We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

1,947 hedge funds and large institutions have $72.4B invested in Invesco QQQ Trust in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 727 increasing their positions, 796 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 135

8% more capital invested

Capital invested by funds: $66.9B → $72.4B (+$5.45B)

4.03% more ownership

Funds ownership: 43.86%47.89% (+4%)

0% more funds holding

Funds holding: 1,9391,947 (+8)

9% less repeat investments, than reductions

Existing positions increased: 727 | Existing positions reduced: 796

11% less funds holding in top 10

Funds holding in top 10: 486433 (-53)

59% less call options, than puts

Call options by funds: $58.4B | Put options by funds: $143B

Holders
1,947
Holders Change
+8
Holders Change %
+0.41%
% of All Funds
34.18%
Holding in Top 10
433
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-10.91%
% of All Funds
7.6%
New
174
Increased
727
Reduced
796
Closed
135
Calls
$58.4B
Puts
$143B
Net Calls
-$84.5B
Net Calls Change
-$17.9B
Name Holding Trade Value Shares
Change
Change in
Stake
WB
576
Webster Bank
Connecticut
$6.34M +$5.12K +16 +0.1%
CWS
577
Cypress Wealth Services
California
$6.33M -$1.61M -5,035 -20%
APW
578
Aurora Private Wealth
New Jersey
$6.33M +$702K +2,195 +12%
GLA
579
Good Life Advisors
Pennsylvania
$6.33M -$2.6M -8,142 -29%
VAG
580
VisionPoint Advisory Group
Texas
$6.32M -$7.04M -22,031 -53%
PW
581
Peninsula Wealth
California
$6.32M -$4.48K -14 -0.1%
BFEC
582
Benjamin F. Edwards & Company
Missouri
$6.3M -$1.35M -4,215 -18%
CT
583
Caldwell Trust
Florida
$6.29M +$258K +806 +4%
DWM
584
Defined Wealth Management
Oregon
$6.28M -$1.46M -4,564 -19%
FNWM
585
Financial Network Wealth Management
Utah
$6.26M +$124K +388 +2%
ACM
586
Ashford Capital Management
Delaware
$6.21M +$391K +1,222 +7%
GA
587
GFS Advisors
Texas
$6.12M +$120K +374 +2%
WP
588
WealthPLAN Partners
Nebraska
$6.12M -$3.9M -12,203 -40%
SAM
589
Simplify Asset Management
Nevada
$6.1M -$1.07M -3,339 -15%
SMG
590
Smart Money Group
Texas
$6.07M +$379K +1,186 +7%
AIC
591
Ayalon Insurance Company
Israel
$6.03M +$234K +731 +4%
CAM
592
Cresset Asset Management
Illinois
$6.02M +$14.1K +44 +0.2%
CFA
593
Carroll Financial Associates
North Carolina
$6.02M +$43.2K +135 +0.7%
RW
594
RVW Wealth
California
$6M -$60.1K -188 -1%
SCA
595
Sassicaia Capital Advisers
New York
$5.97M +$1.84M +5,760 +45%
AIC
596
Archer Investment Corporation
Indiana
$5.97M +$767K +2,398 +15%
PFG
597
Pacific Financial Group
Washington
$5.94M +$44.1K +138 +0.7%
MCM
598
McMillion Capital Management
North Carolina
$5.93M +$312K +977 +6%
SWA
599
Sax Wealth Advisors
New Jersey
$5.92M +$2.39M +7,490 +68%
DWA
600
Dougherty Wealth Advisers
Minnesota
$5.9M -$35.2K -110 -0.6%

QQQ Hedge Fund Activity: Q1 2021 in Review

1,947 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2021, worth a combined $72.4B — up 8.2% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new QQQ positions and 135 closed out — a net gain of 39 holders — while 727 added to existing stakes and 796 trimmed.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $2.21B. The largest seller was Nippon Life Insurance, exiting entirely with an estimated $715M sold.

  • 1,947 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2021, up from 1,939 in Q4 2020.
  • Funds reported $72.4B of Invesco QQQ Trust stock for Q1 2021, up 8.2% quarter-over-quarter.
  • 174 funds opened new Invesco QQQ Trust positions in Q1 2021 and 135 closed out, a net change of +39 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2021 was Blackstone Inc, an estimated $2.21B added.
  • The largest Invesco QQQ Trust seller in Q1 2021 was Nippon Life Insurance, an estimated $715M sold.

Based on aggregated 13F filings for Q1 2021.