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
HPC
876
Hobart Private Capital
North Carolina
$461K +$80.6K +475 +23%
LBD
877
Landsberg Bennett & Dubbaneh
Florida
$456K -$1.85M -10,911 -81%
RBC
878
Roble Belko & Company
Pennsylvania
$455K -$3.39K -20 -0.8%
GAB
879
German American Bancorp
Indiana
$450K
I
880
IberiaBank
Louisiana
$449K -$5.09K -30 -1%
FWM
881
Focused Wealth Management
New York
$447K
MIM
882
Moseley Investment Management
Florida
$440K +$416K +2,449 New
WF
883
WealthTrust Fairport
Ohio
$437K +$412K +2,430 New
CCMG
884
Clark Capital Management Group
Pennsylvania
$436K
WAS
885
WESPAC Advisors SoCal
California
$436K +$412K +2,429 New
GCM
886
Gunderson Capital Management
South Carolina
$432K +$408K +2,407 New
WB
887
Webster Bank
Connecticut
$431K -$29.7K -175 -7%
OCM
888
Oakwood Capital Management
California
$431K +$848 +5 +0.2%
SC
889
Searle & Co
Connecticut
$431K +$407K +2,400 New
BP
890
BBR Partners
New York
$429K
LNWWM
891
Laird Norton Wetherby Wealth Management
California
$425K +$401K +2,365 New
SFWA
892
Summit Financial Wealth Advisors
Louisiana
$424K -$5.94K -35 -1%
CWM
893
Cedar Wealth Management
California
$422K
TC
894
Truvestments Capital
Florida
$422K +$399K +2,350 New
AL
895
Aspiriant LLC
California
$421K +$124K +730 +45%
BRC
896
Bell Rock Capital
Delaware
$419K +$114K +671 +41%
WMA
897
Wealth Management Associates
New Jersey
$414K +$391K +2,305 New
Chevy Chase Trust
898
Chevy Chase Trust
Maryland
$413K -$202K -1,193 -35%
BFS
899
Bradley Foster & Sargent
Connecticut
$413K +$170 +1 +0%
WCWM
900
Wooster Corthell Wealth Management
Connecticut
$412K

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.