We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

1,939 hedge funds and large institutions have $66.9B invested in Invesco QQQ Trust in 2020 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 754 increasing their positions, 624 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 355 | Existing positions closed: 86

21% more repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 624

16% more funds holding in top 10

Funds holding in top 10: 419486 (+67)

14% more funds holding

Funds holding: 1,6981,939 (+241)

4% more capital invested

Capital invested by funds: $64.3B → $66.9B (+$2.62B)

3.03% less ownership

Funds ownership: 46.89%43.86% (-3%)

55% less call options, than puts

Call options by funds: $54.8B | Put options by funds: $121B

Holders
1,939
Holders Change
+241
Holders Change %
+14.19%
% of All Funds
34.31%
Holding in Top 10
486
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+15.99%
% of All Funds
8.6%
New
355
Increased
754
Reduced
624
Closed
86
Calls
$54.8B
Puts
$121B
Net Calls
-$66.6B
Net Calls Change
-$21.2B
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1076
Plaisance Capital
Colorado
$1.57M +$1.47M +5,000 New
PP
1077
Patten & Patten
Tennessee
$1.57M -$25K -85 -2%
BC
1078
Burney Company
Virginia
$1.53M -$362K -1,232 -20%
XSC
1079
X-Square Capital
Puerto Rico
$1.53M
KMWM
1080
Keudell/Morrison Wealth Management
Oregon
$1.53M +$1.43M +4,870 New
KIC
1081
Kensington Investment Counsel
California
$1.52M +$1.43M +4,857 New
CCB
1082
Cutter & Co Brokerage
Missouri
$1.52M +$19.4K +66 +1%
WPC
1083
Waters Parkerson & Co
Louisiana
$1.52M -$29.4K -100 -2%
MA
1084
MCF Advisors
Kentucky
$1.51M -$54.6K -186 -4%
MAS
1085
Managed Account Services
Florida
$1.5M -$27.3K -93 -2%
AIM
1086
Acropolis Investment Management
Missouri
$1.49M +$386K +1,316 +38%
CC
1087
Codex Capital
New York
$1.47M -$306K -1,041 -18%
UAS
1088
United Asset Strategies
New York
$1.46M +$113K +385 +9%
CL
1089
COWA LLC
Oklahoma
$1.46M +$1.37M +4,654 New
IAMOG
1090
Investors Asset Management of Georgia
Georgia
$1.45M -$285K -972 -17%
CSPIA
1091
Cary Street Partners Investment Advisory
Virginia
$1.45M +$477K +1,626 +54%
HCM
1092
Hengehold Capital Management
Ohio
$1.45M +$1.35M +4,611 New
PFM
1093
Parsec Financial Management
North Carolina
$1.45M +$29.4K +100 +2%
FFA
1094
Founders Financial Alliance
North Carolina
$1.44M -$18.2K -62 -1%
MIM
1095
Marco Investment Management
Georgia
$1.44M +$10.3K +35 +0.8%
GC
1096
Grimes & Company
Massachusetts
$1.44M +$214K +729 +19%
SAM
1097
SignalPoint Asset Management
Missouri
$1.44M -$91K -310 -6%
NHC
1098
Nicholas Hoffman & Company
Georgia
$1.44M +$62.5K +213 +5%
AAMA
1099
Advanced Asset Management Advisors
Ohio
$1.43M +$151K +513 +13%
SIC
1100
Salem Investment Counselors
North Carolina
$1.43M +$34.3K +117 +3%

QQQ Hedge Fund Activity: Q4 2020 in Review

1,939 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q4 2020, worth a combined $66.9B — up 4.1% from $64.3B a quarter earlier.

Buyers outnumbered sellers: 355 funds opened new QQQ positions and 86 closed out — a net gain of 269 holders — while 754 added to existing stakes and 624 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $1.42B. The largest seller was BNP Paribas Financial Markets, cutting an estimated $3.91B.

  • 1,939 institutional investors held Invesco QQQ Trust (QQQ) as of Q4 2020, up from 1,698 in Q3 2020.
  • Funds reported $66.9B of Invesco QQQ Trust stock for Q4 2020, up 4.1% quarter-over-quarter.
  • 355 funds opened new Invesco QQQ Trust positions in Q4 2020 and 86 closed out, a net change of +269 holders.
  • The largest Invesco QQQ Trust buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.42B added.
  • The largest Invesco QQQ Trust seller in Q4 2020 was BNP Paribas Financial Markets, an estimated $3.91B sold.

Based on aggregated 13F filings for Q4 2020.