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Invesco QQQ Trust

719 hedge funds and large institutions have $11.2B invested in Invesco QQQ Trust in 2016 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 221 increasing their positions, 307 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 71

2% less funds holding

Funds holding: 734719 (-15)

8% less funds holding in top 10

Funds holding in top 10: 9890 (-8)

22% less capital invested

Capital invested by funds: $14.5B → $11.2B (-$3.23B)

28% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 307

48% less call options, than puts

Call options by funds: $5.84B | Put options by funds: $11.2B

Holders
719
Holders Change
-15
Holders Change %
-2.04%
% of All Funds
19.18%
Holding in Top 10
90
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.16%
% of All Funds
2.4%
New
65
Increased
221
Reduced
307
Closed
71
Calls
$5.84B
Puts
$11.2B
Net Calls
-$5.41B
Net Calls Change
+$616M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
701
Wealthcare Advisory Partners
Pennsylvania
$19K +$18.6K +172 New
ECM
702
Exchange Capital Management
Michigan
$19K +$19.4K +180 New
AWM
703
AllSquare Wealth Management
New York
$18K
JGIA
704
Jackson Grant Investment Advisers
Connecticut
$17K +$7.78K +72 +87%
TSW
705
Thompson Siegel & Walmsley
Virginia
$16K
MPWT
706
MassMutual Private Wealth & Trust
Connecticut
$12.5K -$15.1K -140 -55%
BFEC
707
Benjamin F. Edwards & Company
Missouri
$11K -$11.3K -105 -51%
MTB
708
Mizuho Trust & Banking
Japan
$11K +$10.8M +100,000 New
SFFS
709
Stonehage Fleming Financial Services
Jersey
$8K -$215K -1,990 -97%
CPIG
710
Chicago Partners Investment Group
Illinois
$8K
HDIM
711
Hanson & Doremus Investment Management
Vermont
$8K
MFW
712
Mosaic Family Wealth
Missouri
$7K -$103K -950 -94%
ADL
713
Asset Dedication LLC
California
$7K
FHC
714
First Heartland Consultants
Missouri
$4.11K -$2.12M -19,598 -34%
IPC
715
Independent Portfolio Consultants
Florida
$4K -$1.71M -15,790 -100%
HR
716
Howe & Rusling
New York
$4K -$15.1K -140 -79%
AIM
717
Arcadia Investment Management
Michigan
$4K +$4.32K +40 New
ATC
718
Adirondack Trust Company
New York
$3K
KTC
719
Kistler-Tiffany Companies
Pennsylvania
$3K
AIS
720
Accurate Investment Solutions
Pennsylvania
$1K
HIM
721
Hillsdale Investment Management
Ontario, Canada
$1K
FM
722
Forward Management
California
-$146M -1,340,945 Closed
BAM
723
Broadmark Asset Management
California
-$142M -1,302,940 Closed
NM
724
NWI Management
New York
-$103M -947,202 Closed
RMPT
725
Raytheon Master Pension Trust
Massachusetts
-$54.8M -502,194 Closed

QQQ Hedge Fund Activity: Q2 2016 in Review

719 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q2 2016, worth a combined $11.2B — down 22% from $14.5B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of QQQ and 65 opened new positions — a net loss of 6 holders — while 307 trimmed existing stakes and 221 added.

The largest buyer was Wells Fargo, adding an estimated $149M. The largest seller was LPL Financial, cutting an estimated $809M.

  • 719 institutional investors held Invesco QQQ Trust (QQQ) as of Q2 2016, down from 734 in Q1 2016.
  • Funds reported $11.2B of Invesco QQQ Trust stock for Q2 2016, down 22% quarter-over-quarter.
  • 65 funds opened new Invesco QQQ Trust positions in Q2 2016 and 71 closed out, a net change of -6 holders.
  • The largest Invesco QQQ Trust buyer in Q2 2016 was Wells Fargo, an estimated $149M added.
  • The largest Invesco QQQ Trust seller in Q2 2016 was LPL Financial, an estimated $809M sold.

Based on aggregated 13F filings for Q2 2016.