We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

1,947 hedge funds and large institutions have $72.4B invested in Invesco QQQ Trust in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 727 increasing their positions, 796 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 135

8% more capital invested

Capital invested by funds: $66.9B → $72.4B (+$5.45B)

4.03% more ownership

Funds ownership: 43.86%47.89% (+4%)

0% more funds holding

Funds holding: 1,9391,947 (+8)

9% less repeat investments, than reductions

Existing positions increased: 727 | Existing positions reduced: 796

11% less funds holding in top 10

Funds holding in top 10: 486433 (-53)

59% less call options, than puts

Call options by funds: $58.4B | Put options by funds: $143B

Holders
1,947
Holders Change
+8
Holders Change %
+0.41%
% of All Funds
34.18%
Holding in Top 10
433
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-10.91%
% of All Funds
7.6%
New
174
Increased
727
Reduced
796
Closed
135
Calls
$58.4B
Puts
$143B
Net Calls
-$84.5B
Net Calls Change
-$17.9B
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1476
Gitterman Wealth Management
New Jersey
$487K +$488K +1,526 New
ME
1477
McIlrath & Eck
Washington
$486K -$24.6K -77 -5%
CTA
1478
Colonial Trust Advisors
South Carolina
$485K +$9.27K +29 +2%
MIM
1479
Moseley Investment Management
Florida
$484K -$32K -100 -6%
DE
1480
Day & Ennis
Georgia
$480K +$640 +2 +0.1%
PC
1481
Port Capital
Illinois
$479K -$640K -2,000 -57%
CFA
1482
Cahill Financial Advisors
Minnesota
$479K +$480K +1,501 New
CG
1483
CFO4Life Group
Texas
$476K
BWM
1484
BT Wealth Management
Georgia
$474K +$3.84K +12 +0.8%
HFM
1485
Hartford Financial Management
Connecticut
$474K +$57.9K +181 +14%
MFW
1486
Mosaic Family Wealth
Missouri
$473K -$139K -436 -23%
FMTC
1487
Farmers & Merchants Trust Company
California
$471K
TPW
1488
TL Private Wealth
Texas
$469K +$13.8K +43 +3%
IAS
1489
IMA Advisory Services
Colorado
$468K -$16.3K -51 -3%
CG
1490
Cutler Group
California
$466K -$33M -103,278 -99%
UB
1491
UMB Bank
Missouri
$465K
SG
1492
Strid Group
Pennsylvania
$465K +$46K +144 +11%
SAG
1493
Spotlight Asset Group
Illinois
$464K -$1.93M -6,033 -81%
OC
1494
Oakworth Capital
Alabama
$464K
RRC
1495
Relaxing Retirement Coach
Massachusetts
$464K
FVWA
1496
Foster Victor Wealth Advisors
South Carolina
$464K +$47.6K +149 +12%
JLBC
1497
J.L. Bainbridge & Co
Florida
$463K -$36.1K -113 -7%
TFS
1498
TrustCore Financial Services
Tennessee
$462K +$98.5K +308 +27%
IC
1499
Inverness Counsel
New York
$459K
PWLP
1500
Prio Wealth Limited Partnership
Massachusetts
$459K

QQQ Hedge Fund Activity: Q1 2021 in Review

1,947 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2021, worth a combined $72.4B — up 8.2% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new QQQ positions and 135 closed out — a net gain of 39 holders — while 727 added to existing stakes and 796 trimmed.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $2.21B. The largest seller was Nippon Life Insurance, exiting entirely with an estimated $715M sold.

  • 1,947 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2021, up from 1,939 in Q4 2020.
  • Funds reported $72.4B of Invesco QQQ Trust stock for Q1 2021, up 8.2% quarter-over-quarter.
  • 174 funds opened new Invesco QQQ Trust positions in Q1 2021 and 135 closed out, a net change of +39 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2021 was Blackstone Inc, an estimated $2.21B added.
  • The largest Invesco QQQ Trust seller in Q1 2021 was Nippon Life Insurance, an estimated $715M sold.

Based on aggregated 13F filings for Q1 2021.