We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

2,964 hedge funds and large institutions have $107B invested in Invesco QQQ Trust in 2024 Q2 according to their latest regulatory filings, with 226 funds opening new positions, 1,354 increasing their positions, 964 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 127

40% more repeat investments, than reductions

Existing positions increased: 1,354 | Existing positions reduced: 964

2% more funds holding in top 10

Funds holding in top 10: 650664 (+14)

2% more funds holding

Funds holding: 2,9072,964 (+57)

2% more capital invested

Capital invested by funds: $105B → $107B (+$2.41B)

3.69% less ownership

Funds ownership: 42.11%38.41% (-3.7%)

40% less call options, than puts

Call options by funds: $128B | Put options by funds: $213B

Holders
2,964
Holders Change
+57
Holders Change %
+1.96%
% of All Funds
42.8%
Holding in Top 10
664
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.15%
% of All Funds
9.59%
New
226
Increased
1,354
Reduced
964
Closed
127
Calls
$128B
Puts
$213B
Net Calls
-$85.3B
Net Calls Change
+$19B
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1151
Cohen Capital Management
California
$4.43M
NCM
1152
Novare Capital Management
North Carolina
$4.43M +$3.13M +6,960 +304%
MCCA
1153
Mill Creek Capital Advisors
Pennsylvania
$4.39M +$46.8K +104 +1%
RA
1154
Riverstone Advisors
Texas
$4.37M +$506K +1,126 +14%
GA
1155
Goldstein Advisors
Wisconsin
$4.35M -$76.9K -171 -2%
IA
1156
Insight Advisors
Pennsylvania
$4.35M +$398K +886 +11%
SAG
1157
SageView Advisory Group
California
$4.35M +$4.08M +9,081 New
FMWA
1158
Forvis Mazars Wealth Advisors
Missouri
$4.34M -$64.3K -143 -2%
PBK
1159
Peoples Bank (Kansas)
Kansas
$4.34M -$17.1K -38 -0.4%
ASC
1160
Atalanta Sosnoff Capital
New York
$4.33M +$400K +889 +11%
CCM
1161
Corsair Capital Management
New York
$4.31M +$1.8M +4,000 +80%
PJSIMP
1162
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.31M
AFP
1163
Alpha Financial Partners
Kentucky
$4.3M -$5.85K -13 -0.1%
AWM
1164
Atticus Wealth Management
Florida
$4.29M -$254K -565 -6%
HGA
1165
Hobbs Group Advisors
South Carolina
$4.27M +$4.01M +8,908 New
CIA
1166
Capital Investment Advisors
Georgia
$4.25M +$659K +1,466 +20%
JCFM
1167
JBR Co Financial Management
Oklahoma
$4.25M -$100K -223 -2%
MPA
1168
Marvin & Palmer Associates
Delaware
$4.24M -$2.59M -5,751 -60%
MSA
1169
Marino Stram & Associates
Massachusetts
$4.22M -$173K -385 -4%
AL
1170
Aspiriant LLC
California
$4.21M +$809K +1,798 +26%
AWM
1171
Accel Wealth Management
Iowa
$4.21M +$158K +352 +4%
CI
1172
Clal Insurance
Israel
$4.19M
QCIG
1173
Quad-Cities Investment Group
Iowa
$4.18M +$428K +952 +12%
FIM
1174
FWL Investment Management
Texas
$4.17M +$130K +288 +3%
OFG
1175
Omega Financial Group
California
$4.17M -$145K -322 -4%

QQQ Hedge Fund Activity: Q2 2024 in Review

2,964 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q2 2024, worth a combined $107B — up 2.3% from $105B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new QQQ positions and 127 closed out — a net gain of 99 holders — while 1,354 added to existing stakes and 964 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.56B. The largest seller was Morgan Stanley, cutting an estimated $2.99B.

  • 2,964 institutional investors held Invesco QQQ Trust (QQQ) as of Q2 2024, up from 2,907 in Q1 2024.
  • Funds reported $107B of Invesco QQQ Trust stock for Q2 2024, up 2.3% quarter-over-quarter.
  • 226 funds opened new Invesco QQQ Trust positions in Q2 2024 and 127 closed out, a net change of +99 holders.
  • The largest Invesco QQQ Trust buyer in Q2 2024 was Royal Bank of Canada, an estimated $1.56B added.
  • The largest Invesco QQQ Trust seller in Q2 2024 was Morgan Stanley, an estimated $2.99B sold.

Based on aggregated 13F filings for Q2 2024.