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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
EW
1651
Emerson Wealth
Michigan
-$254K -1,195 Closed
SIM
1652
Stratos Investment Management
Ohio
-$253K -1,191 Closed
GHA
1653
GW Henssler & Associates
Georgia
-$251K -1,182 Closed
SFP
1654
Strategic Financial Partners
Oregon
-$251K -1,180 Closed
PAIM
1655
Punch & Associates Investment Management
Minnesota
-$246K -1,159 Closed
ODG
1656
O'Dell Group
Ohio
-$246K -1,156 Closed
BO
1657
BRR OpCo
Ohio
-$241K -1,135 Closed
FMWA
1658
Forvis Mazars Wealth Advisors
Missouri
-$241K -1,133 Closed
FIB
1659
First Interstate Bank
Montana
-$229K -1,075 Closed
LWP
1660
Legacy Wealth Planning
Nevada
-$228K -1,071 Closed
NSAM
1661
North Star Asset Management
Wisconsin
-$227K -1,066 Closed
RG
1662
Rathbones Group
United Kingdom
-$223K -1,050 Closed
WC
1663
Wexford Capital
Florida
-$223K -1,047 Closed
FBC
1664
Fairfield, Bush & Co
Connecticut
-$222K -1,043 Closed
WCFA
1665
Walkner Condon Financial Advisors
Wisconsin
-$218K -1,026 Closed
HWA
1666
Heartwood Wealth Advisors
Virginia
-$218K -1,024 Closed
PWLP
1667
Prio Wealth Limited Partnership
Massachusetts
-$217K -1,021 Closed
SAMC
1668
Spectrum Asset Management (California)
California
-$217K -1,020 Closed
FFBTD
1669
First Financial Bank - Trust Division
Ohio
-$215K -1,012 Closed
FWIA
1670
Fort Washington Investment Advisors
Ohio
-$214K -1,007 Closed
SFA
1671
Stewardship Financial Advisors
Georgia
-$214K -1,007 Closed
HP
1672
HT Partners
Connecticut
-$213K -1,000 Closed
KFA
1673
Kays Financial Advisory
Georgia
-$210K -990 Closed
GIA
1674
Guyasuta Investment Advisors
Pennsylvania
-$210K -987 Closed
LWM
1675
Lyell Wealth Management
California
-$209K -985 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.