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Invesco QQQ Trust

889 hedge funds and large institutions have $16.5B invested in Invesco QQQ Trust in 2017 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 313 increasing their positions, 298 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 50

4% more funds holding

Funds holding: 851889 (+38)

4% more funds holding in top 10

Funds holding in top 10: 135140 (+5)

5% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 298

0% less capital invested

Capital invested by funds: $16.6B → $16.5B (-$70.1M)

3.13% less ownership

Funds ownership: 38.27%35.14% (-3.1%)

29% less call options, than puts

Call options by funds: $12.8B | Put options by funds: $18B

Holders
889
Holders Change
+38
Holders Change %
+4.47%
% of All Funds
22.13%
Holding in Top 10
140
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.7%
% of All Funds
3.49%
New
98
Increased
313
Reduced
298
Closed
50
Calls
$12.8B
Puts
$18B
Net Calls
-$5.27B
Net Calls Change
+$3.03B
Name Holding Trade Value Shares
Change
Change in
Stake
SM
151
Selkirk Management
New Jersey
$9.93M +$9.58M +75,000 New
CFS
152
Commonwealth Financial Services
West Virginia
$9.91M +$9.23M +72,291 +2,556%
CLOS
153
Compagnie Lombard Odier SCmA
Switzerland
$9.87M -$2.31M -18,129 -20%
Squarepoint
154
Squarepoint
New York
$9.85M -$12.9M -100,643 -58%
CP
155
Corbenic Partners
Pennsylvania
$9.52M -$1.3M -10,160 -12%
FLPIM
156
F.L. Putnam Investment Management
Massachusetts
$9.42M -$247K -1,931 -3%
CA
157
Cumberland Advisors
Florida
$9.39M +$6.17M +48,280 +213%
FFS
158
Founders Financial Securities
Maryland
$9.39M +$9.06M +70,945 New
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$9.3M -$1.28M -10,035 -12%
DSN
160
D. Scott Neal
Kentucky
$9.29M +$519K +4,061 +6%
BCM
161
Brookstone Capital Management
Illinois
$9.23M +$8.9M +69,724 New
NAM
162
NTV Asset Management
West Virginia
$9.23M +$109K +851 +1%
AAP
163
Arax Advisory Partners
Colorado
$9.22M +$648K +5,077 +8%
BWL
164
Bogart Wealth LLC
Virginia
$9.18M +$8.85M +69,309 New
SVCP
165
Silicon Valley Capital Partners
California
$9.07M +$359K +2,814 +4%
CCMG
166
Clark Capital Management Group
Pennsylvania
$8.94M +$5.07M +39,720 +143%
MAS
167
Madden Advisory Services
Florida
$8.93M -$1.12M -8,735 -11%
PFA
168
Paradigm Financial Advisors
Missouri
$8.93M +$1.02M +8,001 +13%
Hudson Bay Capital Management
169
Hudson Bay Capital Management
Connecticut
$8.87M +$7.3M +57,200 +585%
SWM
170
Segment Wealth Management
Texas
$8.79M +$1.41M +11,069 +20%
ANTB
171
AMG National Trust Bank
Colorado
$8.6M +$587K +4,598 +8%
EA
172
Edge Advisors
Georgia
$8.57M +$83K +650 +1%
SIA
173
Starfire Investment Advisers
Michigan
$8.49M +$114K +889 +1%
BHB
174
Bank Hapoalim BM
Israel
$8.34M -$1.57M -12,270 -16%
IWA
175
Intercontinental Wealth Advisors
Texas
$8.3M +$853K +6,677 +12%

QQQ Hedge Fund Activity: Q1 2017 in Review

889 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2017, worth a combined $16.5B — down 0.42% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new QQQ positions and 50 closed out — a net gain of 48 holders — while 313 added to existing stakes and 298 trimmed.

The largest buyer was Barclays, adding an estimated $383M. The largest seller was Svenska Handelsbanken, cutting an estimated $2.01B.

  • 889 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2017, up from 851 in Q4 2016.
  • Funds reported $16.5B of Invesco QQQ Trust stock for Q1 2017, down 0.42% quarter-over-quarter.
  • 98 funds opened new Invesco QQQ Trust positions in Q1 2017 and 50 closed out, a net change of +48 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2017 was Barclays, an estimated $383M added.
  • The largest Invesco QQQ Trust seller in Q1 2017 was Svenska Handelsbanken, an estimated $2.01B sold.

Based on aggregated 13F filings for Q1 2017.