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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
OFG
1401
Oxford Financial Group
Indiana
$2.65M +$334K +743 +16%
CIA
1402
Cladis Investment Advisory
Montana
$2.65M +$13K +29 +0.5%
FCM
1403
Fortis Capital Management
Washington
$2.64M +$219K +486 +10%
FA
1404
FC Advisory
Pennsylvania
$2.64M +$1.8K +4 +0.1%
NAMNJ
1405
NorthStar Asset Management (New Jersey)
New Jersey
$2.64M -$18.4K -41 -0.7%
JSW
1406
Journey Strategic Wealth
New Jersey
$2.63M +$283K +629 +13%
CKAIS
1407
Christensen King & Associates Investment Services
Washington
$2.62M +$7.2K +16 +0.3%
FAM
1408
Family Asset Management
South Carolina
$2.62M -$51.7K -115 -2%
KFA
1409
Kelleher Financial Advisors
New York
$2.61M – – –
CWM
1410
Cherrydale Wealth Management
New Jersey
$2.61M -$129K -287 -5%
MFG
1411
Mainsail Financial Group
Washington
$2.61M +$206K +459 +9%
SC
1412
Stephens Consulting
Michigan
$2.59M -$2.54M -5,637 -51%
IWP
1413
Innova Wealth Partners
Pennsylvania
$2.59M +$601K +1,336 +33%
UWS
1414
Unique Wealth Strategies
Illinois
$2.59M – – –
TLA
1415
Tanglewood Legacy Advisors
Texas
$2.59M – – –
SFA
1416
Source Financial Advisors
New York
$2.59M -$32.8K -73 -1%
OA
1417
Oxbow Advisors
Texas
$2.58M – – –
HWP
1418
Hibernia Wealth Partners
Louisiana
$2.58M +$1.26M +2,802 +109%
T
1419
Tidemark
California
$2.58M -$2.39M -5,310 -50%
NF
1420
Nvest Financial
New Hampshire
$2.58M -$10.3K -23 -0.4%
LAS
1421
LWM Advisory Services
Florida
$2.57M +$946K +2,103 +47%
D
1422
Diversified
Delaware
$2.57M +$531K +1,180 +28%
BPWM
1423
Badgley Phelps Wealth Managers
Washington
$2.57M -$90.4K -201 -4%
KNW
1424
Kesler Norman & Wride
Utah
$2.57M -$24.3K -54 -1%
DWM
1425
Dopkins Wealth Management
New York
$2.57M +$4.05K +9 +0.2%
55 56
57
58 59

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.