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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
BSG
376
Black Swift Group
Colorado
$6.54M +$4.74M +22,375 +186%
CWM
377
CCG Wealth Management
California
$6.52M +$4.74M +22,389 +189%
PCP
378
Proficio Capital Partners
Massachusetts
$6.45M -$801K -3,783 -10%
Deutsche Bank
379
Deutsche Bank
Germany
$6.33M -$12M -56,628 -63%
BHWM
380
Bar Harbor Wealth Management
New Hampshire
$6.3M +$1.97M +9,286 +39%
CCM
381
CWH Capital Management
Washington
$6.28M +$430K +2,030 +7%
HCIA
382
Hochman Cole Investment Advisors
Illinois
$6.27M +$2.24M +10,571 +47%
AFAS
383
Acorn Financial Advisory Services
Virginia
$6.27M -$251K -1,184 -3%
SL
384
Stevard LLC
Illinois
$6.25M +$4.9M +23,161 +239%
MCM
385
McMillion Capital Management
North Carolina
$6.24M -$246K -1,161 -3%
ST
386
Spinnaker Trust
Maine
$6.23M +$6.01M +28,400 +655%
AWA
387
Arete Wealth Advisors
Illinois
$6.21M -$1.56M -7,350 -18%
EFS
388
Essex Financial Services
Connecticut
$6.2M +$2.54M +11,996 +58%
CWM
389
Cornerstone Wealth Management
Missouri
$6.15M +$1.9M +8,956 +38%
PWAP
390
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$6.13M +$699K +3,304 +13%
WIP
391
Wellesley Investment Partners
Massachusetts
$6.12M -$1.98M -9,376 -23%
WS
392
Wedbush Securities
California
$6.11M -$527K -2,491 -7%
TVAMP
393
Tennessee Valley Asset Management Partners
Tennessee
$6.06M +$672K +3,176 +11%
PP
394
Professional Planning
California
$5.99M -$543K -2,565 -8%
SFI
395
SPC Financial Inc
Maryland
$5.97M +$283K +1,335 +4%
CAGAS
396
Capital Advisory Group Advisory Services
Minnesota
$5.97M -$1.15M -5,430 -15%
SA
397
Stewardship Advisors
Pennsylvania
$5.97M +$2.23M +10,557 +51%
SCP
398
Silverleafe Capital Partners
Tennessee
$5.96M -$6.45M -30,481 -49%
CCG
399
Cypress Capital Group
Florida
$5.96M +$221K +1,044 +3%
IB
400
Intrust Bank
Kansas
$5.94M +$949K +4,485 +17%

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.