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
KPW
626
Kore Private Wealth
New York
$5.92M +$17.6K +60 +0.3%
AA
627
ACT Advisors
North Carolina
$5.91M +$5.53M +18,826 New
CAM
628
Cresset Asset Management
Illinois
$5.9M -$1.5M -5,123 -21%
GA
629
GFS Advisors
Texas
$5.9M -$787K -2,682 -12%
CP
630
Capital Planning
Washington
$5.89M +$5.51M +18,783 New
GSWM
631
Golden State Wealth Management
California
$5.88M +$36.7K +125 +0.7%
CFA
632
Carroll Financial Associates
North Carolina
$5.88M +$329K +1,122 +6%
DWA
633
Dougherty Wealth Advisers
Minnesota
$5.84M +$4.19M +14,263 +328%
PFG
634
Pacific Financial Group
Washington
$5.79M +$437K +1,487 +9%
ATFA
635
All Terrain Financial Advisors
Minnesota
$5.79M -$270K -920 -5%
DI
636
DFPG Investments
Utah
$5.77M -$709K -2,416 -12%
ACM
637
Ashford Capital Management
Delaware
$5.72M -$454K -1,546 -8%
CC
638
Claybrook Capital
Massachusetts
$5.72M +$633K +2,156 +13%
TFA
639
Toth Financial Advisory
Virginia
$5.69M +$26.7K +91 +0.5%
PCA
640
Personal Capital Advisors
California
$5.68M +$585K +1,993 +12%
Franklin Resources
641
Franklin Resources
California
$5.67M -$233M -793,497 -98%
LCM
642
Lucas Capital Management
New Jersey
$5.64M +$140K +478 +3%
RG
643
Rikoon Group
New Mexico
$5.63M -$16.1K -55 -0.3%
CG
644
Colony Group
Massachusetts
$5.61M +$227K +773 +5%
AIC
645
Ayalon Insurance Company
Israel
$5.6M +$218K +742 +4%
SMG
646
Smart Money Group
Texas
$5.59M -$1.48M -5,052 -22%
PPA
647
Parametric Portfolio Associates
Washington
$5.55M -$42K -143 -0.8%
TFGT
648
TS Financial Group (TSFG)
Illinois
$5.55M -$874K -2,976 -14%
APW
649
Aurora Private Wealth
New Jersey
$5.54M -$190K -648 -4%
CCM
650
CWH Capital Management
Washington
$5.53M -$4.09M -13,939 -44%

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.