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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
LRPA
1376
L. Roy Papp & Associates
Arizona
$224K -$6.35K -30 -2%
RPC
1377
Rossmore Private Capital
Connecticut
$223K -$45.5K -215 -15%
BCP
1378
Blackhawk Capital Partners
Wisconsin
$223K -$3.39K -16 -2%
ACM
1379
Anfield Capital Management
California
$223K +$248K +1,171 New
SC
1380
Schoolcraft Capital
Colorado
$221K -$198K -934 -45%
GMA
1381
Goldstein Munger & Associates
California
$221K
HC
1382
Hourglass Capital
Texas
$220K -$31.8K -150 -12%
BIA
1383
Biondo Investment Advisors
Pennsylvania
$219K
MC
1384
Miramar Capital
Illinois
$219K +$15.9K +75 +7%
BWP
1385
Baldwin Wealth Partners
Massachusetts
$218K +$13.8K +65 +6%
AWM
1386
Argent Wealth Management
Massachusetts
$217K +$234K +1,105 New
AB
1387
Atlas Brown
Kentucky
$215K -$4.02K -19 -2%
MYIA
1388
Mount Yale Investment Advisors
Colorado
$215K
SAM
1389
Sawgrass Asset Management
Florida
$215K
SC
1390
Stralem & Co
New York
$215K +$239K +1,130 New
TFS
1391
TrustCore Financial Services
Tennessee
$211K
VBFG
1392
Vishria Bird Financial Group
Tennessee
$211K
TF
1393
TLWM Financial
Texas
$210K +$233K +1,099 New
B
1394
Bellecapital
Switzerland
$209K
GI
1395
Glovista Investments
New Jersey
$209K +$233K +1,100 New
FNBOMD
1396
First National Bank of Mount Dora
Florida
$208K
MIC
1397
Means Investment Company
Maine
$207K
VCP
1398
Vista Capital Partners
Oregon
$207K
AIA
1399
AIMZ Investment Advisors
California
$207K +$212 +1 +0.1%
AL
1400
Aspiriant LLC
California
$206K +$5.5K +26 +2%

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.