We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

2,447 hedge funds and large institutions have $73.1B invested in Invesco QQQ Trust in 2023 Q1 according to their latest regulatory filings, with 278 funds opening new positions, 882 increasing their positions, 961 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 278 | Existing positions closed: 127

14% more funds holding in top 10

Funds holding in top 10: 450514 (+64)

11% more capital invested

Capital invested by funds: $66.1B → $73.1B (+$6.99B)

4% more funds holding

Funds holding: 2,3472,447 (+100)

2.37% more ownership

Funds ownership: 40.97%43.34% (+2.4%)

8% less repeat investments, than reductions

Existing positions increased: 882 | Existing positions reduced: 961

42% less call options, than puts

Call options by funds: $122B | Put options by funds: $209B

Holders
2,447
Holders Change
+100
Holders Change %
+4.26%
% of All Funds
38.99%
Holding in Top 10
514
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+14.22%
% of All Funds
8.19%
New
278
Increased
882
Reduced
961
Closed
127
Calls
$122B
Puts
$209B
Net Calls
-$87.5B
Net Calls Change
-$61.3B
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
1051
Highline Wealth Partners
California
$2.81M +$154K +523 +6%
GCGDR
1052
Genoa Capital Gestora de Recursos
$2.81M +$2.58M +8,744 New
CAM
1053
Cozad Asset Management
Illinois
$2.8M -$21.5K -73 -0.8%
CRWM
1054
Castle Rock Wealth Management
California
$2.8M +$36.6K +124 +1%
CIA
1055
Choate Investment Advisors
Massachusetts
$2.79M +$48.1K +163 +2%
OCFG
1056
O'Connor Financial Group
Illinois
$2.78M +$2.55M +8,651 New
PMG
1057
ProVise Management Group
Florida
$2.77M
EWM
1058
Executive Wealth Management
Michigan
$2.75M -$6.2K -21 -0.2%
BW
1059
Bison Wealth
Georgia
$2.74M -$408K -1,382 -14%
PBF
1060
Petix & Botte Financial
California
$2.71M +$2.49M +8,453 New
SAG
1061
SageView Advisory Group
California
$2.71M +$271K +917 +12%
FBB
1062
Fulton Breakefield Broenniman
Maryland
$2.71M +$155K +527 +7%
GWM
1063
GSB Wealth Management
Connecticut
$2.7M -$4.43K -15 -0.2%
MHWM
1064
Montz Harcus Wealth Management
Louisiana
$2.7M -$16.2K -55 -0.6%
HWA
1065
HCR Wealth Advisors
California
$2.68M
FMWA
1066
Forvis Mazars Wealth Advisors
Missouri
$2.68M -$136K -462 -5%
VWM
1067
Vigilare Wealth Management
Arizona
$2.67M -$107K -361 -4%
AM
1068
AGF Management
Ontario, Canada
$2.67M -$1.78M -6,018 -42%
FFG
1069
Fortem Financial Group
California
$2.67M +$653K +2,213 +36%
KWM
1070
Keebeck Wealth Management
Illinois
$2.66M +$155K +527 +7%
S
1071
SignatureFD
Georgia
$2.66M -$101K -341 -4%
AAG
1072
Armstrong Advisory Group
Massachusetts
$2.66M -$533K -1,805 -18%
PWA
1073
PCG Wealth Advisors
Kansas
$2.66M -$84.7K -287 -3%
CFCI
1074
Comprehensive Financial Consultants Institutional
Indiana
$2.65M +$2.44M +8,270 New
Wealth Enhancement Advisory Services
1075
Wealth Enhancement Advisory Services
Minnesota
$2.64M +$2.18M +7,372 +865%

QQQ Hedge Fund Activity: Q1 2023 in Review

2,447 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2023, worth a combined $73.1B — up 11% from $66.1B a quarter earlier.

Buyers outnumbered sellers: 278 funds opened new QQQ positions and 127 closed out — a net gain of 151 holders — while 882 added to existing stakes and 961 trimmed.

The largest buyer was Bank of America, adding an estimated $2.36B. The largest seller was Millennium Management, cutting an estimated $1.09B.

  • 2,447 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2023, up from 2,347 in Q4 2022.
  • Funds reported $73.1B of Invesco QQQ Trust stock for Q1 2023, up 11% quarter-over-quarter.
  • 278 funds opened new Invesco QQQ Trust positions in Q1 2023 and 127 closed out, a net change of +151 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2023 was Bank of America, an estimated $2.36B added.
  • The largest Invesco QQQ Trust seller in Q1 2023 was Millennium Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2023.