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Invesco QQQ Trust

2,964 hedge funds and large institutions have $107B invested in Invesco QQQ Trust in 2024 Q2 according to their latest regulatory filings, with 226 funds opening new positions, 1,354 increasing their positions, 964 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 127

40% more repeat investments, than reductions

Existing positions increased: 1,354 | Existing positions reduced: 964

2% more funds holding in top 10

Funds holding in top 10: 650664 (+14)

2% more funds holding

Funds holding: 2,9072,964 (+57)

2% more capital invested

Capital invested by funds: $105B → $107B (+$2.41B)

3.69% less ownership

Funds ownership: 42.11%38.41% (-3.7%)

40% less call options, than puts

Call options by funds: $128B | Put options by funds: $213B

Holders
2,964
Holders Change
+57
Holders Change %
+1.96%
% of All Funds
42.8%
Holding in Top 10
664
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.15%
% of All Funds
9.59%
New
226
Increased
1,354
Reduced
964
Closed
127
Calls
$128B
Puts
$213B
Net Calls
-$85.3B
Net Calls Change
+$19B
Name Holding Trade Value Shares
Change
Change in
Stake
JF
726
JSF Financial
California
$11M +$2.7K +6 +0%
GLA
727
Good Life Advisors
Pennsylvania
$11M +$481K +1,070 +5%
ACI
728
Alpha Cubed Investments
California
$10.9M +$98.9K +220 +1%
HTC
729
Haverford Trust Company
Pennsylvania
$10.9M +$1.37M +3,049 +15%
CCG
730
Chatham Capital Group
Georgia
$10.9M +$93.1K +207 +0.9%
MC
731
Moors & Cabot
Massachusetts
$10.8M +$505K +1,123 +5%
HCM
732
HMS Capital Management
Tennessee
$10.7M -$873K -1,940 -8%
WWP
733
WR Wealth Planners
Missouri
$10.7M +$732K +1,628 +8%
BWM
734
BCGM Wealth Management
Indiana
$10.7M +$29.2K +65 +0.3%
TPA
735
Trivium Point Advisory
Connecticut
$10.7M +$9.4M +20,900 +1,477%
PAS
736
Park Avenue Securities
New York
$10.7M +$1.48M +3,287 +17%
RCAG
737
Rehmann Capital Advisory Group
Michigan
$10.7M +$21.6K +48 +0.2%
CAG
738
Crestwood Advisors Group
Massachusetts
$10.6M +$913K +2,030 +10%
CAS
739
Coppell Advisory Solutions
Texas
$10.6M +$9.97M +22,169 New
WWWM
740
White Wing Wealth Management
Texas
$10.6M +$404K +899 +4%
SOS
741
Silver Oak Securities
Tennessee
$10.6M +$1.96M +4,355 +24%
CA
742
Cresta Advisors
Texas
$10.6M +$589K +1,309 +6%
HA
743
HFG Advisors
Ohio
$10.5M -$153K -341 -2%
IWM
744
Iams Wealth Management
Nebraska
$10.5M +$3.63M +8,068 +58%
IF
745
Integrity Financial
Wyoming
$10.5M +$2.4M +5,333 +32%
SWP
746
Strategic Wealth Partners
Ohio
$10.5M -$23.8K -53 -0.2%
MWM
747
Mission Wealth Management
California
$10.5M +$788K +1,751 +9%
RFN
748
RDA Financial Network
Iowa
$10.4M +$281K +625 +3%
BWL
749
Bogart Wealth LLC
Virginia
$10.4M -$586K -1,302 -6%
ECA
750
Elevation Capital Advisory
Oregon
$10.3M +$9.68M +21,516 New

QQQ Hedge Fund Activity: Q2 2024 in Review

2,964 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q2 2024, worth a combined $107B — up 2.3% from $105B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new QQQ positions and 127 closed out — a net gain of 99 holders — while 1,354 added to existing stakes and 964 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.56B. The largest seller was Morgan Stanley, cutting an estimated $2.99B.

  • 2,964 institutional investors held Invesco QQQ Trust (QQQ) as of Q2 2024, up from 2,907 in Q1 2024.
  • Funds reported $107B of Invesco QQQ Trust stock for Q2 2024, up 2.3% quarter-over-quarter.
  • 226 funds opened new Invesco QQQ Trust positions in Q2 2024 and 127 closed out, a net change of +99 holders.
  • The largest Invesco QQQ Trust buyer in Q2 2024 was Royal Bank of Canada, an estimated $1.56B added.
  • The largest Invesco QQQ Trust seller in Q2 2024 was Morgan Stanley, an estimated $2.99B sold.

Based on aggregated 13F filings for Q2 2024.