We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

1,939 hedge funds and large institutions have $66.9B invested in Invesco QQQ Trust in 2020 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 754 increasing their positions, 624 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 355 | Existing positions closed: 86

21% more repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 624

16% more funds holding in top 10

Funds holding in top 10: 419486 (+67)

14% more funds holding

Funds holding: 1,6981,939 (+241)

4% more capital invested

Capital invested by funds: $64.3B → $66.9B (+$2.62B)

3.03% less ownership

Funds ownership: 46.89%43.86% (-3%)

55% less call options, than puts

Call options by funds: $54.8B | Put options by funds: $121B

Holders
1,939
Holders Change
+241
Holders Change %
+14.19%
% of All Funds
34.31%
Holding in Top 10
486
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+15.99%
% of All Funds
8.6%
New
355
Increased
754
Reduced
624
Closed
86
Calls
$54.8B
Puts
$121B
Net Calls
-$66.6B
Net Calls Change
-$21.2B
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1776
Swan Global Investments
Colorado
$231K -$526K -1,793 -69%
NCM
1777
Noesis Capital Mangement
Florida
$230K
FSA
1778
Financial Sense Advisors
California
$230K +$215K +733 New
GMA
1779
Goldstein Munger & Associates
California
$227K
SFPG
1780
Stonebridge Financial Planning Group
Florida
$227K
PWM
1781
Provident Wealth Management
Tennessee
$226K
TF
1782
TRH Financial
Iowa
$226K +$211K +719 New
SFP
1783
Strategic Financial Partners
Oregon
$225K +$210K +717 New
CAM
1784
Cidel Asset Management
Ontario, Canada
$224K +$210K +715 New
AIP
1785
Ameritas Investment Partners
Nebraska
$223K -$4.11M -13,998 -95%
MWP
1786
MYCIO Wealth Partners
Pennsylvania
$223K +$208K +710 New
CCMW
1787
Cypress Capital Management (Wyoming)
Wyoming
$221K +$58.4K +199 +39%
GCM
1788
Gables Capital Management
Florida
$220K
FA
1789
Fountainhead AM
New Jersey
$220K +$206K +702 New
SCM
1790
Shapiro Capital Management
Georgia
$220K +$206K +700 New
CA
1791
Centerpoint Advisors
Massachusetts
$219K -$35.8K -122 -15%
OL
1792
Optas LLC
Texas
$218K +$204K +694 New
GCP
1793
GSA Capital Partners
United Kingdom
$216K +$202K +687 New
HWA
1794
Heartwood Wealth Advisors
Virginia
$216K +$202K +687 New
SIMM
1795
Stillwater Investment Management (Minnesota)
Minnesota
$216K +$203K +690 New
NWS
1796
Newport Wealth Strategies
California
$215K
GP
1797
Geneva Partners
Wisconsin
$215K +$201K +686 New
CMP
1798
Courage Miller Partners
Virginia
$214K +$200K +682 New
UTC
1799
Unified Trust Company
Kentucky
$210K +$195K +665 New
AMIM
1800
Aull & Monroe Investment Management
Alabama
$209K +$195K +665 New

QQQ Hedge Fund Activity: Q4 2020 in Review

1,939 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q4 2020, worth a combined $66.9B — up 4.1% from $64.3B a quarter earlier.

Buyers outnumbered sellers: 355 funds opened new QQQ positions and 86 closed out — a net gain of 269 holders — while 754 added to existing stakes and 624 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $1.42B. The largest seller was BNP Paribas Financial Markets, cutting an estimated $3.91B.

  • 1,939 institutional investors held Invesco QQQ Trust (QQQ) as of Q4 2020, up from 1,698 in Q3 2020.
  • Funds reported $66.9B of Invesco QQQ Trust stock for Q4 2020, up 4.1% quarter-over-quarter.
  • 355 funds opened new Invesco QQQ Trust positions in Q4 2020 and 86 closed out, a net change of +269 holders.
  • The largest Invesco QQQ Trust buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.42B added.
  • The largest Invesco QQQ Trust seller in Q4 2020 was BNP Paribas Financial Markets, an estimated $3.91B sold.

Based on aggregated 13F filings for Q4 2020.