We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

2,387 hedge funds and large institutions have $92.1B invested in Invesco QQQ Trust in 2021 Q4 according to their latest regulatory filings, with 498 funds opening new positions, 926 increasing their positions, 672 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more first-time investments, than exits

New positions opened: 498 | Existing positions closed: 96

38% more repeat investments, than reductions

Existing positions increased: 926 | Existing positions reduced: 672

22% more funds holding in top 10

Funds holding in top 10: 466569 (+103)

18% more funds holding

Funds holding: 2,0252,387 (+362)

17% more capital invested

Capital invested by funds: $78.9B → $92.1B (+$13.2B)

0.27% less ownership

Funds ownership: 43.77%43.5% (-0.27%)

53% less call options, than puts

Call options by funds: $77.4B | Put options by funds: $165B

Holders
2,387
Holders Change
+362
Holders Change %
+17.88%
% of All Funds
36.73%
Holding in Top 10
569
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+22.1%
% of All Funds
8.76%
New
498
Increased
926
Reduced
672
Closed
96
Calls
$77.4B
Puts
$165B
Net Calls
-$87.3B
Net Calls Change
-$4.21B
Name Holding Trade Value Shares
Change
Change in
Stake
VBWMG
1776
Von Berge Wealth Management Group
California
$550K +$584K +1,514 New
SG
1777
Stonnington Group
California
$549K -$40.1K -104 -7%
SF
1778
Symphony Financial
Texas
$549K +$18.1K +47 +4%
MPCG
1779
Matrix Private Capital Group
New York
$547K -$10.8K -28 -2%
HGWM
1780
Horst & Graben Wealth Management
Oregon
$547K +$1.16K +3 +0.2%
MPWT
1781
MassMutual Private Wealth & Trust
Connecticut
$547K +$183K +474 +53%
BWA
1782
Blodgett Wealth Advisors
California
$547K +$530K +1,374 New
DWM
1783
Dopkins Wealth Management
New York
$547K +$531K +1,375 New
FC
1784
Fulcrum Capital
Washington
$546K
NA
1785
Nottingham Advisors
New York
$545K -$12.4K -32 -2%
XWM
1786
Xcel Wealth Management
Florida
$544K -$9.27K -24 -2%
MIC
1787
Means Investment Company
Maine
$543K -$2.32K -6 -0.4%
QIM
1788
Quest Investment Management
Oregon
$542K
AG
1789
Ascent Group
Virginia
$542K +$595K +1,541 New
WCM
1790
Wunderlich Capital Managemnt
Tennessee
$541K
DJSG
1791
D.J. St. Germain
Massachusetts
$539K -$20.5K -53 -4%
TIA
1792
Tiemann Investment Advisors
California
$537K +$521K +1,350 New
TDC
1793
Thompson Davis & Co
Virginia
$535K +$520K +1,346 New
MA
1794
MKT Advisors
California
$534K +$599K +1,551 New
SWA
1795
Sutton Wealth Advisors
Florida
$533K +$35.9K +93 +7%
JRP
1796
Jasper Ridge Partners
California
$533K +$116K +300 +29%
PP
1797
Patron Partners
Texas
$531K +$37.4K +97 +8%
VC
1798
Vestor Capital
Illinois
$529K
BTW
1799
Boston Trust Walden
Massachusetts
$528K
HPM
1800
Hudson Portfolio Management
New York
$528K +$12K +31 +2%

QQQ Hedge Fund Activity: Q4 2021 in Review

2,387 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q4 2021, worth a combined $92.1B — up 17% from $78.9B a quarter earlier.

Buyers outnumbered sellers: 498 funds opened new QQQ positions and 96 closed out — a net gain of 402 holders — while 926 added to existing stakes and 672 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.73B. The largest seller was Susquehanna International Group, cutting an estimated $863M.

  • 2,387 institutional investors held Invesco QQQ Trust (QQQ) as of Q4 2021, up from 2,025 in Q3 2021.
  • Funds reported $92.1B of Invesco QQQ Trust stock for Q4 2021, up 17% quarter-over-quarter.
  • 498 funds opened new Invesco QQQ Trust positions in Q4 2021 and 96 closed out, a net change of +402 holders.
  • The largest Invesco QQQ Trust buyer in Q4 2021 was Goldman Sachs, an estimated $1.73B added.
  • The largest Invesco QQQ Trust seller in Q4 2021 was Susquehanna International Group, an estimated $863M sold.

Based on aggregated 13F filings for Q4 2021.