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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
WFMPM
1326
Woodley Farra Manion Portfolio Management
Indiana
$259K -$49.5K -234 -15%
HGWM
1327
Horst & Graben Wealth Management
Oregon
$259K +$288K +1,361 New
JGC
1328
J. Goldman & Co
New York
$257K -$2.72M -12,870 -91%
Kayne Anderson Rudnick Investment Management
1329
Kayne Anderson Rudnick Investment Management
California
$257K +$56.5K +267 +25%
BWM
1330
BigSur Wealth Management
Florida
$255K
DAM
1331
Deltec Asset Management
New York
$255K
MJRIC
1332
Mogy Joel R Investment Counsel
California
$255K
WQ
1333
Wealth Quarterback
New Jersey
$253K -$9.07M -42,843 -97%
MIM
1334
Moseley Investment Management
Florida
$250K -$114K -537 -29%
XWM
1335
Xcel Wealth Management
Florida
$250K +$279K +1,317 New
Qube Research & Technologies (QRT)
1336
Qube Research & Technologies (QRT)
United Kingdom
$248K -$15.5M -73,240 -98%
AFS
1337
Aft Forsyth & Sober
Florida
$248K -$2.27M -10,735 -89%
DE
1338
Day & Ennis
Georgia
$248K -$57.2K -270 -17%
KWM
1339
Keebeck Wealth Management
Illinois
$248K
MIC
1340
Meridian Investment Counsel
California
$248K
FIA
1341
Foundations Investment Advisors
Arizona
$248K +$289K +1,363 New
F
1342
F3Logic
Minnesota
$247K -$126K -596 -31%
Millennium Management
1343
Millennium Management
New York
$246K -$12.8M -60,697 -98%
MFG
1344
MidWestOne Financial Group
Iowa
$246K
COF
1345
Capital One Financial
Virginia
$245K +$272K +1,287 New
SFG
1346
Sunburst Financial Group
Alabama
$244K +$10.4K +49 +4%
KCM
1347
Kanawha Capital Management
Virginia
$243K -$2.12K -10 -0.8%
MPI
1348
Mairs & Power Inc
Minnesota
$243K +$270K +1,275 New
OC
1349
Oakworth Capital
Alabama
$242K
HFM
1350
Hartford Financial Management
Connecticut
$242K +$1.91K +9 +0.7%

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.