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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
CWP
1151
Curated Wealth Partners
California
$1.24M +$1.16M +3,940 New
MA
1152
Mezzasalma Advisors
New Jersey
$1.23M +$1.15M +3,918 New
EWM
1153
Evercore Wealth Management
New York
$1.23M -$342K -1,165 -23%
IIM
1154
Ipswich Investment Management
Massachusetts
$1.22M +$2.35K +8 +0.2%
BFWA
1155
Benchmark Financial Wealth Advisors
Florida
$1.22M +$322K +1,098 +39%
EWF
1156
Epstein & White Financial
California
$1.21M -$140K -478 -11%
SWM
1157
SVA Wealth Management
Wisconsin
$1.21M
VBFP
1158
Valtinson Bruner Financial Planning
Minnesota
$1.2M +$51.4K +175 +5%
RZH
1159
Relyea Zuckerberg Hanson
Connecticut
$1.2M +$352K +1,200 +46%
UMC
1160
United Maritime Capital
New York
$1.2M +$1.12M +3,825 New
TH
1161
TCTC Holdings
Texas
$1.2M +$313K +1,066 +39%
DA
1162
Dash Acquisitions
California
$1.2M +$1.12M +3,820 New
GT
1163
Glenview Trust
Kentucky
$1.19M
WHG
1164
Westwood Holdings Group
Texas
$1.19M +$432K +1,473 +63%
SCG
1165
Sonata Capital Group
Washington
$1.19M
RMAM
1166
Raab & Moskowitz Asset Management
New Jersey
$1.19M +$195K +665 +21%
MP
1167
McDonald Partners
Ohio
$1.19M +$1.11M +3,793 New
Credit Agricole
1168
Credit Agricole
France
$1.19M -$85.1K -290 -7%
TWP
1169
Tempus Wealth Planning
California
$1.19M +$7.93K +27 +0.7%
PCS
1170
Personal CFO Solutions
New Jersey
$1.18M -$8.81K -30 -0.8%
BCM
1171
Breiter Capital Management
Florida
$1.17M +$62.8K +214 +6%
NNP
1172
Nachman Norwood & Parrott
South Carolina
$1.16M +$168K +573 +18%
ZIG
1173
Zuckerman Investment Group
Illinois
$1.16M +$581K +1,978 +115%
ATPW
1174
Ashton Thomas Private Wealth
Arizona
$1.16M +$416K +1,418 +62%
IPGDR
1175
Investidor Profissional Gestao de Recursos
Brazil
$1.15M -$823K -2,802 -43%

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.