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
AIM
551
Allen Investment Management
New York
$7.73M
CFS
552
CRA Financial Services
New Jersey
$7.72M +$268K +912 +4%
DIM
553
Delta Investment Management
California
$7.66M +$2.64M +8,978 +58%
GA
554
Gateway Advisory
New Jersey
$7.64M -$17.9K -61 -0.2%
DWM
555
Defined Wealth Management
Oregon
$7.61M +$7.12M +24,249 New
CGFA
556
Colton Groome Financial Advisors
North Carolina
$7.6M -$2.05M -6,973 -22%
SSWM
557
Sheets Smith Wealth Management
North Carolina
$7.55M -$68.7K -234 -1%
BFEC
558
Benjamin F. Edwards & Company
Missouri
$7.52M +$1.15M +3,922 +20%
CCM
559
Coldstream Capital Management
Washington
$7.49M -$415K -1,414 -6%
GEA
560
Glen Eagle Advisors
New Jersey
$7.45M +$43.7K +149 +0.6%
DWMG
561
DB Wealth Management Group
California
$7.39M +$6.92M +23,571 New
OPWM
562
Oakwell Private Wealth Management
Texas
$7.34M +$6.87M +23,392 New
IAN
563
Integrated Advisors Network
Texas
$7.3M +$313K +1,065 +5%
ACI
564
Alpha Cubed Investments
California
$7.29M -$461K -1,571 -6%
TPCW
565
TD Private Client Wealth
New York
$7.24M +$1.6M +5,461 +31%
Qube Research & Technologies (QRT)
566
Qube Research & Technologies (QRT)
United Kingdom
$7.23M +$1.51M +5,132 +29%
ACM
567
Ategra Capital Management
Virginia
$7.1M +$338K +1,152 +5%
ACM
568
AlphaStar Capital Management
North Carolina
$7.1M -$366K -1,248 -5%
BPA
569
Beacon Pointe Advisors
California
$7.1M +$1.13M +3,856 +21%
RJT
570
Raymond James Trust
Florida
$7.1M +$540K +1,841 +9%
SC
571
Savant Capital
Illinois
$7.08M -$376K -1,282 -5%
3F
572
360 Financial
Minnesota
$7.07M -$385K -1,312 -6%
FFC
573
Fure Financial Corporation
Minnesota
$7.06M -$4.71M -16,046 -42%
BCP
574
Berkeley Capital Partners
Georgia
$7.05M +$337K +1,149 +5%
SAM
575
Simplify Asset Management
Nevada
$7.05M +$6.6M +22,465 New

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.