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
IAA
1601
Ironsides Asset Advisors
North Carolina
-$2.89M -13,600 Closed
FSA
1602
Financial Services Advisory
Maryland
-$2.87M -13,517 Closed
AA
1603
Ancora Advisors
Ohio
-$2.75M -12,977 Closed
OR
1604
Olympiad Research
Connecticut
-$2.49M -11,732 Closed
NA
1605
Navellier & Associates
Nevada
-$2.04M -9,584 Closed
CF
1606
Copperwynd Financial
Arizona
-$1.82M -8,567 Closed
LA
1607
LVW Advisors
New York
-$1.72M -8,075 Closed
PTP
1608
Platform Technology Partners
New York
-$1.51M -7,107 Closed
BAAM
1609
Baker Avenue Asset Management
California
-$1.16M -5,475 Closed
EAMA
1610
EFG Asset Management (Americas)
Florida
-$1.13M -5,320 Closed
KMWM
1611
Keudell/Morrison Wealth Management
Oregon
-$1.03M -4,870 Closed
LSA
1612
Lion Street Advisors
Texas
-$1.01M -4,759 Closed
PCM
1613
Penserra Capital Management
California
-$984K -4,632 Closed
RRWA
1614
Rainey & Randall Wealth Advisors
Florida
-$876K -4,122 Closed
BCM
1615
BlueCrest Capital Management
Jersey
-$850K -4,000 Closed
CFG
1616
Cooper Financial Group
California
-$804K -3,780 Closed
CM
1617
Columbus Macro
Pennsylvania
-$802K -3,772 Closed
HCM
1618
Hengehold Capital Management
Ohio
-$794K -3,736 Closed
GIM
1619
Guild Investment Management
California
-$746K -3,510 Closed
PIG
1620
Pantheon Investment Group
California
-$670K -3,150 Closed
QCG
1621
Quadrant Capital Group
Ohio
-$654K -3,080 Closed
FAM
1622
Formidable Asset Management
Ohio
-$665K -2,978 Closed
GAM
1623
Grandview Asset Management
Pennsylvania
-$596K -2,757 Closed
Chevy Chase Trust
1624
Chevy Chase Trust
Maryland
-$568K -2,668 Closed
CA
1625
Commerzbank Aktiengesellschaft
Germany
-$555K -2,612 Closed

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.