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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
HCM
1626
Howard Capital Management
Georgia
-$755K -2,538 Closed
OAM
1627
Occidental Asset Management
California
-$530K -2,493 Closed
CC
1628
Chanos & Company
New York
-$469K -2,204 Closed
FSA
1629
Financial Sense Advisors
California
-$468K -2,200 Closed
CC
1630
Centiva Capital
New York
-$463K -2,185 Closed
MFG
1631
Menard Financial Group
Texas
-$455K -2,139 Closed
CAAS
1632
Capital Asset Advisory Services
Michigan
-$474K -2,044 Closed
ACA
1633
Ackerman Capital Advisors
Texas
-$425K -2,000 Closed
AIM
1634
Axiom Investment Management
New York
-$422K -2,000 Closed
TI
1635
Truepoint Inc
Ohio
-$424K -1,994 Closed
WEPOG
1636
Wealth Enhancement & Preservation of GA
Georgia
-$377K -1,772 Closed
CFA
1637
Capstone Financial Advisors
Illinois
-$376K -1,768 Closed
RVPG
1638
Relative Value Partners Group
-$358K -1,683 Closed
PAS
1639
Park Avenue Securities
New York
-$342K -1,609 Closed
TCM
1640
Tran Capital Management
California
-$341K -1,603 Closed
AIP
1641
Ahrens Investment Partners
Louisiana
-$334K -1,571 Closed
CC
1642
Cadinha & Co
Hawaii
-$322K -1,514 Closed
AP
1643
Americana Partners
Texas
-$318K -1,500 Closed
NCP
1644
NexWave Capital Partners
New York
-$299K -1,407 Closed
GT
1645
Glenview Trust
Kentucky
-$290K -1,365 Closed
ECML
1646
Eagle Capital Management (Louisiana)
Louisiana
-$279K -1,310 Closed
AIA
1647
Angeles Investment Advisors
California
-$268K -1,259 Closed
AFC
1648
AFT Forsyth & Company
Florida
-$261K -1,228 Closed
PWAC
1649
Private Wealth Advisors (California)
California
-$260K -1,224 Closed
HI
1650
HBK Investments
Texas
-$255K -1,200 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.