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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
WCM
1351
Windsor Capital Management
Arizona
$242K +$269K +1,272 New
QWM
1352
Quaker Wealth Management
New Jersey
$241K -$41.9K -198 -14%
BBNA
1353
Bremer Bank National Association
Minnesota
$239K +$635 +3 +0.2%
ACM
1354
Armbruster Capital Management
New York
$238K +$265K +1,250 New
TNB
1355
Thomasville National Bank
Georgia
$237K +$18.2K +86 +7%
WDL
1356
Well Done LLC
Michigan
$237K +$263K +1,243 New
BAM
1357
Baldrige Asset Management
Pennsylvania
$236K
PP
1358
PDS Planning
Ohio
$236K +$45.5K +215 +21%
WIM
1359
Westside Investment Management
California
$234K +$6.2M +29,286 New
IAP
1360
Indie Asset Partners
Indiana
$233K -$471K -2,225 -65%
TFCP
1361
Twin Focus Capital Partners
Massachusetts
$233K +$23.9K +113 +10%
CAI
1362
Capital Advisors Inc
Oklahoma
$233K +$26.3K +124 +11%
CG
1363
CFO4Life Group
Texas
$232K
EWMCB
1364
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$232K +$258K +1,221 New
LFS
1365
Legacy Financial Strategies
Kansas
$230K
REMPR
1366
Roof Eidam Maycock Peralta (REMP)
California
$229K
CRIG
1367
Charter Research & Investment Group
Connecticut
$228K -$7.41K -35 -3%
DI
1368
Diligent Investors
California
$228K
HKIM
1369
Hayek Kallen Investment Management
Alabama
$228K
KJHP
1370
K.J. Harrison & Partners
Ontario, Canada
$228K
MFW
1371
Meristem Family Wealth
Minnesota
$228K
AFM
1372
Abbot Financial Management
Massachusetts
$226K
PFA
1373
Pure Financial Advisors
California
$225K
AWA
1374
Acorn Wealth Advisors
Michigan
$225K +$21.6K +102 +10%
NG
1375
Northstar Group
New York
$224K -$35.4K -167 -12%

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.