We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

1,241 hedge funds and large institutions have $28.9B invested in Invesco QQQ Trust in 2019 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 456 increasing their positions, 426 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 90

8% more capital invested

Capital invested by funds: $26.6B → $28.9B (+$2.25B)

4% more funds holding

Funds holding: 1,1931,241 (+48)

1% more funds holding in top 10

Funds holding in top 10: 203206 (+3)

7% more repeat investments, than reductions

Existing positions increased: 456 | Existing positions reduced: 426

6.09% less ownership

Funds ownership: 46.94%40.86% (-6.1%)

30% less call options, than puts

Call options by funds: $36.9B | Put options by funds: $52.9B

Holders
1,241
Holders Change
+48
Holders Change %
+4.02%
% of All Funds
26.86%
Holding in Top 10
206
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.48%
% of All Funds
4.46%
New
153
Increased
456
Reduced
426
Closed
90
Calls
$36.9B
Puts
$52.9B
Net Calls
-$16B
Net Calls Change
-$227M
Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
776
Traverso Chambers Private Wealth Management
California
$634K +$15.4K +91 +3%
WP
777
WealthSource Partners
California
$626K -$53.6K -316 -8%
WCM
778
Whitener Capital Management
North Carolina
$626K +$20.4K +120 +4%
FCFC
779
First Commonwealth Financial Corp
Pennsylvania
$625K -$89.1K -525 -13%
BFIC
780
Bedell Frazier Investment Counselling
California
$623K +$13.6K +80 +2%
PPW
781
Pasadena Private Wealth
California
$622K +$42.4K +250 +8%
UWM
782
USAdvisors Wealth Management
Minnesota
$621K -$30.7K -181 -5%
SBWM
783
Sunflower Bank Wealth Management
Arizona
$619K -$56K -330 -9%
RMAM
784
Raab & Moskowitz Asset Management
New Jersey
$617K
KIA
785
Kopp Investment Advisors
Minnesota
$615K +$17K +100 +3%
GIM
786
Goelzer Investment Management
Indiana
$614K +$580K +3,420 New
OIA
787
Optimum Investment Advisors
Illinois
$604K -$16.3K -96 -3%
MCM
788
Maple Capital Management
Vermont
$599K -$29.7K -175 -5%
RBFC
789
Roman Butler Fullerton & Co
Missouri
$599K +$299K +1,760 +112%
CI
790
Chartist Inc
California
$597K +$51.8K +305 +10%
SHGA
791
Sand Hill Global Advisors
California
$593K -$49.4K -291 -8%
AIM
792
Axiom Investment Management
New York
$589K -$348K -2,050 -39%
TL
793
TrueWealth LLC
Georgia
$586K +$1.36K +8 +0.2%
FCT
794
Family Capital Trust
Massachusetts
$585K +$8.82K +52 +2%
MLFP
795
MPS Loria Financial Planners
Illinois
$583K -$2.88K -17 -0.5%
9WM
796
9258 Wealth Management
Ohio
$583K +$46.3K +273 +9%
PFM
797
Parsec Financial Management
North Carolina
$582K +$115K +675 +26%
AC
798
Avestar Capital
New York
$579K
KL
799
KWMG LLC
Kansas
$578K -$328K -1,931 -38%
SCG
800
Sonata Capital Group
Washington
$575K

QQQ Hedge Fund Activity: Q1 2019 in Review

1,241 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2019, worth a combined $28.9B — up 8.5% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new QQQ positions and 90 closed out — a net gain of 63 holders — while 456 added to existing stakes and 426 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $1.31B. The largest seller was Morgan Stanley, cutting an estimated $1.26B.

  • 1,241 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2019, up from 1,193 in Q4 2018.
  • Funds reported $28.9B of Invesco QQQ Trust stock for Q1 2019, up 8.5% quarter-over-quarter.
  • 153 funds opened new Invesco QQQ Trust positions in Q1 2019 and 90 closed out, a net change of +63 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2019 was BNP Paribas Financial Markets, an estimated $1.31B added.
  • The largest Invesco QQQ Trust seller in Q1 2019 was Morgan Stanley, an estimated $1.26B sold.

Based on aggregated 13F filings for Q1 2019.