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Invesco QQQ Trust

541 hedge funds and large institutions have $14.9B invested in Invesco QQQ Trust in 2014 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 177 increasing their positions, 192 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 52

0% more funds holding

Funds holding: 541541 (0)

2% less capital invested

Capital invested by funds: $15.2B → $14.9B (-$321M)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 192

18% less funds holding in top 10

Funds holding in top 10: 7259 (-13)

35% less call options, than puts

Call options by funds: $6.28B | Put options by funds: $9.66B

Holders
541
Holders Change
Holders Change %
0%
% of All Funds
15.55%
Holding in Top 10
59
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-18.06%
% of All Funds
1.7%
New
53
Increased
177
Reduced
192
Closed
52
Calls
$6.28B
Puts
$9.66B
Net Calls
-$3.38B
Net Calls Change
-$3.37B
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
151
Mariner Independent Advisor Network
Kansas
$4.07M +$3.87M +43,348 New
MMLI
152
Massachusetts Mutual Life Insurance
Massachusetts
$4.04M +$232K +2,597 +6%
AFG
153
Albion Financial Group
Utah
$3.98M +$87.9K +985 +2%
IF
154
IRON Financial
Illinois
$3.97M +$3.77M +42,256 New
GH
155
GAM Holding
Switzerland
$3.96M -$20.9K -234 -0.6%
AWP
156
Ascent Wealth Partners
New York
$3.88M +$63.4K +710 +2%
CFA
157
Camarda Financial Advisors
Florida
$3.84M +$184K +2,061 +5%
BFO
158
Boston Family Office
Massachusetts
$3.83M +$141K +1,585 +4%
Capital Fund Management (CFM)
159
Capital Fund Management (CFM)
France
$3.76M +$3.57M +40,028 New
FMLI
160
Fukoku Mutual Life Insurance
Japan
$3.76M +$3.57M +40,000 New
SOMRS
161
State of Michigan Retirement System
Michigan
$3.76M +$3.57M +40,000 New
DBIA
162
Dumont & Blake Investment Advisors
New Jersey
$3.63M +$12.6K +141 +0.4%
BWM
163
Braver Wealth Management
Massachusetts
$3.62M -$4.09M -45,834 -54%
AQR Capital Management
164
AQR Capital Management
Connecticut
$3.45M +$1.81M +20,300 +124%
KFC
165
Klingenstein Fields & Co
New York
$3.4M -$50.4K -565 -2%
PWW
166
Pettyjohn Wood & White
Virginia
$3.38M -$44.6K -500 -1%
ECML
167
Eagle Capital Management (Louisiana)
Louisiana
$3.33M +$153K +1,712 +5%
MFS
168
MSI Financial Services
Massachusetts
$3.3M -$1.09M -12,168 -26%
WA
169
WealthTrust-Arizona
Arizona
$3.27M -$88.1K -987 -3%
Point72 Asset Management
170
Point72 Asset Management
Connecticut
$3.19M +$3.03M +34,000 New
FUBT
171
First United Bank & Trust
Maryland
$3.14M -$512K -5,735 -15%
GW
172
GW & Wade
Massachusetts
$2.94M -$104K -1,165 -4%
SC
173
Scotia Capital
Ontario, Canada
$2.88M +$79.7K +893 +3%
PFS
174
Prospera Financial Services
Texas
$2.86M +$1.73M +19,388 +175%
FPIS
175
Financial Planning & Information Services
Wisconsin
$2.81M -$13.9K -156 -0.5%

QQQ Hedge Fund Activity: Q2 2014 in Review

541 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q2 2014, worth a combined $14.9B — down 2.1% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new QQQ positions and 52 closed out — a net gain of 1 holder — while 177 added to existing stakes and 192 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $789M. The largest seller was Bank of New York Mellon, cutting an estimated $725M.

  • 541 institutional investors held Invesco QQQ Trust (QQQ) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $14.9B of Invesco QQQ Trust stock for Q2 2014, down 2.1% quarter-over-quarter.
  • 53 funds opened new Invesco QQQ Trust positions in Q2 2014 and 52 closed out, a net change of +1 holder.
  • The largest Invesco QQQ Trust buyer in Q2 2014 was Stadion Money Management, an estimated $789M added.
  • The largest Invesco QQQ Trust seller in Q2 2014 was Bank of New York Mellon, an estimated $725M sold.

Based on aggregated 13F filings for Q2 2014.