We are live on ! Find out more
QQQ icon

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
BWA
1501
Burt Wealth Advisors
Maryland
$40K
HWA
1502
Heritage Wealth Advisors
Virginia
$39.8K -$127K -600 -74%
CBT
1503
Capital Bank & Trust
California
$39K +$11.4K +54 +36%
OFG
1504
OmniStar Financial Group
North Carolina
$39K +$43.2K +204 New
AP
1505
Advisors Preferred
Maryland
$38K -$307K -1,450 -88%
HCM
1506
Highlander Capital Management
New Jersey
$38K
MPWT
1507
MassMutual Private Wealth & Trust
Connecticut
$37K -$77.7K -367 -65%
AssetMark Inc
1508
AssetMark Inc
California
$36K -$36.6K -173 -48%
FCM
1509
Firestone Capital Management
Florida
$36K -$2.75K -13 -7%
SMH
1510
Sanders Morris Harris
Texas
$36K +$13.5M +63,818 +50%
DCM
1511
Davis Capital Management
Florida
$35K +$39K +184 New
CWM
1512
Cranbrook Wealth Management
Michigan
$34K -$635 -3 -2%
ZB
1513
Zions Bancorporation
Utah
$33K
IWP
1514
IAG Wealth Partners
Wisconsin
$33K +$4.23K +20 +13%
SL
1515
Savior LLC
Massachusetts
$32K
OSAM
1516
O'Shaughnessy Asset Management
Connecticut
$32K +$36K +170 New
FA
1517
Financial Advantage
Maryland
$31K +$34.9K +165 New
LWA
1518
Lenox Wealth Advisors
New York
$30K -$7.62K -36 -19%
MWP
1519
Meridian Wealth Partners
Pennsylvania
$30K +$11.6K +55 +54%
HR
1520
Howe & Rusling
New York
$30K +$32.6K +154 +3,080%
BCM
1521
Bourgeon Capital Management
Connecticut
$29K
AIM
1522
Arcadia Investment Management
Michigan
$28K
BCM
1523
Blume Capital Management
California
$28K
AF
1524
Arrow Financial
New York
$27K +$30.5K +144 New
RIA
1525
RPG Investment Advisory
California
$26K

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.