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
SFA
1576
Stewardship Financial Advisors
Georgia
$382K
AFM
1577
Abbot Financial Management
Massachusetts
$382K +$320 +1 +0.1%
HCM
1578
Harvey Capital Management
Florida
$382K +$32K +100 +9%
ARG
1579
Advisory Resource Group
Oklahoma
$382K +$137K +429 +56%
CWA
1580
Choice Wealth Advisors
Maine
$380K
TCBWMS
1581
Texas Capital Bank Wealth Management Services
Texas
$380K +$2.88K +9 +0.8%
WAS
1582
WESPAC Advisors SoCal
California
$379K +$3.52K +11 +0.9%
VDI
1583
Vaughan David Investments
Illinois
$377K -$33.6K -105 -8%
MCP
1584
Mirador Capital Partners
California
$376K -$25.6K -80 -6%
VCM
1585
Vigilant Capital Management
Maine
$372K +$373K +1,166 New
M
1586
MOTCO
Texas
$368K
PG
1587
Prostatis Group
Maryland
$366K -$304K -952 -45%
BO
1588
Bank OZK
Arkansas
$366K -$36.8K -115 -9%
ICM
1589
IMS Capital Management
Oregon
$365K -$59.8K -187 -14%
B
1590
Bellecapital
Switzerland
$361K
VC
1591
Vestor Capital
Illinois
$360K -$119K -373 -25%
SIM
1592
Stratos Investment Management
Ohio
$359K +$6.08K +19 +2%
IRAG
1593
Investment Research & Advisory Group
Georgia
$357K
PWPS
1594
Pinnacle Wealth Planning Services
Ohio
$357K
DI
1595
Diligent Investors
California
$356K
MGWM
1596
Marks Group Wealth Management
Minnesota
$353K -$110K -343 -24%
PFC
1597
Phocas Financial Corp
California
$350K +$350K +1,096 New
SAMC
1598
Spectrum Asset Management (California)
California
$346K
HFS
1599
Hantz Financial Services
Michigan
$344K -$41.2K -129 -11%
VCA
1600
Verdence Capital Advisors
Maryland
$344K +$98.8K +309 +40%

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.