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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
CB
1526
CNB Bank
Pennsylvania
$25K +$27.9K +132 New
EWP
1527
Engrave Wealth Partners
Texas
$24K -$3.17K -15 -10%
AP
1528
Atwood & Palmer
Missouri
$22K +$24.3K +115 New
RTC
1529
Riverview Trust Company
Washington
$21K
FWC
1530
First Washington Corp
Washington
$20K +$22.2K +105 New
KTC
1531
Kistler-Tiffany Companies
Pennsylvania
$18K
NL
1532
NWAM LLC
Washington
$12.4K +$2.41M +11,385 +21%
UFF
1533
USA Financial Formulas
Michigan
$10K -$723K -3,414 -98%
FMP
1534
Financial Management Professionals
Texas
$10K +$9.53K +45 +900%
RWG
1535
Regal Wealth Group
California
$8K -$118K -558 -93%
CMBA
1536
C.M. Bidwell & Associates
Hawaii
$6K
IRC
1537
Investors Research Corp
Georgia
$6K
SCA
1538
Stonebridge Capital Advisors
Minnesota
$6K
TC
1539
Trust Company
Kansas
$6K
FNBOSM
1540
First National Bank of South Miami
Florida
$6K +$6.35K +30 New
FWM
1541
Filbrandt Wealth Management
Wisconsin
$6K +$6.77K +32 New
BFC
1542
Bedel Financial Consulting
Indiana
$5K
JFA
1543
JNBA Financial Advisors
Minnesota
$5K
CFN
1544
Cordasco Financial Network
Florida
$5K +$5.72K +27 New
HS
1545
Horan Securities
United States
$5K +$5.72K +27 New
LPWM
1546
Lake Point Wealth Management
Texas
$4K -$59.3K -280 -92%
RMC
1547
Resources Management Corp
Connecticut
$4K -$4.23K -20 -50%
MFT
1548
Moisand Fitzgerald Tamayo
Florida
$4K -$1.06K -5 -19%
AIS
1549
Accurate Investment Solutions
Pennsylvania
$4K
PP
1550
PrairieView Partners
Minnesota
$4K +$4.45K +21 New

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.