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Invesco QQQ Trust
QQQ

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: 650 → 664 (+14)

2% more funds holding

Funds holding: 2,907 → 2,964 (+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

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.56B
2
Citadel Advisors
Citadel Advisors
Florida
+$1.27B
3
SFC
Strategic Financial Concepts
Texas
+$1.24B
4
HighTower Advisors
HighTower Advisors
Illinois
+$463M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$291M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.99B
2
Jane Street
Jane Street
New York
-$2.36B
3
SGCA
Steel Grove Capital Advisors
Tennessee
-$1.42B
4
Bank of America
Bank of America
North Carolina
-$1.06B
5
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
-$688M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1351
Prelude Capital Management
New York
$2.97M +$505K +1,123 +22%
PAG
1352
Paladin Advisory Group
Iowa
$2.96M +$78.7K +175 +3%
CGFA
1353
Colton Groome Financial Advisors
North Carolina
$2.96M -$668K -1,485 -19%
FMN
1354
Financial Management Network
California
$2.95M -$1.8K -4 -0.1%
RCM
1355
Ridgepath Capital Management
Tennessee
$2.94M +$2.76M +6,145 New
IAG
1356
Investmark Advisory Group
Connecticut
$2.91M -$63.9K -142 -2%
AF
1357
Apollon Financial
South Carolina
$2.91M +$43.6K +97 +2%
LNWWM
1358
Laird Norton Wetherby Wealth Management
California
$2.9M +$221K +492 +9%
ECG
1359
Edge Capital Group
Georgia
$2.89M +$54.4K +121 +2%
SIS
1360
Sound Income Strategies
Florida
$2.89M +$573K +1,273 +27%
SWM
1361
Silverlake Wealth Management
Vermont
$2.88M +$2.16M +4,800 +394%
CFS
1362
Coordinated Financial Services
Colorado
$2.88M -$89.5K -199 -3%
State Farm Mutual Automobile Insurance
1363
State Farm Mutual Automobile Insurance
Illinois
$2.87M – – –
LFA
1364
Lauterbach Financial Advisors
Texas
$2.87M +$5.4K +12 +0.2%
SFS
1365
Symphony Financial Services
Ohio
$2.86M +$2.25M +5,001 New
CCA
1366
Cora Capital Advisors
New Jersey
$2.85M -$72.9K -162 -3%
VW
1367
Veridan Wealth
Oregon
$2.85M +$2.32M +5,169 New
CFP
1368
Cascade Financial Partners
California
$2.84M +$124K +275 +5%
TC
1369
Truvestments Capital
Florida
$2.81M -$6.3K -14 -0.2%
KMWM
1370
Keudell/Morrison Wealth Management
Oregon
$2.81M -$20.2K -45 -0.8%
WF
1371
WoodTrust Financial
Wisconsin
$2.8M +$313K +695 +13%
SIC
1372
Samalin Investment Counsel
New York
$2.8M -$129K -287 -5%
FAG
1373
Fortitude Advisory Group
Washington
$2.8M -$24.3K -54 -0.9%
NEWAS
1374
N.E.W. Advisory Services
Wisconsin
$2.79M +$107K +238 +4%
MPPLM
1375
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.78M +$2.61M +5,812 New
53 54
55
56 57

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.