We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

2,220 hedge funds and large institutions have $62.1B invested in Invesco QQQ Trust in 2022 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 949 increasing their positions, 824 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 949 | Existing positions reduced: 824

1.28% more ownership

Funds ownership: 42.55%43.83% (+1.3%)

3% less capital invested

Capital invested by funds: $63.8B → $62.1B (-$1.68B)

9% less first-time investments, than exits

New positions opened: 152 | Existing positions closed: 167

2% less funds holding

Funds holding: 2,2682,220 (-48)

4% less funds holding in top 10

Funds holding in top 10: 479460 (-19)

30% less call options, than puts

Call options by funds: $88.7B | Put options by funds: $126B

Holders
2,220
Holders Change
-48
Holders Change %
-2.12%
% of All Funds
38.24%
Holding in Top 10
460
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-3.97%
% of All Funds
7.92%
New
152
Increased
949
Reduced
824
Closed
167
Calls
$88.7B
Puts
$126B
Net Calls
-$37.6B
Net Calls Change
+$811M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
1076
UMB Bank
Missouri
$1.78M +$352K +1,165 +21%
FAG
1077
Fortitude Advisory Group
Washington
$1.78M +$423K +1,402 +27%
HCMG
1078
Howard Capital Management Group
California
$1.77M
BMC
1079
Beaton Management Company
Massachusetts
$1.77M +$21.1K +70 +1%
MIM
1080
Macroview Investment Management
Maryland
$1.77M -$10.6K -35 -0.5%
RPGK
1081
Retirement Planning Group (Kansas)
Kansas
$1.76M +$1.99M +6,584 New
JAFL
1082
Jay A. Fishman Ltd
Michigan
$1.76M +$2.41K +8 +0.1%
BBPWM
1083
Blue Bell Private Wealth Management
Pennsylvania
$1.76M -$16.9K -56 -0.8%
RA
1084
RiverTree Advisors
Florida
$1.76M -$2M -6,613 -15%
BFA
1085
Beacon Financial Advisory
Ohio
$1.76M -$2.72K -9 -0.1%
PCG
1086
Prosperity Consulting Group
Maryland
$1.74M +$28.7K +95 +1%
MFA
1087
Mayflower Financial Advisors
Massachusetts
$1.74M +$25.7K +85 +1%
CC
1088
Codex Capital
New York
$1.74M
BWA
1089
BDO Wealth Advisors
Florida
$1.73M +$617K +2,044 +46%
FA
1090
Financial Advisors
Massachusetts
$1.73M +$1.35M +4,477 +211%
CPSC
1091
Carl P. Sherr & Co
Massachusetts
$1.72M +$3.32K +11 +0.2%
FWCM
1092
Ferguson Wellman Capital Management
Oregon
$1.72M -$1.81K -6 -0.1%
TFA
1093
Tranquilli Financial Advisor
New Jersey
$1.72M -$694K -2,301 -26%
APWM
1094
Atlas Private Wealth Management
New York
$1.71M -$14.2K -47 -0.7%
IB
1095
Intrust Bank
Kansas
$1.71M
EGA
1096
E&G Advisors
Texas
$1.7M -$198K -655 -9%
AWM
1097
Ameliora Wealth Management
Switzerland
$1.7M +$1.95M +6,455 New
WFS
1098
Weitzel Financial Services
Iowa
$1.69M +$3.92K +13 +0.2%
VAS
1099
Vestmark Advisory Solutions
Massachusetts
$1.69M -$282K -933 -13%
BPWM
1100
Badgley Phelps Wealth Managers
Washington
$1.69M +$69.7K +231 +4%

QQQ Hedge Fund Activity: Q3 2022 in Review

2,220 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q3 2022, worth a combined $62.1B — down 2.6% from $63.8B a quarter earlier.

Sellers outnumbered buyers: 167 funds closed out of QQQ and 152 opened new positions — a net loss of 15 holders — while 824 trimmed existing stakes and 949 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.97B. The largest seller was Bank of America, cutting an estimated $2.38B.

  • 2,220 institutional investors held Invesco QQQ Trust (QQQ) as of Q3 2022, down from 2,268 in Q2 2022.
  • Funds reported $62.1B of Invesco QQQ Trust stock for Q3 2022, down 2.6% quarter-over-quarter.
  • 152 funds opened new Invesco QQQ Trust positions in Q3 2022 and 167 closed out, a net change of -15 holders.
  • The largest Invesco QQQ Trust buyer in Q3 2022 was JP Morgan Chase, an estimated $1.97B added.
  • The largest Invesco QQQ Trust seller in Q3 2022 was Bank of America, an estimated $2.38B sold.

Based on aggregated 13F filings for Q3 2022.