We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

2,907 hedge funds and large institutions have $105B invested in Invesco QQQ Trust in 2024 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 1,247 increasing their positions, 1,053 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 128

18% more repeat investments, than reductions

Existing positions increased: 1,247 | Existing positions reduced: 1,053

2% more funds holding

Funds holding: 2,8432,907 (+64)

1% more funds holding in top 10

Funds holding in top 10: 642650 (+8)

3% more capital invested

Capital invested by funds: $102B → $105B (+$3.06B)

7.53% less ownership

Funds ownership: 49.64%42.11% (-7.5%)

46% less call options, than puts

Call options by funds: $121B | Put options by funds: $225B

Holders
2,907
Holders Change
+64
Holders Change %
+2.25%
% of All Funds
41.87%
Holding in Top 10
650
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.25%
% of All Funds
9.36%
New
234
Increased
1,247
Reduced
1,053
Closed
128
Calls
$121B
Puts
$225B
Net Calls
-$104B
Net Calls Change
-$6.97B
Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
501
Capital Advisors Wealth Management
Washington
$17M +$11.6M +27,142 +244%
NFG
502
Norris Financial Group
South Carolina
$16.9M -$652K -1,520 -4%
SF
503
Synovus Financial
Georgia
$16.9M -$462K -1,077 -3%
DSA
504
Droms Strauss Advisors
Missouri
$16.9M +$81K +189 +0.5%
ECA
505
Elevated Capital Advisors
Utah
$16.8M -$607K -1,416 -4%
GWM
506
Greenwich Wealth Management
Connecticut
$16.8M +$774K +1,806 +5%
CMAI
507
Capital Management Associates Inc
Minnesota
$16.8M +$256K +596 +2%
AIC
508
Archer Investment Corporation
Indiana
$16.8M +$327K +763 +2%
IPW
509
Impact Partnership Wealth
Georgia
$16.7M -$1.59M -3,713 -9%
GG
510
Greenwood Gearhart
Arkansas
$16.7M +$914K +2,131 +6%
VCM
511
Virtue Capital Management
Tennessee
$16.6M +$9.96M +23,240 +105%
TCA
512
Transcend Capital Advisors
New Jersey
$16.5M +$206K +481 +1%
GTAM
513
Global Trust Asset Management
Florida
$16.5M -$1.64M -3,826 -9%
VC
514
Vicus Capital
Pennsylvania
$16.5M -$160K -374 -1%
MGIA
515
Moneta Group Investment Advisors
Missouri
$16.5M +$1.2M +2,793 +8%
FSA
516
Financial Services Advisory
Maryland
$16.4M -$811K -1,892 -5%
FA
517
Fermata Advisors
California
$16.4M +$4.63M +10,806 +41%
ECM
518
Evergreen Capital Management
Washington
$16.4M +$1.08M +2,525 +7%
AFWM
519
Abich Financial Wealth Management
Virginia
$16.3M +$4.66M +10,862 +42%
Bessemer Group
520
Bessemer Group
New Jersey
$16.3M +$243K +566 +2%
CAM
521
Creekmur Asset Management
Illinois
$16.3M -$7.35M -17,147 -32%
CFS
522
CRA Financial Services
New Jersey
$16.3M +$665K +1,551 +4%
PAG
523
Private Advisory Group
Washington
$16.2M +$725K +1,691 +5%
CWM
524
Cornerstone Wealth Management
Missouri
$16.2M +$619K +1,444 +4%
ATPW
525
Ashton Thomas Private Wealth
Arizona
$16.1M +$1.85M +4,312 +14%

QQQ Hedge Fund Activity: Q1 2024 in Review

2,907 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2024, worth a combined $105B — up 3% from $102B a quarter earlier.

Buyers outnumbered sellers: 234 funds opened new QQQ positions and 128 closed out — a net gain of 106 holders — while 1,247 added to existing stakes and 1,053 trimmed.

The largest buyer was Bank of America, adding an estimated $2.47B. The largest seller was International Assets Investment Management, cutting an estimated $12.1B.

  • 2,907 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2024, up from 2,843 in Q4 2023.
  • Funds reported $105B of Invesco QQQ Trust stock for Q1 2024, up 3% quarter-over-quarter.
  • 234 funds opened new Invesco QQQ Trust positions in Q1 2024 and 128 closed out, a net change of +106 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2024 was Bank of America, an estimated $2.47B added.
  • The largest Invesco QQQ Trust seller in Q1 2024 was International Assets Investment Management, an estimated $12.1B sold.

Based on aggregated 13F filings for Q1 2024.