We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

2,964 hedge funds and large institutions have $107B invested in Invesco QQQ Trust in 2024 Q2 according to their latest regulatory filings, with 226 funds opening new positions, 1,354 increasing their positions, 964 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 127

40% more repeat investments, than reductions

Existing positions increased: 1,354 | Existing positions reduced: 964

2% more funds holding in top 10

Funds holding in top 10: 650664 (+14)

2% more funds holding

Funds holding: 2,9072,964 (+57)

2% more capital invested

Capital invested by funds: $105B → $107B (+$2.41B)

3.69% less ownership

Funds ownership: 42.11%38.41% (-3.7%)

40% less call options, than puts

Call options by funds: $128B | Put options by funds: $213B

Holders
2,964
Holders Change
+57
Holders Change %
+1.96%
% of All Funds
42.8%
Holding in Top 10
664
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.15%
% of All Funds
9.59%
New
226
Increased
1,354
Reduced
964
Closed
127
Calls
$128B
Puts
$213B
Net Calls
-$85.3B
Net Calls Change
+$19B
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1751
Patriot Financial Group Insurance Agency
Massachusetts
$1.41M +$286K +636 +28%
WP
1752
Wealthspan Partners
Iowa
$1.41M +$22K +49 +2%
FTWA
1753
Fifth Third Wealth Advisors
Ohio
$1.41M +$130K +289 +11%
CWM
1754
Chemistry Wealth Management
New York
$1.4M +$71.5K +159 +6%
MW
1755
Members Wealth
Pennsylvania
$1.4M +$1.14M +2,539 New
MAS
1756
Meeder Advisory Services
Ohio
$1.4M +$1.31M +2,912 New
GFG
1757
Greystone Financial Group
Michigan
$1.39M +$272K +605 +26%
TIM
1758
Tortoise Investment Management
New York
$1.38M +$50.4K +112 +4%
CCG
1759
Catalina Capital Group
California
$1.38M +$110K +244 +9%
BCM
1760
BluePath Capital Management
Georgia
$1.37M +$402K +894 +45%
APW
1761
Austin Private Wealth
Texas
$1.37M -$112K -250 -8%
ES
1762
ETF Store
Kansas
$1.36M -$32.8K -73 -2%
PNAA
1763
Pictet North America Advisors
Switzerland
$1.36M
EFA
1764
Evernest Financial Advisors
Indiana
$1.36M
WA1
1765
Wimmer Associates 1
California
$1.36M
PCA
1766
Private Capital Advisors
Connecticut
$1.35M +$58.5K +130 +5%
PMFA
1767
Plante Moran Financial Advisors
Michigan
$1.35M +$273K +606 +27%
IC
1768
Inscription Capital
Texas
$1.35M -$1.09M -2,419 -46%
AWM
1769
Abound Wealth Management
Tennessee
$1.35M -$204K -453 -14%
WH
1770
Willner & Heller
California
$1.34M -$38.2K -85 -3%
CS
1771
Cannell & Spears
New York
$1.34M
BSHC
1772
Breed's Hill Capital
Massachusetts
$1.33M
VCAM
1773
Van Cleef Asset Management
Ohio
$1.33M -$20.2K -45 -2%
IIC
1774
Ironwood Investment Counsel
Arizona
$1.33M +$55.3K +123 +5%
LRWA
1775
Long Run Wealth Advisors
New York
$1.33M

QQQ Hedge Fund Activity: Q2 2024 in Review

2,964 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q2 2024, worth a combined $107B — up 2.3% from $105B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new QQQ positions and 127 closed out — a net gain of 99 holders — while 1,354 added to existing stakes and 964 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.56B. The largest seller was Morgan Stanley, cutting an estimated $2.99B.

  • 2,964 institutional investors held Invesco QQQ Trust (QQQ) as of Q2 2024, up from 2,907 in Q1 2024.
  • Funds reported $107B of Invesco QQQ Trust stock for Q2 2024, up 2.3% quarter-over-quarter.
  • 226 funds opened new Invesco QQQ Trust positions in Q2 2024 and 127 closed out, a net change of +99 holders.
  • The largest Invesco QQQ Trust buyer in Q2 2024 was Royal Bank of Canada, an estimated $1.56B added.
  • The largest Invesco QQQ Trust seller in Q2 2024 was Morgan Stanley, an estimated $2.99B sold.

Based on aggregated 13F filings for Q2 2024.