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Invesco QQQ Trust

1,557 hedge funds and large institutions have $37.2B invested in Invesco QQQ Trust in 2020 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 684 increasing their positions, 515 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 131

33% more repeat investments, than reductions

Existing positions increased: 684 | Existing positions reduced: 515

18% more funds holding in top 10

Funds holding in top 10: 276327 (+51)

4.13% more ownership

Funds ownership: 42.67%46.8% (+4.1%)

3% more funds holding

Funds holding: 1,5151,557 (+42)

0% more capital invested

Capital invested by funds: $37.1B → $37.2B (+$170M)

30% less call options, than puts

Call options by funds: $33B | Put options by funds: $47.1B

Holders
1,557
Holders Change
+42
Holders Change %
+2.77%
% of All Funds
34.31%
Holding in Top 10
327
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+18.48%
% of All Funds
7.21%
New
193
Increased
684
Reduced
515
Closed
131
Calls
$33B
Puts
$47.1B
Net Calls
-$14.1B
Net Calls Change
+$10.6B
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
1176
BOK Financial Private Wealth
Colorado
$380K -$12.7K -60 -3%
CWM
1177
Cabot Wealth Management
Massachusetts
$380K -$6.35K -30 -1%
BFA
1178
Bragg Financial Advisors
North Carolina
$380K +$108K +510 +34%
BWCS
1179
Beirne Wealth Consulting Services
Connecticut
$379K -$52.1K -246 -11%
RF
1180
RHS Financial
California
$379K -$4.23K -20 -1%
KA
1181
Klingman & Associates
New York
$378K +$159K +750 +61%
BBA
1182
BLB&B Advisors
Pennsylvania
$377K -$11.2K -53 -3%
BP
1183
BBR Partners
New York
$376K -$87.6K -414 -17%
WBG
1184
Wharton Business Group
Pennsylvania
$376K +$124K +586 +42%
RIG
1185
Renaissance Investment Group
Massachusetts
$375K +$18.6K +88 +5%
FTI
1186
Fiduciary Trust International
Massachusetts
$374K
PFGIA
1187
Patriot Financial Group Insurance Agency
Massachusetts
$373K +$204K +962 +96%
WPP
1188
Whalerock Point Partners
Rhode Island
$372K
SRSA
1189
S.R. Schill & Associates
Washington
$371K
NCM
1190
Noesis Capital Mangement
Florida
$371K +$5.93K +28 +1%
KFA
1191
Kelleher Financial Advisors
New York
$369K
CCA
1192
Checchi Capital Advisers
California
$369K +$411K +1,940 New
WCM
1193
Whitener Capital Management
North Carolina
$368K -$198K -937 -33%
FRA
1194
Front Row Advisors
California
$368K +$93.8K +443 +36%
MCM
1195
Mainstay Capital Management
Michigan
$367K -$1.14M -5,382 -73%
BAS
1196
Brown Advisory Securities
Maryland
$367K -$308K -1,454 -44%
AFIA
1197
America First Investment Advisors
Nebraska
$367K -$201K -951 -33%
WPC
1198
White Pine Capital
Minnesota
$367K +$23.3K +110 +6%
CMO
1199
Covenant Multifamily Offices
Texas
$367K +$408K +1,928 New
AIM
1200
AMI Investment Management
Indiana
$365K

QQQ Hedge Fund Activity: Q1 2020 in Review

1,557 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2020, worth a combined $37.2B — up 0.46% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new QQQ positions and 131 closed out — a net gain of 62 holders — while 684 added to existing stakes and 515 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.45B. The largest seller was Citigroup, cutting an estimated $1.17B.

  • 1,557 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2020, up from 1,515 in Q4 2019.
  • Funds reported $37.2B of Invesco QQQ Trust stock for Q1 2020, up 0.46% quarter-over-quarter.
  • 193 funds opened new Invesco QQQ Trust positions in Q1 2020 and 131 closed out, a net change of +62 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2020 was Morgan Stanley, an estimated $1.45B added.
  • The largest Invesco QQQ Trust seller in Q1 2020 was Citigroup, an estimated $1.17B sold.

Based on aggregated 13F filings for Q1 2020.