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Invesco QQQ Trust

749 hedge funds and large institutions have $16B invested in Invesco QQQ Trust in 2015 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 291 increasing their positions, 185 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 43

57% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 185

45% more funds holding in top 10

Funds holding in top 10: 84122 (+38)

20% more capital invested

Capital invested by funds: $13.4B → $16B (+$2.65B)

13% more funds holding

Funds holding: 660749 (+89)

55% less call options, than puts

Call options by funds: $5.44B | Put options by funds: $12B

Holders
749
Holders Change
+89
Holders Change %
+13.48%
% of All Funds
19.65%
Holding in Top 10
122
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+45.24%
% of All Funds
3.2%
New
140
Increased
291
Reduced
185
Closed
43
Calls
$5.44B
Puts
$12B
Net Calls
-$6.58B
Net Calls Change
-$1.12B
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
101
M&T Bank
New York
$16.5M -$822K -7,370 -5%
SB
102
Suntrust Banks
Georgia
$16.1M +$753K +6,750 +5%
MCM
103
Murphy Capital Management
New Jersey
$15.7M -$174K -1,560 -1%
AIA
104
Allegis Investment Advisors
Idaho
$15.6M +$15.5M +139,389 New
CP
105
Corbenic Partners
Pennsylvania
$15.4M +$723K +6,484 +5%
EDRS
106
Edmond de Rothschild (Suisse)
Switzerland
$15.2M -$5.65M -50,627 -27%
CCMD
107
Cypress Capital Management (Delaware)
Delaware
$15.1M -$142K -1,275 -0.9%
UCFA
108
United Capital Financial Advisors
Texas
$15M +$502K +4,502 +3%
LWA
109
Lowe Wealth Advisors
Maryland
$14.7M +$14.1K +126 +0.1%
FAAS
110
First Allied Advisory Services
California
$14.5M +$7.48M +67,088 +107%
BCI
111
Brinker Capital Investments
Pennsylvania
$13.9M -$14.8M -132,550 -52%
KeyBank National Association
112
KeyBank National Association
Ohio
$13.8M -$181K -1,621 -1%
VFS
113
VSR Financial Services
Kansas
$13.7M +$7.55M +67,709 +123%
DDC
114
Daniel Devine & Co
Florida
$13.6M
SCM
115
Summit Capital Management
Washington
$13.5M +$2.74M +24,534 +26%
PAI
116
Pittenger & Anderson Inc
Nebraska
$13.3M +$1.18M +10,566 +10%
MIAN
117
Mariner Independent Advisor Network
Kansas
$13.1M +$3.93M +35,226 +43%
PFG
118
Piershale Financial Group
Illinois
$13.1M +$13M +116,651 +46,290%
ICM
119
Ionic Capital Management
New York
$13.1M +$13M +116,891 New
WSFS
120
Wilmington Savings Fund Society
Delaware
$12.8M -$180K -1,617 -1%
BF
121
BOK Financial
Oklahoma
$12.8M -$252K -2,257 -2%
CB
122
Commerce Bank
Missouri
$12.7M +$99.8K +895 +0.8%
DSN
123
D. Scott Neal
Kentucky
$12.5M +$310K +2,780 +3%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$12.4M +$1.88M +16,827 +18%
KWMG
125
King Wealth Management Group
Florida
$12.4M +$1.8M +16,135 +17%

QQQ Hedge Fund Activity: Q4 2015 in Review

749 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q4 2015, worth a combined $16B — up 20% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new QQQ positions and 43 closed out — a net gain of 97 holders — while 291 added to existing stakes and 185 trimmed.

The largest buyer was LPL Financial, adding an estimated $640M. The largest seller was SG Americas Securities, cutting an estimated $719M.

  • 749 institutional investors held Invesco QQQ Trust (QQQ) as of Q4 2015, up from 660 in Q3 2015.
  • Funds reported $16B of Invesco QQQ Trust stock for Q4 2015, up 20% quarter-over-quarter.
  • 140 funds opened new Invesco QQQ Trust positions in Q4 2015 and 43 closed out, a net change of +97 holders.
  • The largest Invesco QQQ Trust buyer in Q4 2015 was LPL Financial, an estimated $640M added.
  • The largest Invesco QQQ Trust seller in Q4 2015 was SG Americas Securities, an estimated $719M sold.

Based on aggregated 13F filings for Q4 2015.