We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

2,907 hedge funds and large institutions have $105B invested in Invesco QQQ Trust in 2024 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 1,247 increasing their positions, 1,053 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 128

18% more repeat investments, than reductions

Existing positions increased: 1,247 | Existing positions reduced: 1,053

2% more funds holding

Funds holding: 2,8432,907 (+64)

1% more funds holding in top 10

Funds holding in top 10: 642650 (+8)

3% more capital invested

Capital invested by funds: $102B → $105B (+$3.06B)

7.53% less ownership

Funds ownership: 49.64%42.11% (-7.5%)

46% less call options, than puts

Call options by funds: $121B | Put options by funds: $225B

Holders
2,907
Holders Change
+64
Holders Change %
+2.25%
% of All Funds
41.87%
Holding in Top 10
650
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.25%
% of All Funds
9.36%
New
234
Increased
1,247
Reduced
1,053
Closed
128
Calls
$121B
Puts
$225B
Net Calls
-$104B
Net Calls Change
-$6.97B
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1526
Mascoma Wealth Management
New Hampshire
$1.95M -$71.2K -166 -4%
LAS
1527
LWM Advisory Services
Florida
$1.95M -$86.2K -201 -4%
CMS
1528
Capital Market Strategies
Florida
$1.95M +$24.9K +58 +1%
PCS
1529
Personal CFO Solutions
New Jersey
$1.95M +$70.3K +164 +4%
NFA
1530
Northern Financial Advisors
Michigan
$1.94M -$9.86K -23 -0.5%
HFAS
1531
Hummer Financial Advisory Services
Illinois
$1.94M +$8.15K +19 +0.4%
JRP
1532
Jasper Ridge Partners
California
$1.94M +$650K +1,517 +53%
CSS
1533
Cubist Systematic Strategies
Connecticut
$1.94M +$1.87M +4,371 New
SQA
1534
Simon Quick Advisors
New Jersey
$1.94M +$8.15K +19 +0.4%
SAM
1535
Smartleaf Asset Management
Massachusetts
$1.93M +$33.4K +78 +2%
AWE
1536
Avidian Wealth Enterprises
Texas
$1.93M -$96.5K -225 -5%
AI
1537
Arvest Investments
Arkansas
$1.92M -$27.4K -64 -1%
MWM
1538
Massachusetts Wealth Management
Massachusetts
$1.92M +$27.9K +65 +2%
WC
1539
Westwind Capital
New Mexico
$1.92M -$132K -308 -7%
VPP
1540
Vertex Planning Partners
Illinois
$1.91M -$27.9K -65 -1%
CB
1541
Cadence Bank
Mississippi
$1.91M +$8.57K +20 +0.5%
VHAM
1542
Van Hulzen Asset Management
California
$1.91M -$478K -1,115 -21%
MAWA
1543
Moss Adams Wealth Advisors
Washington
$1.9M -$4.72K -11 -0.3%
SCTC
1544
Sanibel Captiva Trust Company
Florida
$1.9M +$42.9K +100 +2%
LWM
1545
Laidlaw Wealth Management
New York
$1.9M -$644K -1,503 -26%
NAM
1546
NorthCrest Asset Manangement
Minnesota
$1.9M -$252K -588 -12%
BWM
1547
Birchcreek Wealth Management
Ohio
$1.89M -$136K -317 -7%
GIM
1548
Goelzer Investment Management
Indiana
$1.89M -$59.2K -138 -3%
CAM
1549
Cypress Asset Management
Texas
$1.87M -$207K -483 -12%
MC
1550
Mathes Company
New York
$1.87M -$42.9K -100 -2%

QQQ Hedge Fund Activity: Q1 2024 in Review

2,907 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2024, worth a combined $105B — up 3% from $102B a quarter earlier.

Buyers outnumbered sellers: 234 funds opened new QQQ positions and 128 closed out — a net gain of 106 holders — while 1,247 added to existing stakes and 1,053 trimmed.

The largest buyer was Bank of America, adding an estimated $2.47B. The largest seller was International Assets Investment Management, cutting an estimated $12.1B.

  • 2,907 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2024, up from 2,843 in Q4 2023.
  • Funds reported $105B of Invesco QQQ Trust stock for Q1 2024, up 3% quarter-over-quarter.
  • 234 funds opened new Invesco QQQ Trust positions in Q1 2024 and 128 closed out, a net change of +106 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2024 was Bank of America, an estimated $2.47B added.
  • The largest Invesco QQQ Trust seller in Q1 2024 was International Assets Investment Management, an estimated $12.1B sold.

Based on aggregated 13F filings for Q1 2024.