We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

1,939 hedge funds and large institutions have $66.9B invested in Invesco QQQ Trust in 2020 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 754 increasing their positions, 624 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 355 | Existing positions closed: 86

21% more repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 624

16% more funds holding in top 10

Funds holding in top 10: 419486 (+67)

14% more funds holding

Funds holding: 1,6981,939 (+241)

4% more capital invested

Capital invested by funds: $64.3B → $66.9B (+$2.62B)

3.03% less ownership

Funds ownership: 46.89%43.86% (-3%)

55% less call options, than puts

Call options by funds: $54.8B | Put options by funds: $121B

Holders
1,939
Holders Change
+241
Holders Change %
+14.19%
% of All Funds
34.31%
Holding in Top 10
486
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+15.99%
% of All Funds
8.6%
New
355
Increased
754
Reduced
624
Closed
86
Calls
$54.8B
Puts
$121B
Net Calls
-$66.6B
Net Calls Change
-$21.2B
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
376
West Financial Advisors
Iowa
$13.7M +$12.9M +43,804 New
CA
377
Calton & Associates
Florida
$13.7M +$132K +448 +1%
Brown Advisory
378
Brown Advisory
Maryland
$13.6M -$3.71M -12,641 -23%
BRWM
379
B. Riley Wealth Management
Tennessee
$13.6M -$1.73M -5,893 -12%
JMF
380
Johnson Midwest Financial
Iowa
$13.6M +$12.7M +43,398 New
LF
381
LifeSteps Financial
California
$13.5M +$61.4K +209 +0.5%
TA
382
TruWealth Advisors
Louisiana
$13.5M +$12.6M +42,905 New
CF
383
Centaurus Financial
California
$13.4M +$8.09M +27,554 +180%
WT
384
Whittier Trust
California
$13.4M -$117K -397 -0.9%
ICG
385
InterOcean Capital Group
Tennessee
$13.4M +$12.6M +42,796 New
RFM
386
Royal Fund Management
Florida
$13.4M -$166K -566 -1%
IFG
387
Independent Financial Group
California
$13.4M +$3.78M +12,860 +43%
ECM
388
EMC Capital Management
Texas
$13.4M +$12.5M +42,656 New
FCMT
389
Founders Capital Management (Texas)
Texas
$13.3M +$12.5M +42,500 New
GKWIM
390
Gerber Kawasaki Wealth & Investment Management
California
$13.3M +$12.5M +42,454 New
GWM
391
Greenwich Wealth Management
Connecticut
$13.3M +$722K +2,458 +6%
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$13.3M +$882K +3,006 +8%
HCIA
393
Hochman Cole Investment Advisors
Illinois
$13.2M +$735K +2,502 +6%
SWP
394
Summit Wealth Partners
Florida
$13.2M -$14.7K -50 -0.1%
GAM
395
Geier Asset Management
Maryland
$13.2M +$12.3M +42,062 New
SAS
396
Stelac Advisory Services
New York
$13.2M +$106K +360 +0.9%
Walleye Trading
397
Walleye Trading
New York
$13.2M +$10.1M +34,491 +462%
VAG
398
VisionPoint Advisory Group
Texas
$13.1M +$1.64M +5,599 +15%
EP
399
Eudaimonia Partners
Tennessee
$13.1M +$287K +976 +2%
DC
400
Davenport & Co
Virginia
$13.1M -$126K -428 -1%

QQQ Hedge Fund Activity: Q4 2020 in Review

1,939 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q4 2020, worth a combined $66.9B — up 4.1% from $64.3B a quarter earlier.

Buyers outnumbered sellers: 355 funds opened new QQQ positions and 86 closed out — a net gain of 269 holders — while 754 added to existing stakes and 624 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $1.42B. The largest seller was BNP Paribas Financial Markets, cutting an estimated $3.91B.

  • 1,939 institutional investors held Invesco QQQ Trust (QQQ) as of Q4 2020, up from 1,698 in Q3 2020.
  • Funds reported $66.9B of Invesco QQQ Trust stock for Q4 2020, up 4.1% quarter-over-quarter.
  • 355 funds opened new Invesco QQQ Trust positions in Q4 2020 and 86 closed out, a net change of +269 holders.
  • The largest Invesco QQQ Trust buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.42B added.
  • The largest Invesco QQQ Trust seller in Q4 2020 was BNP Paribas Financial Markets, an estimated $3.91B sold.

Based on aggregated 13F filings for Q4 2020.