K -$11.8K -110 -2%
UFA
392
US Financial Advisors
Massachusetts
$609K +$33.3K +310 +5%
SFT
393
Simmons First Trust
Arkansas
$607K +$132K +1,228 +26%
MCM
394
McMillion Capital Management
North Carolina
$604K -$2.15K -20 -0.3%
AAM
395
Aureus Asset Management
Massachusetts
$603K -$43K -400 -6%
LYV
396
Live Your Vision
Pennsylvania
$603K +$635K +5,911 New
AG
397
Appleton Group
Wisconsin
$599K -$10.8M -100,096 -94%
FFSOTS
398
Fiduciary Financial Services of The Southwest
Texas
$593K +$38.7K +360 +7%
PPCM
399
Pillar Pacific Capital Management
California
$571K -$138K -1,282 -19%
ACM
400
Azimuth Capital Management
Michigan
$570K

QQQ Hedge Fund Activity: Q3 2015 in Review

660 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q3 2015, worth a combined $13.4B — down 0.22% from $13.4B a quarter earlier.

Fund positioning in QQQ was balanced in Q3 2015: 59 funds opened new positions, 59 closed out, 244 added to existing stakes and 239 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $569M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $275M.

  • 660 institutional investors held Invesco QQQ Trust (QQQ) as of Q3 2015, down from 664 in Q2 2015.
  • Funds reported $13.4B of Invesco QQQ Trust stock for Q3 2015, down 0.22% quarter-over-quarter.
  • 59 funds opened new Invesco QQQ Trust positions in Q3 2015 and 59 closed out, a net change of 0 holders.
  • The largest Invesco QQQ Trust buyer in Q3 2015 was SG Americas Securities, an estimated $569M added.
  • The largest Invesco QQQ Trust seller in Q3 2015 was BNP Paribas Financial Markets, an estimated $275M sold.

Based on aggregated 13F filings for Q3 2015.